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Top Financial Advisor Firms in Oregon

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by Chris Thompson Updated

Finding a Top Financial Advisor Firm in Oregon

SmartAsset has devised this list of the top 10 financial advisor firms in Oregon so that residents can find the firm that’s right for them. In order for you to differentiate exactly what each firm can offer you, we’ve identified each of the firm’s fees, investment strategies, specialties and other important facts in detailed reviews below. For those who prefer automated, question-based searches, the SmartAdvisor tool can set you up with financial advisors in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. logo Find an Advisor

Read Review

$4,561,151,900

$3,000,000

  • Financial planning services
  • Portfolio management

Minimum Assets

$3,000,000

Financial Services

  • Financial planning services
  • Portfolio management
2 Becker Capital Management, Inc. Becker Capital Management, Inc. logo Find an Advisor

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$3,508,533,400

$1,000,000

  • Financial planning services
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning services
  • Portfolio management
3 Vista Capital Partners, Inc. Vista Capital Partners, Inc. logo Find an Advisor

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$1,101,913,400

$2,000,000

  • Financial planning services
  • Portfolio management

Minimum Assets

$2,000,000

Financial Services

  • Financial planning services
  • Portfolio management
4 Confluence Wealth Management, LLC Confluence Wealth Management, LLC logo Find an Advisor

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$592,824,900

$1,000,000

  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)

Minimum Assets

$1,000,000

Financial Services

  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)
5 Cable Hill Partners, LLC Cable Hill Partners, LLC logo Find an Advisor

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$543,000,000

$1,000,000 for retirement plan advisory services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$1,000,000 for retirement plan advisory services

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)
6 Vision Capital Management, Inc. Vision Capital Management, Inc. logo Find an Advisor

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$507,115,800

$250,000

  • Financial planning services
  • Portfolio management 
  • Educational seminars/workshops

Minimum Assets

$250,000

Financial Services

  • Financial planning services
  • Portfolio management 
  • Educational seminars/workshops
7 CGC Financial Services CGC Financial Services logo Find an Advisor

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$490,198,600 $25,000
  • Financial planning services
  • Portfolio management
  • Educational classes

Minimum Assets

$25,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Educational classes
8 Sigma Investment Management Company Sigma Investment Management Company logo Find an Advisor

Read Review

$466,806,600

$500,000

  • Financial planning services
  • Portfolio management 
  • Pension consulting services
  • Consulting to financial institutions and high-net-worth families

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management 
  • Pension consulting services
  • Consulting to financial institutions and high-net-worth families
9 Harfst and Associates, Inc. Harfst and Associates, Inc. logo Find an Advisor

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$368,568,200 $500,000
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
10 McGee Wealth Management, Inc. McGee Wealth Management, Inc. logo Find an Advisor

Read Review

$363,540,700

Varies by account type

  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies by account type

Financial Services

  • Financial planning services
  • Portfolio management 
  • Selection of other advisors (including private fund managers)

How We Found the Top Financial Advisor Firms in Oregon

Our SmartAsset personal finance experts only considered financial advisor firms in Oregon that are registered with the U.S. Securities and Exchange Commission (SEC) for placement on this list. That’s because all SEC-registered firms are bound by fiduciary duty, which requires them to act in clients’ best interests. We removed firms from contention if they didn’t manage individual accounts, didn’t offer financial planning services or had disciplinary issues. The top firms that met these requirements are listed below, sorted from the most assets under management (AUM) to the least.

Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc.

Ferguson Wellman Capital Management, Inc. is more than 12 times the size of the tenth firm on this list, Harfst and Associates, Inc. Ferguson has nearly $4.6 billion in assets under management (AUM), which earned it the top spot on SmartAsset’s list of the top financial advisor firms in Portland

This fee-only firm has about 650 individual clients, and nearly 620 of them are high-net worth individuals. Trusts, estates, charitable organizations, foundations, endowments, Taft-Hartley plans and businesses make up the rest of this firm’s typical clientele. You must have at least $3 million in investable assets to open an account.

No firm on this list has more advisor certifications than Ferguson Wellman. Its advisory team consists of a total of seven chartered financial analysts (CFAs), four certified financial planners (CFPs), one chartered alternative investment analyst (CAIA), one chartered market technician (CMT), one investment advisor certified compliance professional (IACCP) and one certified trust and financial advisor (CTFA).

