Browse all advisors in Oregon

Every advisor below is licensed to work with clients in Oregon. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find Oregon advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
3,803
Retired
2,286
Wealth management
2,200
Tax-loss harvesting
2,176
Executive
1,909
Retirement plans for business owners (SEP, solo 401k)
1,413
Retirement income strategy
1,120
College savings (529s, UTMA, etc.)
950
ESG / Sustainable investing
918
General retirement planning
900
Private / alternative investments
821
Active portfolio management
772
Options & derivatives strategies
679
General estate planning guidance
532
Concentrated stock management
528
Business exit / sale strategy
527
Charitable giving & philanthropy
522
Passive / index investing
463
Cash flow / budgeting
462
Annuities
453
Income planning
452
Self-Employed
367
Approaching retirement
340
HENRY (High Earners, Not Rich Yet)
332
Real estate investing
325
Multi-generational wealth transfer
301
Business succession planning
286
Business ownership considerations
201
Social Security optimization
169
Established Professionals
161
Equity compensation tax strategy
132
General tax planning
132
Financial Professional
116
Divorce financial planning
113
Retirement withdrawal strategies
92
Debt management
65
Mid-Career Professionals
65
Planning for children with special needs
63
Women Professionals
62
Professional Athlete
57
Long-term care insurance
51
Tax strategies for small businesses
40
Business sale tax planning
39
Values-based investing
38
Educators, Teachers, and Academics
35
Factor investing / smart beta
32
Military & Veterans
32
Retired
30
Charitable giving tax strategies
27
Dentist
26
Family Business
21
Life insurance needs analysis
21
Doctor or Medical Professional
19
Equity Recipients (RS/RSU, SOP, ESPP)
19
Parents
16
Business Financial Management
14
LGBTQIA
14
Roth conversion strategy
14
Attorney
11
Liquidity event planning
11
Disability insurance
10
Technology Professional
10
Religious/faith focused
9
Trust structures (GRAT, IDGT, revocable)
9
Exec comp design
7
Young Professionals
7
Public Service Employee
6
Christian Faith Based
4
Elder care planning
3
Sandwich Generation
3
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