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RANK
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NAME
WEBSITE
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ADDRESS/PHONE
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SENIOR EXEC(S)
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OREGON AUM/ WORLDWIDE AUM
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FINANCIAL PLANNERS/ ORE. EMPLOYEES
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SPECIALTIES
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MIN. ACCT. SIZE/ YEAR ESTAB.
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1300 S.W. Fifth Ave. , 18th Floor
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Portland 97201 503.886.2377
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Jeff Grubb
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April Sanderson
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Full-service and online brokerage, wealth planning,
equity research, portfolio management, investment
consulting, trust, private banking and insurance
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1211 S.W. Fifth Ave., Ste. 2185
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Portland 97204 503.223.1720
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Janeen S. McAninch
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Pat Becker Sr.
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Asset mgmt. for individuals and institutions; large-,
mid- and small-cap, balanced and fixed-income
strategies via sep. accounts and no-load mutual funds
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200 S.W. Market St., Ste. 1900
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Portland 97223 503.226.7000
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Regional, full-service broker dealer and RIA with
access to every trading market; in-house Oregon bond
department
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888 S.W. Fifth Ave., Ste. 1200
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Portland 97204 503.226.1444
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James H. Rudd
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Steven J. Holwerda
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Diversified portfolios consisting of individual
securities; personalized investment strategies
including equity, equity-income, international,
REITs, and strategic opportunities
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P.O. Box 2305
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Salem 97308 503.363.3136
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Michael S. Compton
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Bonnie S. Hindman
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Personal trusts, inv. mgmt., qualified ret. plans,
IRAs, conservatorships, estate mgmt., custom/agency
accts., securities safekeeping, charit. trusts
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1211 S.W. Fifth Ave., Ste. 2830
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Portland 97204 503.223.2500
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MacGregor Hall
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Bryn Torkelson
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Comprehensive financial planning and wealth
management, corporate retirement plan consulting,
retirement income solutions, strategic solutions for
business owners
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Key Private Bank/Key Investment
Services
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key.com
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1211 S.W. Fifth Ave., Ste. 560
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Portland 97204 800.790.7620
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Wealth management, trust services, investment
management, brokerage services, retirement planning,
financial planning and insurance services
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“Every seven seconds somebody is turning 60
years old. More and more people will begin to
wonder if they have enough money to retire and what
to do with it when they do. That’s going to
last 15 years and we are really just at the
beginning of it.”
STEVE HOLWERDA, PRINCIPAL AND COO,
FERGUSON WELLMAN CAPITAL MANAGEMENT, PORTLAND
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15211 S.W. 68th Ave.
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Portland 97223 503.597.1616
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Fiduciary, investment and consulting services for
qualified retirement plans and private clients
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1300 S.W. Fifth Ave., Ste. 2100
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Portland 97201 503.224.0858
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Full-service wealth management; utilizing a
multi-manager approach; catering to business owners,
CEOs and high-net-worth individuals
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5665 S.W. Meadows Rd., Ste. 200
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Lake Oswego 97035 503.620.5329
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Scott Barchus
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Toby Daniels
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Personal financial planning, estate planning,
business transitions, high-net worth investment
management, business valuation, bundled 401(K)
services
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1001 S.W. Fifth Ave., Ste. 2200
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Portland 97204 866.882.5840
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Scot Berryman
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Jim Mead, Sean Gabrio
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Financial planning, alternative investments,
executive comp. plans; special focus on assisting
business owners, physicians and corporate executives
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8995 S.E. Otty Rd.
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Portland 97086 503.788.4200
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Mid-cap value stock portfolios, income-producing
portfolios and concentrated equity portfolios for
individuals, institutions and retirement plans
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9755 S.W. Barnes Rd., Ste. 595
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Portland 97225 503.772.9500
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Michael J. O’Reilly
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Douglas E. Johanson
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Fee-only investment advisor focusing on wealth
management and personal asset management for
individuals and local institutional clients
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810 Main St.