Ferguson Wellman Capital Management, Inc. Background

The owners of Ferguson Wellman Capital Management, Inc. include CEO James Rudd, COO Steven Holwerda, CIO George Hosfield and principals Dean Dordevic and Marc Fovinci. The firm was established in 1975, affording it the title of the oldest firm on this list.

This firm has chosen to keep things extremely simple as far as its offered services go, sticking to financial forecasting, estate planning, budget management, tax guidance and charitable giving planning. You can customize these plans as you prefer, or add in others.

Ferguson Wellman Capital Management, Inc. Investing Strategy

Rather than conform to popular investment philosophies like modern portfolio theory, Ferguson Wellman Capital Management, Inc. relies much more on its own collective wisdom to build investment plans. The firm’s strategies vary in level of risk tolerance, and they typically revolve around large-cap domestic equities, fixed income and international equities in developed and emerging markets.

However, the one thing that remains constant at this firm is its active management of investments and portfolios. Other areas of focus for Ferguson Wellman include tax and cost efficiency, as both are important factors to consider to ensure an investment fits your personal profile.

Becker Capital Management, Inc.

Becker Capital Management, Inc.

Becker Capital Management, Inc. is the second firm on SmartAsset’s list of the top financial advisor firms in Portland. It is a fee-only firm with a wide range of typical clientele. This firm works with individuals (both high-net-worth and not), estates, trusts, 401(k) plans, endowments, foundations, public funds, pension and profit-sharing plans, corporations, Taft-Hartley funds, pooled funds and mutual funds.

The account minimum at Becker varies depending on which type of account you want to open. You need at least $1 million for individual investment management, while institutional portfolio management calls for a $3 million minimum. 

The 14-person advisory team at this firm has a total of six certifications. There are three chartered financial analysts (CFAs), two certified financial planners (CFPs) and one certified private wealth advisor (CPWA).

Becker Capital Management, Inc. Background

Becker Capital Management, Inc. was established in 1976, making it just a year younger than the oldest firm on this list. It is an employee-owned firm, with CEO Janeen McAninch, president Pat Becker, Jr. and CIO Blake Howells holding the largest shares.

Individual and institutional clients of Becker aren’t squeezed into premade advisory services when they join the firm. Instead, Becker Capital Management pairs clients with the appropriate services after analyzing their financial needs.

Becker Capital Management, Inc. Investing Strategy

In effort to increase the consistency of its success, Becker Capital Management, Inc. has developed a four-step process for portfolio creation. For step one, the firm has built a constantly evolving “monitor list,” where it keeps track of new investment ideas that it’s come up with. To assess these new strategies, the firm then extensively analyzes each one. Those that pass the test are moved onto the firm’s “buy list.”

Based on what’s been proven by research, Becker implements these strategies according to your needs, investing in roughly 55 to 65 companies. As your portfolio matures, the firm will keep a watchful eye on it so that it can quell potential problems as soon as it notices them.

Vista Capital Partners, Inc.

Vista Capital Partners, Inc.

Vista Capital Partners, Inc. offers one of the simplest fee schedules on this list, as its advisory fees are based solely on a percentage of assets under management (AUM). The only firms with comparable fee schedules are Ferguson Wellman Capital Management, Inc. and Vision Capital Management, Inc. The rest of the firms on this list also charge some combination of fixed fees and hourly rates in addition to asset-based fees.

Vista Capital Partners serves seven times as many non-high-net-worth individuals as high-net-worth individuals. The firm reserves the right to waive its $2 million stated account minimum -- a right that it has obviously exercised.

Vista earned the third spot on SmartAsset’s list of the top 10 financial advisor firms in Portland. It is a fee-only firm. On staff, there are seven certified financial planners (CFPs) and three chartered financial analysts (CFAs).

Vista Capital Partners, Inc. Background

Visa Capital Partners, Inc. was opened in 2001. It is an employee-owned firm. The team of advisors at the firm have anywhere from just a few years of experience to many years, giving it a wide range of perspectives.

Should you become a client of this firm, the following services will be made available to you:

  • Business succession planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Diversification planning
  • Philanthropic giving
  • Tax management

Vista Capital Partners, Inc. Client Experience

Visa Capital Partners, Inc. says that it strives to become the “financial quarterback” of its clients’ lives. It attempts to do this by first getting to know your personal financial needs and goals. To determine these important pieces of information, your advisor will speak with you specifically about your risk tolerance, time horizon and liquidity needs.

