Top Financial Advisors in Portland, OR

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Ferguson Wellman Capital Management landed the second spot on our list. Ferguson Wellman’s AUM is far from its only distinction. The fee-only firm is also the oldest on this list and one of the biggest, with a large team of advisors on staff. Of those advisors, there are  certified financial planners (CFPs), chartered financial analysts (CFAs) and certified trust and financial advisors (CTFAs).

To be a client, you’ll need at least $4 million, which is one of the highest account minimums on this list. However, the firm has another division, West Bearing Investments, that has a much lower account minimum of $1 million

Ferguson Wellman Capital Management Background

Ferguson Wellman Capital Management, Inc. is the oldest firm on this list, as it was founded in 1975. The employee-owned firm offers investment account management services and wealth management services, which include financial forecasting, budget management, estate planning, tax guidance and charitable giving planning services. 

At Ferguson Wellman, each client is served by a team, not by an individual advisor. A relationship associate and portfolio manager tend to planning, long-term strategies and day-to-day needs, while a team of analysts weighs in with expertise and experience. The firm's in-house team of analysts creates most of the firm’s investment strategies, which primarily use individual securities. 

Ferguson Wellman Capital Management Investment Strategy

Ferguson Wellman Capital Management's investment principles prioritize a focus on the long term, an analysis of the global economic landscape and the management of risk. The firm offers several investment strategies, which it customizes according to each client's risk tolerance, time horizon, income needs and other factors. 

Its strategies, which primarily use individual securities, include large-cap tax-efficient equity, large-cap core equity, large-cap dividend value, international equity, fixed income and alternatives, such as hedge funds, private equity, private real estate or other nontraditional assets.

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The individual investment management services at Becker Capital Management require at least $1 million in investable assets. However, portfolio management for institutions calls for $3 million. The fee-only firm is one of the oldest and biggest on this list.

Of Becker Capital Management’s several advisors, there are certified financial planners (CFPs) and chartered financial analysts (CFAs), among others. 

Becker Capital Management serves high-net-worth individuals, families, trusts, estates, institutional investors, nonprofit organizations and more.

Becker Capital Management Background

Founded in 1976, Becker Capital Management, Inc has been in business for nearly four decades. Becker Capital Management is completely employee-owned. Four employees - CEO Janeen McAninch, president Patrick Becker, Jr., CIO Blake Howells and partner John Becker - each own more than 5% of the firm. 

 For its individual clients, the firm offers customized investment advisory services, and it says that it offers financial planning services "as needed." Its financial planning services are focused on helping clients achieve financial security. 

Becker Capital Management. Investment Strategy

Becker Capital Management, Inc. creates customized portfolios for each client, based on his or her current income, risk tolerance, restrictions and long-term growth needs. The firm works with each of its clients to determine the appropriate asset allocation for both their taxable portfolios and their retirement funds, with a focus on tax efficiency.  

Becker Capital Management uses both active and passive strategies for client portfolios. Its investment strategies include all cap value equity, all cap value equity with exchange-traded funds (ETFs), focused all cap value equity, large cap value equity, balanced, balanced with ETFs and fixed income. Typically Becker Capital Management invests its clients' assets in individual value-oriented stocks, municipal and taxable bonds, mutual funds and exchange-traded funds.

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Arnerich Massena ranks as the top firm on this list. It ranks in our review of the top financial advisors in the state of Oregon. Individuals and high-net-worth individuals are the most common client of Arnerich Massena. The firm, however, does continue to maintain relationships with trusts, estates, charitable organizations, endowments, businesses, foundations and retirement plans as well as individuals.

Throughout the advisory team at Arnerich Massena, you'll find chartered financial analysts (CFAs) and chartered alternative investment analysts (CAIAs). Other certifiations include certified financial planner (CFP), chartered retirement planning counselor (CRPC), certified private wealth advisor (CPWA) and certified public accountant (CPA).

Arnerich Massena Background

Arnerich Massena is an employee-owned firm that began doing business in 1991. Its principal owners are Anthony Arnerich (CEO, co-CIO and founder), Terri Schwartz (managing director of institutional services and business development), Bryan Shipley (co-CIO), Reegan Rae (senior investment advisor), Karl Hausafus (general counsel and CCO) and Christine Arnerich (principal).

Rather than employ a set of preselected services, Arnerich Massena caters to what each client type is looking for. For example, the firm offers services for individuals, institutions and retirement plan sponsors and participants.

Arnerich Massena Investing Strategy

Prior to the forming of any investment plans, an Arnerich Massena advisor will work with you to figure out your long-term financial goals and any risk-related stipulations you might have. This information is then compared to the risk profile and return potential of multiple traditional and alternative investments to ensure that the securities chosen for your portfolio are a perfect fit. To remain as complete as possible, the firm will also include any related findings from its proprietary market analysis.

