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Top Financial Advisors in Oregon

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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 more help narrowing down your choices, try using SmartAsset's free financial advisor matching tool.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Arnerich Massena, Inc. Arnerich Massena, Inc. logo Find an Advisor

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$7,892,100,460 Varies based on account type
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational seminars/workshops

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational seminars/workshops
2 Ferguson Wellman Capital Management, Inc. Ferguson Wellman Capital Management, Inc. logo Find an Advisor

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$6,854,828,294 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

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

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$5,660,880,241 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Educational seminars/workshops

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4 Aldrich Wealth, LP Aldrich Wealth, LP logo Find an Advisor

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$4,159,850,754 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Tax services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Selection of other advisors (including private fund managers)
  • Tax services
5 Becker Capital Management, Inc. Becker Capital Management, Inc. logo Find an Advisor

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$3,574,014,983 Varies based on account type
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

Varies based on account type

Financial Services

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

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$1,881,679,753 $2,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$2,000,000

Financial Services

  • Financial planning
  • Portfolio management
7 Phillips & Company Advisors, LLC Phillips & Company Advisors, LLC logo Find an Advisor

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$1,114,333,334 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Foundation and endowment consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Foundation and endowment consulting
8 Sloy Dahl & Holst, Inc. Sloy Dahl & Holst, Inc. logo Find an Advisor

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$1,522,685,470 No set account minimum
  • Financial planning
  • Portfolio management
  • Manager to proprietary collective investment funds

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Manager to proprietary collective investment funds
9 Matisse Capital Matisse Capital logo Find an Advisor

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$1,513,849,807 $1,000,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
10 Cutler Investment Counsel, LLC Cutler Investment Counsel, LLC logo Find an Advisor

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$750,000,000 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

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

How We Found the Top Financial Advisor Firms in Oregon

To find the top financial advisors in Oregon, we first identified all firms registered with the SEC in the state. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

Arnerich Massena

Arnerich Massena, Inc.

Portland-based Arnerich Massena is the top advisory firm on this list and the No. 1 firm on our list of the top financial advisors in Portland. Arnerich Massena boasts an array of certifications, including two chartered financial analysts (CFAs), three certified financial planners (CFPs), a chartered alternative investment analyst (CAIA), a certified private wealth advisor (CPWA), among others.

Arnerich Massena is unequivocally an individual-centric firm, as most of its client base is composed of individuals with and without a high net worth. According to the firm's website and Form ADV, it also works with banks, pensions, profit-sharing plans, charitable organizations, government entities and businesses.

As a fee-only firm, Arnerich Massena advisors do not earn commissions or sell financial products. Instead, it generate revenue solely from client fees, which may include performance-based fees. 

Arnerich Massena Background

As an employee-owned firm, Arnerich Massena divides its shares up across its entire team. Currently, nine different employees own the firm, with no employee owning more than 25%. Arnerich Massena has been in business since 1991 when Anthony "Tony" Arnerich founded it. The firm offers investment management on both a discretionary and non-discretionary basis, among other services like financial planning and family office services.  

Arnerich Massena Investment Strategy

Unlike some other financial advisor firms, Arnerich Massena looks to build asset allocations for both the long- and short-term. "We believe that asset allocation, when properly supported by effective implementation, manager selection and discipline, is the most critical factor in determining long-term and near-term investment performance," the firm states in its Form ADV brochure. 

This is done to help clients reach their retirement and other distant goals, while still maintaining strong liquidity. By creating an asset allocation that takes into account each of these considerations, the firm will look to simultaneously maximize your return potential and mitigate volatility.

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management, Inc.

Coming in second on this list is Ferguson Wellman Capital Management. Ferguson is also on SmartAsset’s list of the top financial advisor firms in Portland.

This fee-only firm works mainly with high-net-worth individuals. Non-high-net-worth individuals, charitable organizations, pensions, profit sharing 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.

Ferguson Wellman boasts plenty of certifications on its staff. The advisory team consists of nine chartered financial analysts (CFA), six certified financial planners (CFP) and two certified trust and financial advisors (CTFAs), among a few other certifications.