The firm wants clients to know that although there may be short-term dips in value, its portfolios are built for long-term success. This is largely because of the investments that the firm typically uses in client portfolios, which include stocks, bonds, global real estate investment trusts (REITs), cash, cash equivalents and index funds.

Confluence Wealth Management, LLC

Confluence Wealth Management, LLC

Confluence Wealth Management, LLC is a fee-only financial advisor firm that has a required minimum account size of $1 million. Even with this high barrier to entry, the firm has an almost even number of individual clients with and without a high net worth. Besides these groups, the firm also has a history of working with families, private trusts, estates, foundations, endowments, charitable organizations and corporate employer retirement plans.

Although it has around $600 million in assets under management (AUM), this firm has only seven employees on its team of advisors and investment researchers. Throughout this group, there are six certified financial planners (CFPs), one chartered financial analyst (CFA) and one certified long-term care (CLTC) advisor.

Confluence placed fourth on SmartAsset’s list of the top financial advisor firms list in Portland.

Confluence Wealth Management, LLC Background

CEO Kathleen Kee is the principal owner of Confluence Wealth Management, LLC. She’s spent more than 30 years in financial management. Confluence was created in 2011, making it the second youngest firm on this list.

You’ll find a multitude of services available at this firm, including:

  • Cash flow management
  • Education cost planning
  • Estate planning
  • Retirement planning
  • Financial planning
  • Investment management
  • Tax planning
  • Risk management
  • Income distribution

Confluence Wealth Management, LLC Investing Strategy

In general, Confluence Wealth Management, LLC considers tax sensitivity, socially responsible preferences, growth/income/capital preservation objectives and risk tolerance in all of its client portfolios. However, the firm also takes into account each client’s investment experience, cash flow needs and time horizon. 

The firm uses a combination of active and passive investment management. The investments that will inhabit your portfolio will vary depending on the type of portfolio you open with Confluence. In general though, the firm invests in exchange-traded funds (ETFs), equities, no-load mutual funds, U.S. bonds, commodities and REITs.

Cable Hill Partners, LLC

Cable Hill Partners, LLC

As the fifth firm on SmartAsset’s list of the top financial advisor firms in Portland, Cable Hill Partners, LLC has more than $500 million in assets under management. The firm primarily works with high-net-worth individuals and high-net-worth individuals, though its client base also includes estates, trusts, businesses, retirement plans and charitable organizations. While most accounts at this firm don’t require a minimum initial investment, a retirement plan advisory account calls for minimum of $1 million.

The fee-only firm has a total of 10 advisor certifications across its 10-person team. There are five certified financial planners (CFPs), two certified investment management analysts (CIMAs), one certified divorce financial analyst (CDFA), one chartered advisor in philanthropy (CAP) and one chartered retirement plans specialist (CRPS) on staff.

Cable Hill Partners, LLC Background

Cable Hill Partners, LLC is the youngest firm on this list, as it was founded in 2014. It is independently owned by its three founders: Managing Director David Christian, CIO Jeffrey Krum and partner Brian Hefele.

Following a detailed assessment of your present financial situation and future goals, this firm will pair you with one or more of these advisory services:

  • General portfolio management
  • Risk management
  • Tax management
  • Estate planning
  • Cash flow management
  • Philanthropic gift planning
  • Cash management

Cable Hill Partners, LLC Investing Strategy

Investing for the long term is what Cable Hill Partners, LLC is focused on for nearly all of its clients. That doesn’t mean that if you have short-term goals the firm can’t oblige. Rather, it will help you meet short-term goals by working towards long-term success.

Although most of the investment purchases made by this firm are held for longer than a year, it does use some short-term purchases to satisfy clients’ liquidity needs. The firm may also end up holding investments for less than a year if it rebalances your portfolio.

Vision Capital Management, Inc.

Vision Capital Management, Inc.

Vision Capital Management, Inc. is based in Portland, where it placed sixth on SmartAsset’s list of the top Portland financial advisor firms. At this fee-only firm, there are four chartered financial analysts (CFAs), three certified financial planners (CFPs), one certified private wealth advisor (CPWA), one certified public accountant (CPA), one certified divorce financial analyst (CDFA), one chartered mutual fund counselor (CMFC) and one investment advisor certified compliance professional (IACCP).

