Best Financial Planners in Portland, Oregon
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Top Financial Planners in Portland
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Showing 1-30 of 30 Financial Planners listings in Portland, OR · page 1 of 1
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 594-7400
- brightonjones.com
Brighton Jones of Portland is a financial planner in Portland, OR. The firm offers comprehensive wealth management, tax advisory, family office services, retirement‑plan advisory, and women’s‑wealth programs. It serves individuals, families, and businesses...
Score breakdown
- Financial Planner
- Portland, Oregon
- (631) 845-5100
- joinvanderbilt.com
Vanderbilt Financial Group is a financial planner in Portland, OR, located at 125 Froehlich Farm Blvd. The firm operates as an independent broker-dealer and corporate registered investment advisor (RIA), providing integrated wealth management and financial...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 227-4493
- edwardjones.com
Edward Jones - Financial Advisor: Pat Darragh, CFP® is a financial planner in Portland, OR. The practice provides personal financial advice to clients working toward their financial goals, with focused expertise in wealth strategies, retirement savings...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 575-1953
- interactive-wealth.com
Interactive Wealth Advisors, Inc. is a financial planner in Portland, OR. The firm provides fee‑only financial planning and investment management services, specializing in retirement planning, tax planning, wealth management, fiduciary advisory, estate...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 620-5236
- marinerfinance.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (971) 704-9006
- pdxmoneycoaching.com
PDX Money Coaching is a financial planner in Portland, OR. The practice empowers individuals, couples, and small business owners to confidently manage their money through intensives, coaching, and ongoing support options. It holds a 5.00 rating from the...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 747-6534
- llwmg.com
Lifelong Wealth Management of Portland: Lifelong Wealth Management is a financial planner in Portland, Oregon. The firm provides expert guidance for individuals, families, and institutions, with a focus on serving the Lake Oswego area. Their services include retirement planning, portfolio...
Score breakdown
- Financial Planner
- Portland, Oregon
- (971) 544-7417
- modernistfinancial.com
Modernist Financial is a financial planner in Portland, OR, located at 707 SW Washington St #910. The firm provides investment management, financial life planning, and business financial planning for individuals and businesses, including retirees, post-sale...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 841-5840
- thefinitygroup.com
Finity Group is a financial planner in Portland, Oregon. The firm specializes in financial planning for medical professionals, including doctors, residents, fellows, medical students, and dentists. Their services address unique professional challenges such as...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 224-3700
- deschutesinvestment.com
Deschutes Investment Consulting, LLC. is a financial planner in Portland, OR. The firm provides retirement plan consulting, wealth management, comprehensive financial planning, investment management, workplace retirement solutions, charitable‑giving and...
Score breakdown
- Financial Planner
- Portland, Oregon
- (207) 990-1901
- penobscotfa.com
Penobscot Financial Advisors is a financial planner in Portland, OR. They specialize in providing comprehensive wealth management and financial planning services to individuals and families seeking long-term financial success. Their team of certified...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 221-7600
- morganstanley.com
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 624-4600
- financialreserve.com
Financial Reserve is a financial planner in Portland, Oregon, serving individuals and families with comprehensive financial strategies tailored to their unique goals. The firm specializes in retirement planning, investment management, estate planning...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 280-7155
- bridgetownwealthmanagement.com
Bridgetown Wealth Management of Portland: Bridgetown Wealth Management is a financial planner in Portland, Oregon, serving individuals, families, and business owners with personalized financial planning, retirement strategies, 401(k) rollovers, Kaiser retirement guidance, estate planning, and...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 224-0858
- phillipsandco.com
Phillips and Company is a financial planner in Portland, OR. The firm provides independent, client-first wealth management and investment guidance to individuals, business owners, CEOs, foundations, and endowments. Services include retirement planning for...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 446-6450
- jgpwealth.com
JGP Wealth Management is a financial planner in Portland, OR. The firm provides a variety of specialized services, including comprehensive wealth management, financial planning, investment management, retirement income planning, and business planning. Serving...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 595-1333
- somersetwealthstrategies.com
