Ways to browse advisors serving Oregon

Pick a specialty or descriptor to browse more advisors serving Oregon.

By how they work

Type	Advisors
Large-firm	3,734
Flat-fee	3,542
Independent	2,214
Seasoned	2,120
CFP®-certified	1,229

By who they serve

Type	Advisors
High-net-worth	1,197
Baby Boomer	40
Gen X	7
Millennial	7

Browse by city

Find advisors near a specific metro area in Oregon.

City	Advisors
Portland, OR	3,156
Beaverton, OR	3,147
Tigard, OR	3,136
Hillsboro, OR	3,060
Ontario, OR	1,039
Bend, OR	355
Springfield, OR	348
Eugene, OR	341
Albany, OR	315
Salem, OR	281
Pendleton, OR	244
Hermiston, OR	243
Medford, OR	195
Newport, OR	152
Corvallis, OR	143
Grants Pass, OR	127
Klamath Falls, OR	52
Hood River, OR	46
The Dalles, OR	44
Roseburg, OR	39
North Bend, OR	25
Coos Bay, OR	25
Brookings, OR	16
Astoria, OR	15
La Grande, OR	13
Baker City, OR	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,805
Retired	2,290
Wealth management	2,202
Tax-loss harvesting	2,178
Executive	1,915
Retirement plans for business owners (SEP, solo 401k)	1,416
Retirement income strategy	1,124
College savings (529s, UTMA, etc.)	957
ESG / Sustainable investing	921
General retirement planning	900
Private / alternative investments	824
Business exit / sale strategy	790
Active portfolio management	772
Options & derivatives strategies	678
Concentrated stock management	604
General estate planning guidance	535
Charitable giving & philanthropy	516
Passive / index investing	466
Cash flow / budgeting	463
Annuities	454
Income planning	450
Self-Employed	368
Approaching retirement	340
HENRY (High Earners, Not Rich Yet)	330
Real estate investing	326
Multi-generational wealth transfer	300
Business succession planning	288
Business ownership considerations	202
Social Security optimization	170
Established Professionals	161
General tax planning	134
Equity compensation tax strategy	132
Financial Professional	117
Divorce financial planning	113
Retirement withdrawal strategies	93
Mid-Career Professionals	66
Debt management	65
Planning for children with special needs	63
Women Professionals	63
Professional Athlete	57
Long-term care insurance	51
Tax strategies for small businesses	42
Business sale tax planning	38
Educators, Teachers, and Academics	34
Factor investing / smart beta	33
Military & Veterans	33
Retired	30
Charitable giving tax strategies	27
Dentist	26
Equity Recipients (RS/RSU, SOP, ESPP)	24
Family Business	23
Life insurance needs analysis	22
Doctor or Medical Professional	20
Values-based investing	20
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
Young Professionals	9
Trust structures (GRAT, IDGT, revocable)	8
Public Service Employee	6
Christian Faith Based	4
Sandwich Generation	3
Young Families	3

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