Company lists · Data refreshed September 2026

Top 22 Stock portfolio companies based in Portland, United States

Name: Stock portfolio companies based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 40 companies tracked

RevenueBase identified 40 company matches for stock portfolio companies associated with Portland, United States as of September 2026 and tracks 353 professional contacts across them, including 158 with verified work emails. Across the United States, New York is the largest hub for this category (235 companies); Portland has 40.

This list covers company matches for stock portfolio companies associated with Portland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

40Companies

353Contacts tracked

158Verified emails

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The 22 largest stock portfolio companies based in Portland, United States

Ranked by team size

Top 22 of 40 company matches for stock portfolio companies based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Vista Capital Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	45 contacts →
	Exact match “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	38 contacts →
	Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Phillips And Company Wealth Strategies	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Great Diamond Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Headinvest LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Sellwood Investment Partners LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Cascadia Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Samara Capital - Portland	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Our investment is in our relationship with you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Naviquant Capital Management	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Pine Capital	Exact match	Portland, ME, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At Pine Capital, we create and manage customized investment portfolios for individuals, family groups and large institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Peregrine Asset Advisers	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Peregrine Asset Advisers helps people to grow their assets to become financially independent in order to meet their needs, interests and commitments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Blue River Capital Management, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Blue River Capital Management is a registered investment advisor serving clients in all of life's stages.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	U.S. Investors International	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Rutherford Investment Management	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “A US based investment manager.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	August Wealth Management, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “stock portfolio companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 22 of 40 stock portfolio companies based in Portland, United States

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Stock portfolio companies based in Portland, United States at a glance

As of Sep 19, 2026

44.8%Verified-email coverage

8.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 40 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Portland, United States whose business descriptions match “stock portfolio companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 158 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Stock portfolio companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “stock portfolio companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many stock portfolio companies are there based in Portland, United States?

RevenueBase identified 40 company matches for stock portfolio companies associated with Portland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Vista Capital Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most stock portfolio companies?

New York leads the United States with 235 company records, followed by Chicago (70) and Boston (68). Portland has 40.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 158 professional contacts with verified work emails tracked across these 40 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.