Ferguson Wellman Capital Management Background

Ferguson Wellman Capital Management has a board of directors comprising Ralph W. Cole, Dean M. Dordevic, Steven J. Holwerda,and George W. Hosfield. The firm was established in 1975, giving it one of the longest track records of any firm in Oregon.

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 Investment Strategy

Rather than conform to popular investment philosophies like Modern Portfolio Theory, Ferguson Wellman Capital Management 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.

Northwest Capital Management

Northwest Capital Management, Inc.

Northwest Capital Management is a large fee-only firm located in Portland with an office in Seattle, as well. Northwest Capital does not require a specific asset total to become a client. 

The advisory staff at Northwest Capital features four certified financial planners (CFPs), three chartered financial analysts (CFAs) and an accredited investment fiduciary (AIF). These advisors typically manage the portfolios of individuals, high-net-worth individuals, pension plans, profit-sharing plans, government entities, charitable organizations and businesses. It also works with one sovereign Native American tribe.

Northwest Capital Management Background

Chairman and chief compliance officer Frederick Payne Jr. opened Northwest Capital Management in 1998 after having been involved in the financial services industry for 13 years. President Brent Petty is the majority owner of the firm, while Payne and Scott Rhodes also own stakes in the business. 

As far as individual services are concerned, Northwest Capital offers both financial planning and investment management, with estate planning, tax management, asset allocation creation and more included. 

Northwest Capital Management Investment Strategy

Northwest Capital Management explicitly states in its SEC-filed paperwork that "how you should invest your money is determined by when you need to spend that money." This notion that your time horizon dictates how your portfolio should be built is not commonly seen, as most similar firms will consider your risk tolerance first and foremost. However, being that a client's risk level is often determined by when they'll need their investment earnings, this ideology inherently takes risk into account.

Northwest usually invests in domestic and global stocks, bonds, real estate, cash and alternatives.

Aldrich Wealth

Aldrich Wealth, LP

Aldrich Wealth is a fee-based financial advisor firm located in Lake Oswego. It has additional offices in Oregon, California and Alaska. The firm has an large number of advisory certifications that most notably include the certified public accountant (CPA), certified financial planner (CFP), accredited investment fiduciary (AIF), chartered retirement planning counselor (CRPC), personal finance specialist (PFS) and chartered financial analyst (CFA) designations.  

Most of Aldrich Wealth's client base consists of individuals both with and without a high net worth. The firm also commonly serves businesses, retirement plans and charitable organizations.

Aldrich Wealth Background

Aldrich Wealth is a partnership under the principal ownership of AKT Services, LLP, a financial holding company. AKT Services is owned by a group of over 30 individuals. Aldrich Wealth was founded in 1998.

Financial planning, investment management, estate planning, tax services and insurance consulting are the core offerings of Aldrich Wealth. These services are divided into multiple subsections depending on your exact needs.

Aldrich Wealth Investment Strategy

New clients of Aldrich Wealth will be paired with one of the firm's several asset allocation models. Factors included in this matching process are your risk tolerance, time horizon and liquidity needs. These models are split between hyper aggressive and conservative and they are each diversified across different markets and investment types. The firm also states that to support its future rebalancing efforts, it will allocate your assets in security specific percentages.

"Aldrich Wealth LP believes long-term historical data combined with an informed outlook for the current market environment are the most reliable sources for framing clients’ expectations regarding future investment performance," the firm states in its Form ADV brochure.  

Becker Capital Management

Becker Capital Management, Inc.

Becker Capital Management, the fifth-rated firm in Oregon, is also 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), investment companies, insurance companies, pooled investment vehicles, government entities, pensions, profit sharing plans, charities and other businesses.

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 advisory team at this firm has a handful of certifications. There are two chartered financial analysts (CFAs), five certified financial planners (CFPs), one investment adviser certified compliance professional and one certified private wealth advisor (CPWA) on staff at Becker Capital. 

Becker Capital Management Background

Becker Capital Management was established in 1976. It is an employee-owned firm, with CEO Janeen McAninch, president Pat Becker Jr., CIO Blake Howells and John Becker 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 Investment Strategy

Becker Capital Management designs individual portfolios to meet clients' current income, risk tolerance and long-term growth needs. The firm invests client assets in stocks, bonds, mutual funds and ETFs, and on occasion, alternative investments like real estate, private equity or hedge funds.

