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Best Financial Planners in Portland, Oregon

BizScoreAI ranks 27 financial planners in Portland, Oregon by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Rankings use the published BizScore formulas. How we score

27Financial Planners scored in Portland
60Average BizScore
73Top BizScore
44%AI Visibility 50 or higher
74Average SEO score
4.9Average Google rating (26 rated)
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Top Financial Planners in Portland by BizScore

Showing 1-27 of 27 Financial Planners listings in Portland, OR · page 1 of 1

#1

Modernist Financial Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 65 · SEO 81 · Google 5.0 · Rank 3 of 26 financial planners in Portland

73Score
#2

Brighton Jones of Portland Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 65 · SEO 81 · Google 5.0 · Rank 4 of 26 financial planners in Portland

73Score
#3

Edward Jones - Financial Advisor: Pat Darragh, CFP® Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 66 · SEO 79 · Google 5.0 · Rank 2 of 26 financial planners in Portland

73Score
#4

Vanderbilt Financial Group Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 67 · SEO 74 · Google 4.0 · Rank 1 of 26 financial planners in Portland

73Score
#5

Edelman Financial Engines Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 58 · SEO 85 · Google 4.9 (123 reviews) · Rank 5 of 22 financial planners in Portland

70Score
#6

Vis Wealth Partners of Portland Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 59 · SEO 85 · Google 4.9 · Rank 5 of 26 financial planners in Portland

69Score
#7

PDX Money Coaching Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 58 · SEO 71 · Google 5.0 · Rank 6 of 26 financial planners in Portland

67Score
#8

Interactive Wealth Advisors, Inc. Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 52 · SEO 77 · Google 5.0 · Rank 7 of 26 financial planners in Portland

65Score
#9

Wealth Enhancement Group of Portland Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 54 · SEO 75 · Google 5.0 (1 reviews) · Rank 7 of 22 financial planners in Portland

64Score
#10

Lifelong Wealth Management Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 48 · SEO 82 · Google 5.0 · Rank 10 of 26 financial planners in Portland

64Score
#11

Deschutes Investment Consulting, LLC. Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 51 · SEO 76 · Google 4.4 · Rank 8 of 26 financial planners in Portland

64Score
#12

Finity Group Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 51 · SEO 76 · Google 5.0 · Rank 9 of 26 financial planners in Portland

64Score
#13

Somerset Wealth Strategies Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 43 · SEO 85 · Google 5.0 · Rank 12 of 26 financial planners in Portland

63Score
#14

Financial Reserve Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 45 · SEO 78 · Google 5.0 · Rank 14 of 26 financial planners in Portland

62Score
#15

Penobscot Financial Advisors - Portland, Maine Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 51 · SEO 73 · Google 5.0 · Rank 13 of 26 financial planners in Portland

62Score
#16

Bridgetown Wealth Management Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 46 · SEO 77 · Google 5.0 · Rank 15 of 26 financial planners in Portland

61Score
#17

JGP Wealth Management Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 44 · SEO 79 · Google 5.0 · Rank 17 of 26 financial planners in Portland

60Score
#18

Phillips and Company Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 45 · SEO 78 · Google 5.0 · Rank 16 of 26 financial planners in Portland

60Score
#19

Infinite Heights Wealth Management Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 38 · SEO 72 · Google 5.0 · Rank 18 of 26 financial planners in Portland

58Score
#20

The Mather Group Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 46 · SEO 69 · Google 5.0 · Rank 14 of 22 financial planners in Portland

58Score
#21

AXA Advisors Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 36 · SEO 73 · Google 5.0 · Rank 19 of 26 financial planners in Portland

57Score
#22

The Pacific Wealth Group - UBS Financial Services Inc. Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 39 · SEO 73 · Rank 20 of 26 financial planners in Portland

56Score
#23

Resource Financial Planning, Inc. Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 38 · SEO 69 · Google 5.0 · Rank 21 of 26 financial planners in Portland

54Score
#24

Wells Fargo Advisors of Portland Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 39 · SEO 58 · Google 5.0 · Rank 22 of 26 financial planners in Portland

51Score
#25

Silver Oak Advisory Group Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 19 · SEO 55 · Google 5.0 · Rank 23 of 26 financial planners in Portland

39Score
#26

Portland Financial Planning Group, LLC Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 14 · SEO 61 · Google 5.0 · Rank 24 of 26 financial planners in Portland

38Score
#27

Raaf Investment Advisors Claim Now

Financial Planner in Portland, Oregon

Portland, Oregon

AI Visibility 4 · SEO 49 · Google 5.0 · Rank 26 of 26 financial planners in Portland

30Score

Frequently Asked Questions

How are financial planners in Portland ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Portland, Oregon does BizScoreAI track?

27 financial planners in Portland currently meet the profile-quality bar for this page, with an average BizScore of 60 and a top score of 73.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 44% of measured financial planners in Portland score 50 or higher.

Is being listed free?

Yes. Every financial planner in Portland is listed and scored for free, and claiming a listing is free too.