Vision Capital Management has almost 400 high-net-worth clients but fewer than 20 non-high-net-worth clients. Trusts, estates, IRAs, self-directed 401(k) accounts, corporate pension and profit-sharing plans, corporations, municipalities and charitable organizations comprise the rest of the firm’s client base. 

The firm’s minimum investment varies by account type. For those looking to open a large-cap growth, dividend growth or fixed income portfolio, you’ll need at least $250,000 to invest. On the other hand, the firm’s vision vaxa dynamic portfolios require a minimum of just $5,000.

Like Vista Capital Partners, Inc. and Ferguson Wellman Capital Management, Inc., this firm solely charges fees based on a percentage of assets under management. Most other firms on this list will charge additional hourly and fixed fees.

Vision Capital Management, Inc. Background

President Sue McGrath and CIO Marina Johnson founded Vision Capital Management, Inc. in 1999. The firm remains in their control to this day. The mother-daughter team has nearly 60 years of financial management experience between them.

For those who are looking for proven financial planning services, Vision Capital has a numerous options available. These include portfolio management, retirement planning, estate planning, divorce settlement planning, intergenerational wealth transfer, college fund planning and insurance planning.

Vision Capital Management, Inc. Investing Strategy

Vision Capital Management, Inc. strives to build globally diversified portfolios. The firm uses global asset classes that it chooses through its market forecasting efforts. Once these have been decided on, the firm creates a risk tolerance-based asset allocation for the portfolio.

The following asset classes make up a large portion of client portfolios at this firm: U.S. large-cap stocks, U.S. mid-cap stocks, U.S. small-cap stocks, international stocks, emerging market stocks, real estate, U.S. corporate bonds, municipal bonds, high yield bonds and government bonds. Vision Capital is not averse to using exchange-traded funds (ETFs) and individual stocks and bonds as well.

CGC Financial Services

CGC Financial Services

CGC Financial Services has the lowest account minimum on this list at just $25,000. This likely explains why the fee-only firm primarily works with non-high-net-worth individuals. It also serves businesses, trusts, estates, pension and profit-sharing plans and charitable organizations.

Besides Harfst and Associates, this firm’s team has the fewest certifications of any firm on this list. There is just one certified financial planner (CFP) and one chartered financial consultant (ChFC) on hand. The firm principally does business in Lake Oswego.

CGC Financial Services Background

Senior partner Glen Clemans, managing partner Jamieson Grabenhorst and partner Casey Cleveland established CGC Financial Services back in 2006. Each has spent more than 15 years in personal finance, with Clemans having been in the business for almost 30 years.

General financial planning, estate planning, retirement planning and investment management cover most of the services provided by this firm. If you’re looking for something more specific, the firm can create a more customized portfolio as well.

CGC Financial Services Client Experience

As soon as you become a client of CGC Financial Services, you’ll have an opening meeting with your advisor. This meeting will be centered around your current financial situation. You and your advisor will take a deep look into your recent tax returns, pay stubs and bank statements, as well as any Social Security projections and trust and estate planning documents.

Next time you meet, you’ll discuss the specifics of the investment plan that your advisor has come up with based on the firm’s own research regarding market trends. If both you and your advisor approve of the plan, the strategy will be put into practice. But your client-advisor relationship doesn’t end there, as there will then be periodic review meetings to keep you in the loop regarding changes or updates made to your portfolio. Should any of your financial needs or goals change, you can alert your advisor during this time as well.

Sigma Investment Management Company

Sigma Investment Management Company

Sigma Investment Management Company is the seventh firm on SmartAsset’s list of the top financial advisor firms in Portland. At this fee-only firm, clients can find three chartered financial analysts (CFAs), two certified financial planners (CFPs) and one certified public accountant (CPA).

The firm requires a $500,000 account minimum.  This has possibly led to the firm serving nearly twice as many high-net-worth individuals as non-high-net-worth  individuals. Sigma also works with businesses, employee benefit accounts, IRAs, foundations, charitable organizations, trusts and estates.

Sigma Investment Management Company Background

CEO and CIO William Berg formed Sigma Investment Management Company in 1992. While Berg is still the principal owner, President Harmon Laurin and Vice President Timothy Wylder now also have ownership interests.

A long-term investing approach is of paramount importance to this firm, so its services are a reflection of that mindset. The firm offers retirement planning and investment management, as well as overall financial planning.

Sigma Investment Management Company Investing Strategy

Taking your time horizon, risk tolerance and other factors into account, Sigma Investment Management Company will invest your assets globally throughout equity, fixed income, cash, stocks and bonds. The firm combines actively and passively managed investments, though a long-term approach remains constant.

