Verified · Portland
Trusted Financial Advisors in Portland, OR
Trust matters when you're inviting a pro into your home or business. These financial advisors in Portland have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Portland, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Elevate Wealth Advisors with a 5.0-star rating from 32 Google reviews and an RNM Score of 89/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Willamette Financial Advisors, LLC (By Appointment Only)
Willamette Financial Advisors stands out as the top-ranked firm due to its highly personalized, fee-only fiduciary approach and strong local reputation in Portland.
Most Reviewed
Edward Jones - Financial Advisor: Hailey Percival, CFP®
A high number of reviews indicates broad client experience and trust, which can help you gauge service consistency and satisfaction.
When choosing a financial advisor in Portland, verify their fiduciary status and fee structure, and consider scheduling initial consultations with at least two firms to compare their approach and compatibility with your goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
19
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 32 Google reviews, reflecting exceptional client satisfaction.
615 High St #100, Oregon City, OR 97045, USAPortland financial advisor with a flawless 5.0★ rating from 89 client reviews.
4600 S Kelly Ave, Portland, OR 97239, USARated 5.0 stars from 20 Google reviews, a trusted Portland financial advisor.
A, Portland, OR 97213, USAFinancial 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 | Edelman Financial Engines10500 SW Greenburg Rd #200, Portland, OR 97223, USA | 5.0★ | 3 |
| #5 | TenBridge Partners806 SW Broadway #800, Portland, OR 97205, USA | 4.8★ | 22 |
| #6 | Brighton Jones1455 NW Irving St UNIT 590, Portland, OR 97209, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Hailey Percival, CFP®1260 SE Lambert St Suite 103, Portland, OR 97202, USA | 5.0★ | 21 |
| #8 | JGP Wealth Management1140 SW Washington St Suite 640, Portland, OR 97205, USA | 5.0★ | 10 |
| #9 | Willamette Financial Advisors, LLC (By Appointment Only)6650 SW Redwood Ln #310, Portland, OR 97224, USA | 5.0★ | 2 |
| #10 | Infinite Heights Wealth Management2701 NW Vaughn St # 450, Portland, OR 97210, USA | 5.0★ | 30 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Portland
Top-rated Portland financial advisor with a perfect 5.0-star rating from early clients.
10500 SW Greenburg Rd #200, Portland, OR 97223, USA
Praised by clients with a stellar 4.8-star rating across 22 reviews.
806 SW Broadway #800, Portland, OR 97205, USA
Earns a perfect 5.0-star rating from a small but satisfied client base.
1455 NW Irving St UNIT 590, Portland, OR 97209, USA
5.0 stars from 21 Google reviews, reflecting exceptional client satisfaction.
1260 SE Lambert St Suite 103, Portland, OR 97202, USA
Trusted Portland financial advisor with a flawless 5.0-star rating from 10 reviews.
1140 SW Washington St Suite 640, Portland, OR 97205, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional early client satisfaction.
6650 SW Redwood Ln #310, Portland, OR 97224, USA
Trusted by locals with a perfect 5.0★ rating across 30 Google reviews.
2701 NW Vaughn St # 450, Portland, OR 97210, USA
Rated 5.0 stars from 7 reviews, this Portland financial advisor is highly recommended.
121 SW Morrison St #905, Portland, OR 97204, USA
Trusted financial advisor in Portland with a solid 4.4-star rating from 12 reviews.
200 SW Market St #550, Portland, OR 97201, USA
Five-star rating from one Google review highlights strong client satisfaction.
521 SW 11th Ave #200, Portland, OR 97205, USA
Top-rated financial advisor in Portland with a perfect 5.0-star rating from 7 reviews.
15350 SW Sequoia Pkwy #150, Portland, OR 97224, USA
5.0 stars from authentic local reviews reflect trusted financial guidance in Portland.
111 SW 5th Ave #2650, Portland, OR 97204, USA
A 4.5-star rating from 2 Google reviews reflects strong initial client satisfaction.
7837 SW Capitol Hwy, Portland, OR 97219, USA
Rated 5.0 stars from one Google review, a top choice for financial guidance in Portland.
2416 SW Vista Ave, Portland, OR 97201, USA
5.0-star rating backed by over 60 Google reviews from local clients.
700 NE Multnomah St Suite 820, Portland, OR 97232, USA
Rated 5.0 stars from a small number of Google reviews in Portland.
707 SW Washington St #910, Portland, OR 97205, USA
5.0 stars from 52 reviews, reflecting consistently excellent client feedback in Portland.
5 Centerpointe Dr, Lake Oswego, OR 97035, USA
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Financial Advisors in Portland, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Elevate Wealth Advisors | 89/100 | 5.0 ★ | 32 |
| 2 | Somerset Wealth Strategies | 83/100 | 5.0 ★ | 89 |
| 3 | PDX Money Coaching | 87/100 | 5.0 ★ | 20 |
| 4 | Edelman Financial Engines | 66/100 | 5.0 ★ | 3 |
| 5 | TenBridge Partners | 84/100 | 4.8 ★ | 22 |
| 6 | Brighton Jones | 74/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Hailey Percival, CFP® | 78/100 | 5.0 ★ | 21 |
| 8 | JGP Wealth Management | 71/100 | 5.0 ★ | 10 |
| 9 | Willamette Financial Advisors, LLC (By Appointment Only) | 76/100 | 5.0 ★ | 2 |
| 10 | Infinite Heights Wealth Management | 77/100 | 5.0 ★ | 30 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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