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Vista Capital Partners, a fee-only firm that specializes in investment and wealth management, requires its clients to have at least $2 million in investable assets. The firm has both certified financial planners (CFPs) and chartered financial analysts (CFAs) on staff. 

Vista Capital Partners provides services for individuals, high-net-worth individuals, trusts, estates, businesses, corporate retirement plans, foundations, endowments and charitable institutions.

Vista Capital Partners Background

Vista Capital Partners, Inc. was founded in 2001. The firm's director of business, Michael O'Reilly, and its CEO, Doug Johanson, principally own the business. Other employees own a lesser percentage of the firm. 

In addition to its investment and wealth advisory services, Vista Capital Partners advises its clients on retirement planning, concentrated positions, college savings plans and charitable giving. The firm collaborates with clients' other advisors in the areas of insurance, estate planning and taxes to create a fully comprehensive wealth management plan. 

Vista Capital Partners Investment Strategy

At the start of each client relationship, Vista develops a custom investment policy statement, detailing a client's financial situation and objectives. Clients are able to impose restrictions on certain securities or types of securities. Each client's investment policy statement informs his or her investment plan.

Vista investment plans focus on asset allocation, which Vista says has been shown to be "the most important determinant of investment return and risk." To increase exposure to asset classes, Vista primarily invests its clients in index funds, which it believes can "maximize long-term returns by minimizing costs and taxes."

The firm employs a disciplined rebalancing strategy to ensure that portfolios remain within allocation targets.

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Multnomah Group is a fee-only financial advisor that works mostly with individuals -- around two-thirds of whom do not qualify as high-net-worth. Institutional clients at the firm include pension and profit sharing plans, charitable organizations and corporations.

The minimum account size at Multnomah is $250,000. Investment management fees are based on a percentage of assets under management, while financial planning fees are charged monthly.

The team includes three chartered financial advisors (CFAs), one accredited investment fiduciary (AIF), one certified plan fiduciary advisor (CPFA).

Multnomah Group Background

Multnomah was founded in 2003 and first registered with the SEC in 2005. The principal owners are Erik Daley and Scott Cameron.

Services offered include investment advisory, portfolio management and financial planning.

Multnomah Group Investment Strategy

Nearly all of the money at the firm is invested in mutual funds, with a small amount put into stocks and cash holdings.

The firm emphasizes research and long-term strategies when building portfolios.

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Phillips & Company Advisors comes next on our list and boasts a significant amount in assets under management. There is no minimum investment at this fee-based firm. Almost 80% of the client base at Phillips consists of individuals, but it also has relationships with high-net-worth individuals, retirement plans, businesses and charitable organizations.

As a fee-based operation, some of Phillips & Company's advisors have the opportunity to sell insurance products for commissions. The firm does abide by fiduciary duty, legally binding it to act in clients' best interests no matter what.

Phillips & Company Advisors Background

Philips & Company Securities, Inc., the predecessor to Phillips & Company Advisors, was created in 2004. The firm changed to the name it holds today in 2011. CEO Tim Phillips founded the firm and remains its majority owner. He has been in financial services industry for about 30 years and was, at one point, named by the Governor of Oregon to aid in the management of the state's venture capital and private equity investments.

Although Phillips & Company does offer some financial planning services, the majority of its offerings are related to investment management. This includes recommending asset allocations, tax optimization, periodic rebalancings and more. Some of its financial planning options are retirement planning, holistic wealth management and estate and trust planning.

Phillips & Company Advisors Investing Strategy

Prior to the beginning of any real investment planning, Phillips & Company Advisors will look to understand your personal financial needs. This will involve a one-on-one conversation with your advisor to discuss your ultimate financial goals, risk tolerance, time horizon, liquidity needs and any possible investment discretion you may desire.

Based on your finalized investor profile, a risk-adjusted investment plan will be drawn up. More specifically, you'll be paired with a specific asset allocation strategy that will dictate what investments your portfolio will hold. The firm has five proprietary models that take into account tax efficiency and risk/return.

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Cable Hill Partners is a fee-only firm managing a significnat number of individuals, high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, businesses and their retirement plans. 

The firm’s staff of advisors includes advisory certifications such as certified financial planner (CFP), certified investment management analyst (CIMA) and chartered retirement planning counselor (CRPC). 

Cable Hill doesn’t have a set account minimum. For advisory fees, the firm charges asset-based fees and fixed fees. 

Cable Hill Partners Background

Founded in 2014, Cable Hill is owned by David Christian, Jeffrey Krum and Brian Hefele. The firm specializes in portfolio management, financial planning, pension consulting and selection of other advisors. 

Cable Hill Partners Investment Strategy

Cable Hill typically employs a long-term approach to its investment decisions, and the firm says it mainly uses fundamental analysis to research and evaluate securities. The firm uses numerous sources for its research and analysis, including financial media companies, third-party research materials, internet sources, company prospectuses, press releases and more. 