However, the firm does realize that many clients will need a certain level of liquidity to continue to manage their financial lifestyles. To ensure that these clients are taken care of, Sigma will use some short-term purchases that are meant to take advantage of quick returns in trendy market sectors.

Harfst and Associates, Inc.

Harfst and Associates, Inc.

Harfst and Associates, Inc. has the smallest advisory team on this list with just two advisors, one of whom is a certified financial planner (CFP). The firm’s main office is in Ashland.

This firm disproportionately handles the assets of non-high-net-worth individuals over high-net-worth ones. But this is just a piece of the firm’s typical client base, which also includes estates, trusts, pension and profit-sharing plans, charitable organizations and businesses. You will need at least $500,000 in investable assets to open an account.

If you enter into a client relationship with this fee-based firm, your advisor may offer you insurance policies, and he or she may earn commissions from sales. However, the firm is a fiduciary that must act in your best financial interest at all times.

Harfst and Associates, Inc. Background

Harfst and Associates, Inc. President and President and CCO Robby Harfst founded the firm 2007 and maintains complete ownership. He has spent upwards of 20 years in financial management. 

Regardless of what type of financial planning or management you’re looking for, this firm likely has something that will meet your needs. The firm’s services include individual retirement planning, business and nonprofit retirement planning, estate planning, business succession planning, college fund planning and tax minimization.

Harfst and Associates, Inc. Investing Strategy

Harfst and Associates, Inc. says it prefers a “common sense approach to investment management.” The firm invests in both domestic and international asset classes that are chosen based on market analysis, including analyses of economic and social trends.

Unlike many comparable firms, Harfst and Associates doesn’t always abide by a long-term investing philosophy. The firm believes that, if done correctly, short-term investments capitalize on fleeting market trends.

McGee Wealth Management, Inc.

McGee Wealth Management, Inc.

McGee Wealth Management, Inc. specializes in working with multigenerational families, entrepreneurs, values-based investors, individuals in transition and sports, technology and engineering professionals. The account minimum at this firm varies depending on the style of account you want to open. There is a $25,000 minimum for passport and IMPAC accounts and a $100,000 minimum for ambassador accounts.

McGee ranks eighth on SmartAsset’s list of the top financial advisor firms in Portland. It has six advisors on staff who have a total of seven certifications. This includes four certified financial planners (CFPs), one chartered life underwriter (CLU), one chartered financial consultant (ChFC) and one chartered retirement planning counselor (CRPC).

Certain advisors at this fee-based firm may earn commissions from trading certain securities. But the firm does abide by fiduciary duty, which binds it to act in your best interest.

McGee Wealth Management, Inc. Background

McGee Wealth Management, Inc. is independently owned by CEO Judith McGee and president and CCO D Linette Dobbins. McGee founded the firm in 1983 and has remained in charge ever since.

This firm offers services such as a review of your current financial situation, income tax planning, retirement planning, capital needs planning, education cost planning, insurance planning and estate tax planning.

McGee Wealth Management, Inc. Client Experience

McGee Wealth Management, Inc. guides each of its clients through a detailed eight-stage program. This process outlines every step  of your client-advisor relationship:

  • First meeting: Share your personal financial objectives and other important information.
  • Client onboarding: Receive a checklist of tasks to complete and give your advisor access to your other advisors.
  • Discovery meeting: Convey your specific financial goals and time horizon.
  • Wealth management/planning meeting: Take a deeper look into estate plans, insurance policies and long-term care.
  • Investment planning/asset allocation: Delve further into your risk tolerance and get a written investment plan recommendation.
  • Investment review meeting: Receive in-person updates semiannually or quarterly.
  • Roadmap review: If needed, update your goals and other financial needs.
  • Between meetings: Enjoy 24/7 online access to your account.

The firm utilizes a combination of macro-economic data and market analysis to build portfolios that incorporate investments from domestic and international markets. Both short-term and long-term investment approaches are used. McGee will continually monitor the market to ensure it’s taking advantage of opportunities.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about cost of living in retirement there.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology SmartAsset calculated the average cost of living for retirees in the largest U.S. cities. Using that calculation, we determined how many years $1 million would last in retirement in each major city.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors throughout the country. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%, reflecting the typical return on a conservative investment portfolio. Finally, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would last in each of the cities in our study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research