Top 10 advisors in Portland
We’ve curated a list of the best financial advisors in Portland, take a look at it below
Find an advisor in Portland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,050,000,000 | 200 advisors | ||
| 2 | $2,200,862,557 | 29 advisors | ||
| 3 | $829,561,294 | 15 advisors | ||
| 4 | $757,108,671 | 10 advisors | ||
| 5 | $648,003,116 | 13 advisors | ||
| 6 | $540,784,152 | 9 advisors | ||
| 7 | $361,459,970 | 5 advisors | ||
| 8 | $267,109,676 | 7 advisors | ||
| 9 | $264,134,196 | 11 advisors | ||
| 10 | $107,250,131 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Portland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Portland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Greenbacker Capital Management LLC
Assets under management
$3,050,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Vigilant Wealth Management
Assets under management
$2,200,862,557
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Headinvest
Assets under management
$829,561,294
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Portland Global Advisors LLC
Assets under management
$757,108,671
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Advise On Retention Of Other Inv Advisers & Philanthropic Strategies On Request
5. Old Port Advisors
Assets under management
$648,003,116
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
6. Great Diamond Partners, LLC
Assets under management
$540,784,152
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Business Transition Planning
- Not sure which one to choose?Use our smart matching tool
7. Aries Wealth Management, LLC
Assets under management
$361,459,970
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Robinson Smith Wealth Advisors, LLC
Assets under management
$267,109,676
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Penobscot Financial Advisors
Assets under management
$264,134,196
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Harvest Asset Group, LLC
Assets under management
$107,250,131
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.