"Our firm focuses on underlying asset quality and pays close attention to valuation, irrespective of asset class," the firm states in its Form ADV brochure. "The research team merges a bottom?up asset selection process with a top?down portfolio construction process to maximize risk?adjusted returns within the constraints of clients’ circumstances."

Vista Capital Partners

Vista Capital Partners, Inc.

Vista Capital Partners 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 firm with a truly comparable fee schedule is Ferguson Wellman Capital Management. Most 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 both non-high-net-worth individuals and high-net-worth individuals. The firm reserves the right to waive its $2 million stated account minimum.

Vista is also on SmartAsset’s list of the top 10 financial advisor firms in Portland. It is a fee-only firm with a staff that features 10 certified financial planners (CFPs), two chartered financial analysts (CFAs), one certified public accountant (CPA) and a chartered retirement planning counselor (CRPC).

Vista Capital Partners Background

Established in 2001, Vista Capital Partners is an employee-owned firm.  Michael J. O’Reilly and Douglas E. Johanson are the principal owners of Vista, each owning 27.5%. Dougal Williams owns 18%, John Convery owns 10%, while Robert D. Greenman, Lindsey W. Williams, Douglas L. Post and Tana Thomson all own small stakes. 

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

  • Investment management
  • Retirement planning
  • College savings plans
  • Estate planning
  • Diversification planning
  • Philanthropic giving
  • Tax management

Vista Capital Partners Client Experience

Vista Capital Partners 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.

Phillips & Company Advisors, LLC

Phillips & Company Advisors, LLC

Phillips & Company Advisors, a fee-based firm located in Portland, is next on our list of the top firms in Oregon. Its client base is primarily composed of individuals without a high net worth, although the firm also works with high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charities and business entities. Phillips & Company does not have a minimum account requirement. 

The firm has a number of employees who hold FINRA licenses and/or are licensed to sell insurance, but no financial certifications like the certified finanal planner (CFP) or chartered financial analyst (CFA) designations.

As a fee-based firm, Phillips & Company advisors can earn commissions on the sale of certain securities or insurance products. While this creates a potential conflict of interest, the firm is a fiduciary and must act in its clients' best interests. 

Phillips & Company Advisors Background

Founded in 2004, the firm initially conducted its advisory business as Phillips & Company Securities. It has been registered as an investment advisor with the SEC since 2011. Timothy C. Phillips, who serves as the firm's CEO and majority owner, ran for Congress in in 2004. 

Phillips & Company offers a variety of asset management options, including porfolios through Lockwood Capital Management. The firm also offers clients pension consulting services, endowment and foundation consulting, and help selecting other advisors, including private fund managers. 

Phillips & Company Advisors Investment Strategy

Phillips & Company may employ several different investment strategies when managing client portfolios, including the use of long-term purchases, short-term purchases, frequent trading and margin transactions.

The firm offers advice on a myriad of investments, including mutual funds, ETFs, exchange-listed securities, certificates of deposit (CDs), municipal securities, foreign issues, warrants, corporate debt, among others. Phillips & Company may also invest client assets in partnerships that invest in real estate, oil and gas interests or hedge funds

Sloy Dahl & Holst, Inc.

Sloy Dahl & Holst, Inc.

Sloy Dahl & Holst, a fee-based firm located in Portland, is the eighth-rated financial advisor firm in the state. Its relatively small team of advisors features several different financial designations, including three certified financial planners (CFPs), a qualified plan financial consultant (QPFC), one accredited investment fiduciary analyst (AIFA), as well as one accredited investment fiduciary (AIF). 

The firm does not generally require a minimum investment to open an account. However, Sloy Dahl & Holst is fee-based, so some advisors can earn commissions on the sale of insurance products, creating a potential conflict of interest. It's important to note that the firm is a fiduciary and must always act in its clients' best interests despite this potential conflict. 

Sloy Dahl & Holst Background

Sloy Dahl & Holst, which has provided investment advice to clients since 1988, is owned by Ron Sloy and James Holst through a pair of holding companies. Sloy and Holst are equal partners in the business. 