The firm generally uses mutual funds, exchange-traded funds (ETFs), stocks and individual bonds.

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Almost eight out of every 10 clients at Sloy Dahl & Holst is an individual, with most of them being non-high-net-worth. Trusts, estates, corporations, investment companies, banks and charitable organizations complete the firm's overall client base. New clients will not need to abide by a minimum asset level to join.

The three co-founders of Sloy Dahl & Holst are all certified financial planners (CFPs). The firm also has certifications such as accredited investment fiduciary (AIF) and qualified plan financial consultant (QPFC) among its staff.

Certain advisors at Sloy Dahl & Holst can sell affiliate services to earn extra commissions. Alhough this could present a clear conflict of interest, the firm is bound by fiduciary duty and therefore must act in your best interest.

Sloy Dahl & Holst Background

Sloy Dahl & Holst was co-founded by its three principals: Ron Sloy, James Holst and Tony Dahl. Dahl passed away in 1996, leaving Sloy and Holst to remain the firm's owners.

Essentially all of the services available at this firm fall under the umbrella of portfolio management. It does also offer financial consulting and employer sponsored retirement plan management.

Sloy Dahl & Holst Investment Strategy

Sloy Dahl & Holst has built five proprietary investment models that clients are matched with based on their risk tolerance. Prior to this, though, the firm will finish a rigorous review of your personal investment needs, like your risk tolerance, liquidity needs, investment objectives and time horizon. Here's a short overview of the firm's asset allocation models:

• Sloy, Dahl & Holst Conservative Model: diversification across mostly bonds, money market funds and alternative investments like futures; 20% to 40% allocation in domestic and global equities
• Sloy, Dahl & Holst Moderate Model: some fixed-income investment are used, but mutual funds are the centerpiece; 35% to 55% allocation in domestic and global equities
• Sloy, Dahl & Holst Balanced Model: looks to find a balance between risk and safety through mutual funds and a 50% to 70% allocation in domestic and global equities
• Sloy, Dahl & Holst Growth Model: fixed-income securities and mutual funds become an afterthought, as domestic and global equities will occupy 65% to 85% of your portfolio
• Sloy, Dahl & Holst Aggressive Model: the riskiest strategy, this model contains an 80% to 100% allocation in domestic and global equities, with some fixed-income securities possibly mixed in

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Up next on our list of the top financial advisory firms in the city of Portland, Oregon is Vision Capital Management. This firm works primarily with individual clients. Of these individuals, a little less than half are high-net-worth individuals. However, most of the firm's assets come from its high-net-worth clients. The firm's institutional clients include a small number of pensions, profit-sharing plans, charities and other businesses.

Vision is a fee-only firm, so you won't have to worry about any conflicts of interest arising from advisors who can sell financial products to clients for commissions. The firm's minimum account balance requirement varies based on the type of account you open.

Vision Capital Management Background

Vision Capital Management was founded in 1999 and it registered as an investment advisor in the same year. It has been in business ever since and is entirely employee-owned. Suzanne P. McGrath, chairwoman, Marina L. Johnson, managing director Sarah Quist, director of client relationships and Clifford M. Yount, director of compliance and operations are the firm's four principal owners.

The firm provides its clients with investment portfolio management services as well as wealth planning services.

Vision Capital Management Investment Strategy

Vision Capital Management looks to tailor its investment strategies to the needs of its clients by working with clients to determine their tolerance for risk, financial situation and investment objectives. The goal of the firm is to help clients build and protect their wealth over the long term. Advisors craft custom investment plans and rebalance portfolios accordingly over time.

Vision and its advisors help clients determine proper asset allocation objectives as part of crafting investment strategies. They may take a variety of different investment approaches to help clients achieve their goals. 

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TPG Financial Advisors is a fee-based firm which works mostly with individuals, the majority of whom do not have a high net worth. Institutional clients at TPG include pension and profit sharing plans, charitable organizations and corporations.

There is no minimum account size at the firm. Investment management fees are charged based on a percentage of assets under management. Hourly and fixed fees are charged for financial planning. Some advisors are insurance agents and may earn commissions, which can be a conflict of interest.

The team has earned certifications including certified financial planner (CFP), accredited investment fiduciary (AIF), certified exit planning advisor (CEPA) and chartered financial consultant (ChFC).

TPG Financial Advisors Background

TPG was founded in 2006. The principal owner is Roderick B. Cruichshank, via The Partners Group. Ltd.

Services offered at the firm include investment management, financial planning, life insurance, executive benefits and exit planning.

TPG Financial Advisors Investment Strategy

Around two-thirds of the assets under management at TPG are invested in Mutual funds, with a further quarter invested in stocks. Bonds and cash holdings are also part of the overall portfolio at the firm.