Top advisors in Oregon
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might consider a financial advisor in Oregon when you're navigating complex financial decisions unique to your life stage or goals. A common pitfall is working with someone who applies generic advice without understanding your specific local market and personal circumstances.
- Local market insight. Look for advisors who understand Oregon's economic landscape and how it impacts your investments and financial planning.
- Experience with diverse client needs. Ask how they tailor strategies for clients at different life stages or with varying financial goals.
- Fee structure clarity. Confirm how they charge for their services to ensure it aligns with your budget and expectations.
- Firm size implications. Consider whether you prefer the resources of a large firm or the personalized attention of a smaller, independent advisor.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Devin H
CFP®, Series 65
Bend, OR
Farther
Devin Harrigan is well-equipped to assist with financial planning in Oregon, leveraging 21 years of experience and expertise in passive/index investing, retirement plans for business owners, and options strategies. Operating independently with a flat-fee structure, he offers personalized attention through Farther's technology-driven platform, combining bespoke and algorithmic portfolios, which may appeal to clients seeking a seasoned advisor familiar with local market nuances.
Experience: 21 years
Avg account: $972,193
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Theodore P
Series 65
Plano, TX
Fisher Investments
This advisor may not be the best fit for those specifically seeking financial advisors in Oregon due to his location in Plano, TX, but his expertise in tax-loss harvesting, ESG investing, and active portfolio management could benefit clients with complex investment needs. Working at Fisher Investments, a large firm serving high-net-worth clients with a 1.50% AUM fee, he offers access to institutional-level resources and a centralized investment process that blends quantitative and qualitative research.
Experience: 6 years
Avg account: $1,664,526
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Ryan H
Series 66
Highland Village, TX
Morgan Stanley
Ryan Hubka's 26 years of experience and expertise in general estate planning guidance equip him to address complex financial decisions, although he is based in Texas rather than Oregon. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers structured financial planning and access to extensive resources, which may differ from smaller, local Oregon advisors focused solely on regional market nuances.
Experience: 26 years
Avg account: $670,481
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Kenneth D
Series 63, Series 65
Parsippany, NJ
Primerica Advisors
Kenneth Detz's extensive 34 years of experience and expertise in business exit strategies and tax-loss harvesting equip him to address complex financial needs effectively. Operating within Primerica Advisors, a large firm offering flat-fee and subscription-based financial planning, he provides diverse fee options and access to a broad range of investment programs, distinguishing him from advisors focused solely on local markets or smaller firms.
Experience: 34 years
Avg account: $230,599
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John R
Series 63, Series 66
San Francisco, CA
1919 Investment Counsel, LLC
John Roberson's expertise in ESG, private investments, and real estate aligns well with clients seeking specialized financial strategies, particularly those with high-net-worth profiles. Operating from 1919 Investment Counsel, which manages nearly $24 billion and offers both discretionary and non-discretionary portfolio management, he provides a core and satellite investment approach with a 1% annual fee on equity accounts, distinguishing him from advisors with different fee structures or investment focuses.
Experience: 20 years
Avg account: $4,080,449
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