The firm specializes in portfolio management, financial consulting and employee benefit plan management. It currently manages all of its clients' assets on a discretionary basis, meaning the firm has authority to manage accounts with clients approving individual transactions. 

Sloy Dahl & Holst Investment Strategy

As part of the firm's portfolio management services, it may invest client assets in one or more of its five proprietary model portfolios that are guided by the following strategies: conservative, moderate, balanced, growth and aggressive. 

The firm may use quatitative and qualitative methods of analysis when evaluating investments, and engage in long-term purchasing (holding securities for at least one year). However, investment strategy and advice typically depend on a client's risk tolerance, time horizon, financial siutation, liquidity needs and other factors. 

Matisse Capital

Matisse Capital

Fee-only Matisse Capital, No. 9 on our list, requires a minimum initial investment of $1 million for new clients to join. Although this number might seem high, the firm actually works with significantly more individuals than their high-net-worth counterparts. Investment companies, other investment advisors, pooled investment vehicles, pensions, profit-sharing plans, charities and government entities are other common Matisse clients. The financial advisor firm does business in Lake Oswego.

Matisse Capital has a small advisory staff that features three chartered financial analysts (CFAs) and one advisor with a certificate in investment performance measurement (CIPM). As a fee-only firm, Matisse Capital's advisors do not sell securities, insurance or earn commissions, which could present a conflict of interest. Instead, the firm makes its money entirely from client fees.

Matisse Capital Background

CIO Bryn Torkelson founded the predecessor to Matisse Capital, Deschutes Portfolio Strategies, in 2010. The firm underwent a complete rebranding to Matisse Capital in January 2018. Torkelson has been employed in the investment and financial management field for 40 years, getting his start in 1981 as a broker for Smith Barney in Seattle. 

On a large scale, Matisse Capital provides four distinct management services: individual wealth management, retirement plan management for sponsors and participants, nonprofit management and closed-end fund research and portfolio management.

Matisse Capital Investment Strategy

According to its Form ADV, Matisse Capital invests almost exclusively in "low-fee, institutional class, no-load, open-end mutual funds." It believes the inherent diversification, lower management fees and liquidity of these funds make them extremely desirable investments. While mutual funds are undoubtedly their own investment type, they often specialize in certain securities, like equities. Beyond the diversification naturally seen in mutual funds, Matisse Capital explicitly vows that it will internally diversify its mutual fund investments throughout different companies.

"We select mutual funds with long-term performance under a consistently applied strategy and/or manager group, low expense ratios, low historical volatility, protection of capital in bear markets and smaller fund size," the firm states in its Form ADV. 

Cutler Investment Counsel, LLC

Cutler Investment Counsel, LLC

Culter Investment Counsel, located in Jacksonville, rounds out our list of the top-rated financial advisor firms in the Beaver State. Fee-only, Cutler works primarily with non-high-net-worth individuals. Its client base also includes individuals with a high net worth, investment companies, pension and profit-sharing plans, trusts, estates, charities and business entities. The firm does not impose a required account minimum. 

Cutler's team includes four certified financial planners (CFPs), an accredited investment fiduciary (AIF), a certified investment management analyst (CIMA), an investment adviser certified compliant professional (IACCP) and a financial paraplanner qualified professional (FPQP).  

Cutler Investment Group Background

Founded in 2003, the firm is owned by CEO Matthew Patten, chief investment officer Erich Patten, chief compliance officer Brooke Cutler Ashland and director of client relations Carol Fischer.

In addition to investment management services, Cutler offers financial planning covering a variety of areas that include balance sheet reviews, budget reviews, cash flow analysis, investment allocation, retirement analysis, Social Security withdrawal strategies and more. 

Cutler Investment Group Investment Strategy

Cutler offers a variety of investment options to individual and institutional clients. While individual portfolios may be tailored to the needs of clients and comprise a variety of securities, Cutler may also use its dividend-based equity strategy, which relies on large U.S.-based companies with defined divident histories. 

The firm also offers what it calls its Intelligent Portfolio Program, an automated investment program steered by a range of investment strategies. This approach typically relies on ETFs and cash allocations. 

How Long $1mm 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 the cost of living in retirement for that location.

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

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. 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. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

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