Somerset Wealth Strategies of Portland: Somerset Wealth Strategies is a financial planner in Portland, OR, located at 4600 S Kelly Ave. The firm provides retirement planning, wealth management, and income-focused strategies to individuals and families. It offers in-person guidance at its Portland...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 963-6510
- infiniteheights.com
Infinite Heights Wealth Management is a financial planner in Portland, OR. This woman-owned firm specializes in strategic guidance and comprehensive plans for millennial women business owners, leaders, and highly ambitious individuals seeking to elevate their...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 222-9471
- pacnwadvisors.com
AXA Advisors of Portland: AXA Advisors is a financial planner in Portland, Oregon, serving individuals and businesses with comprehensive financial strategies tailored to long-term goals. The firm specializes in retirement planning, wealth protection, asset allocation analysis...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 603-1224
- advisors.ubs.com
The Pacific Wealth Group - UBS Financial Services Inc. is a financial planner in Portland, Oregon. The firm provides wealth management services tailored to entrepreneurs, business owners, CEOs, and their families. Their expertise includes managing liquid...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 245-3110
- resourcefinancial.com
Resource Financial Planning, Inc. is a financial planner in Portland, OR. They help clients plan and manage their money for the future, specializing in wealth management to pursue personal passions. Their services include investing, planning, and taking...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 220-6000
- home.wellsfargoadvisors.com
Wells Fargo Advisors of Portland is a financial planning office in Portland, Oregon. The branch's financial advisors include Dennis Braun, Erik Burros, Duane Hoffinger, Brian Nelson and Richard Wilhelmi. The office works with clients in the Portland area on...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 353-9700
- wealthenhancement.com
Wealth Enhancement Group of Portland is a Financial Planner in Portland, OR. The business is located at 10135 Southeast Sunnyside Road. It serves clients by analyzing household net worth as a critical factor in economic well-being. The firm focuses on how...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 536-7351
- mather.com
The Mather Group is a Financial Planner in Portland, OR, located at 1675 SW Marlow Ave #305. It holds a 5.00 rating based on customer reviews. Mather is a non-denominational not-for-profit organization founded in 1941 by Alonzo Mather. The organization...
Score breakdown
- Financial Planner
- Portland, Oregon
- (207) 850-0075
- wealthsmithfinancialplanning.com
WealthSmith Financial Planning of Portland: WealthSmith Financial Planning is a financial planner in Portland, ME, located at 75 Pearl Street. The firm provides investment and financial advisory services to individuals and business owners through its affiliation with Cambridge Investment Research Inc...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 242-1715
- silveroak.net
Silver Oak Advisory Group is a financial planner in Portland, OR. They provide comprehensive financial planning services that help individuals and families achieve their life goals through strategic investments and personalized guidance. With over three...
Score breakdown
- Financial Planner
- Portland, Oregon
- (207) 771-8821
- pfpg.com
Portland Financial Planning Group, LLC is a financial planner in Portland, Maine. The firm provides comprehensive, fee-only financial planning services to professionals, retirees, and their families. Their specialized services include retirement planning...
Score breakdown
- Financial Planner
- Portland, Oregon
- (800) 847-4836
- login.apps.thrivent.com
Thrivent of Portland: Ascend National Wealth Advisors offers comprehensive financial services grounded in biblical tenets, guiding clients toward secure retirements and meaningful legacies through personalized advice and ethical stewardship.
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 621-7921
- raafinvest.com
Raaf Investment Advisors is a financial planner in Portland, Oregon, specializing in personalized investment management, financial planning, and retirement planning for individuals seeking long-term financial security. The firm serves clients throughout the...
Score breakdown
- Financial Planner
- Portland, Oregon
- (503) 747-0306
- willamettefinancialadvisors.com
Willamette Financial Advisors is a fee-based, fiduciary CFP® and RIA firm in Portland, Oregon. We specialize in retirement planning, investment management, and financial planning for individuals, families, and small businesses. CRD #173482.
What the Data Shows for Financial Planners in Portland
37% of the 30 financial planners we measured in Portland reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 42, compared with an average SEO score of 68.
The average Google rating across 29 rated financial planners is 4.9, and the median listing has 3 reviews.
None of the 30 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
BizScoreAI compares 30 financial planners in Portland, Oregon by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Portland ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Portland, Oregon does BizScoreAI track?
30 financial planners in Portland currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 74.
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. 37% 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.
