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Same-Day Financial Advisors in Portland, OR
Can't wait a week? These financial advisors in Portland offer same-day or next-day appointments. Call now to check availability.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Portland, OR by verified customer ratings and review volume. The highest-rated is Elevate Wealth Advisors with a 5.0-star rating from 32 verified reviews. Also in the top tier: Somerset Wealth Strategies and PDX Money Coaching. The average rating across all listed financial advisors in Portland is 4.9 stars from 19 reviews per business on average.
Financial advisors in Portland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
19
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Elevate Wealth Advisors
615 High St #100, Oregon City, OR 97045, USA
Somerset Wealth Strategies
4600 S Kelly Ave, Portland, OR 97239, USA
Financial Advisors Rankings in Portland, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Elevate Wealth Advisors615 High St #100, Oregon City, OR 97045, USA | 5.0★ | 32 |
| #2 | Somerset Wealth Strategies4600 S Kelly Ave, Portland, OR 97239, USA | 5.0★ | 89 |
| #3 | PDX Money CoachingA, Portland, OR 97213, USA | 5.0★ | 20 |
| #4 | JGP Wealth Management1140 SW Washington St Suite 640, Portland, OR 97205, USA | 5.0★ | 10 |
| #5 | Interactive Wealth Advisors, Inc.121 SW Morrison St #905, Portland, OR 97204, USA | 5.0★ | 7 |
| #6 | Infinite Heights Wealth Management2701 NW Vaughn St # 450, Portland, OR 97210, USA | 5.0★ | 30 |
| #7 | Lifelong Wealth Management5 Centerpointe Dr, Lake Oswego, OR 97035, USA | 5.0★ | 52 |
| #8 | Modernist Financial707 SW Washington St #910, Portland, OR 97205, USA | 5.0★ | 2 |
| #9 | Willamette Financial Advisors, LLC (By Appointment Only)6650 SW Redwood Ln #310, Portland, OR 97224, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Hailey Percival, CFP®1260 SE Lambert St Suite 103, Portland, OR 97202, USA | 5.0★ | 21 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Portland
JGP Wealth Management
1140 SW Washington St Suite 640, Portland, OR 97205, USA
Interactive Wealth Advisors, Inc.
121 SW Morrison St #905, Portland, OR 97204, USA
Infinite Heights Wealth Management
2701 NW Vaughn St # 450, Portland, OR 97210, USA
Lifelong Wealth Management
5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Modernist Financial
707 SW Washington St #910, Portland, OR 97205, USA
Willamette Financial Advisors, LLC (By Appointment Only)
6650 SW Redwood Ln #310, Portland, OR 97224, USA
Edward Jones - Financial Advisor: Hailey Percival, CFP®
1260 SE Lambert St Suite 103, Portland, OR 97202, USA
Financial Investment Team
15350 SW Sequoia Pkwy #150, Portland, OR 97224, USA
Phillips and Company
521 SW 11th Ave #200, Portland, OR 97205, USA
Raaf Investment Advisors
2416 SW Vista Ave, Portland, OR 97201, USA
Deschutes Investment Consulting, LLC.
200 SW Market St #550, Portland, OR 97201, USA
Edward Jones - Financial Advisor: Pat Darragh, CFP®
111 SW 5th Ave #2650, Portland, OR 97204, USA
Edelman Financial Engines
10500 SW Greenburg Rd #200, Portland, OR 97223, USA
Brighton Jones
1455 NW Irving St UNIT 590, Portland, OR 97209, USA
Bridgetown Wealth Management
700 NE Multnomah St Suite 820, Portland, OR 97232, USA
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Frequently Asked Questions — Financial Advisors in Portland
What is a fiduciary financial advisor and why does it matter in Portland?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Portland, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Portland?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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