24 financial advisors & firms and 12 insurance agents verified near Portland, OR — every one cited to the regulator, claimable and removable by the person named.
Talk to someone about my money
We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.
RIA firm · Portland, OR 97209 · Registered investment adviser · $3.2B AUM
CRD 43285 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $1.0B AUM
CRD 106648 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $1.2B AUM
CRD 136694 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $91M AUM
CRD 143984 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser
CRD 166010 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $235M AUM
CRD 171321 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $95M AUM
CRD 286242 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $156M AUM
CRD 299508 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $127M AUM
CRD 304245 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $20M AUM
CRD 306816 · verify at the regulator
RIA firm · Portland, OR 97209 · Registered investment adviser · $680M AUM
CRD 339744 · verify at the regulator
Advisor · Merrill Lynch Wealth Management · Portland, OR 97204 · Wealth management, Portland
RIA firm · Portland, OR 97204 · Registered investment adviser · $34.5B AUM
CRD 110228 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $5.7B AUM
CRD 110489 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $903M AUM
CRD 117127 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $875M AUM
CRD 166263 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $91M AUM
CRD 167033 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $643M AUM
CRD 182520 · verify at the regulator
RIA firm · Portland, OR 97204 · Registered investment adviser · $809M AUM
CRD 313103 · verify at the regulator
Advisor · Morgan Stanley · Portland, OR · Wealth management, Portland
Advisor · Morgan Stanley · Portland, OR · Wealth management, Portland
Advisor · UBS · Portland, OR · Wealth management, Portland
Advisor · Wells Fargo Advisors · Portland, OR · Wealth management, Portland
Advisor · UBS · Portland, OR 97205 · Wealth management, Portland
Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland
Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland
Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego
Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego
Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego
Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego
Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego
Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego
Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn
Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn
Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn
Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn
Verified advisors and insurance agents in the places closest to Portland, OR.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.
Directory · consent-first