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Klamath Falls 97601 541.882.5488
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12725 S.W. 66th Ave., Ste. 102
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Portland 97223 503.624.4600
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Gregory A. Parrott
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Steven M. Fain
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Personal economic advisors, CPAs and chartered
financial consultants (ChFCs); 13-part comprehensive
planning program
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1001 S.W. Fifth Ave., Ste. 2200
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Portland 97204 503.221.8610
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Financial consulting including the use of alternative
investments, taxation planning, business-transaction
planning and debt-side balance-sheet management
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12455 S.W. 68th Ave.
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Portland 97223 503.597.2222
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Judith A. McGee
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D. Linette Dobbins
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Retirement/estate planning, comp. financial planning,
specialized diversification strategies for
concentrated stock positions, philanthropy
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111 S.W. Fifth Ave., Ste. 4100
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Portland 97204 503.223.5358
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Multi-client family office providing comprehensive
and integrated wealth management services for
individuals and families of significant wealth
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1915 N.W. AmberGlen Pkwy., Ste. 150
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Beaverton 97006 503.844.9146
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Leonard T. Berard
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Kristy A. Motta
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Customized financial plans for corporate executives,
small business owners and professionals
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1675 S.W. Marlow Ave., Ste. 401
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Portland 97225 503.352.1300
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Mark Rosenbaum
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Fred Rosenbaum
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Business planning: qualified and non-qual. plan
design, profit-sharing, supplemental exec. comp.,
group insurance; individual retirement,
estate/business succession, individual insurance
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4800 S.W. Macadam Ave., Ste. 305
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Portland 97239 503.227.5284
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David Morganstern
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Marilyn Bergen
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Holistic wealth management integrating investment
management with life and wealth goals for speciality
physicians and successful small business owners.
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4380 S.W. Macadam Ave., Ste. 250
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Portland 97239 503.228.1116
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Fee-only asset management for individuals,
institutions, foundations, endowments, and retirement
plans; financial planning; small-cap growth equity
management for institutions
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121 S.W. Morrison St., Ste. 875
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Portland 97204 503.292.1041
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Stuart B. Allen
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William A. Harris
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Corporate trust services and investment management of
securities, unique assets, and real estate for
individuals and charitable organizations
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The Partners Group Ltd./TPG Financial
Advisors LLC
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tpgrp.com
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11740 S.W. 68th Pkwy., Ste. 200
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Portland 97223 503.241.9550
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Bruce Kerr
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Rod Cruickshank
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Life/wealth planning, investment management and
retirement plan consulting services
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111 S.W. Fourth St.
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Corvallis 97333 541.757.2331
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Dorann A. Hurley
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Megan E. Schneider
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Registered investment advisory firm specializing in
retirement planning
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Oregon Pacific Financial Advisors
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opfa.com
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210 W. Eighth St.
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Medford 97501 541.772.1116
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Macro strategic planning, wealth management,
retirement distribution strategies
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2720 Commercial St. S.E., Ste. 260
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Salem 97302 503.581.6020
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Ronald W. LeBlanc, CFP
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W. Ray Sagner, CFP
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Wealth management and financial planning advice on a
fee-only basis
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One S.W. Columbia St., Ste. 1680
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Portland 97258 503.459.4651
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Customized investment management for individuals and
groups
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Northwestern Mutual Financial
Network
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nmfn.com
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1221 S.W. Yamhill St., Ste. 400
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Portland 97205 503.223.7335
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Full financial planning and advisory services for
individuals and businesses
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38975 Proctor Blvd./P.O. Box 38
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Sandy 97055 503.668.2530
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Estate planning, retirement planning, rollovers,
IRAs, stocks, bonds, mutual funds, insurance,
fee-based financial planning and asset mgmt.
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711 Chemawa Rd. N.E.
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Keizer 97303 503.390.8011
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Retirement planning, managing risk, income
distribution planning, financial coaching, life
planning
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1500 S.W. First Ave., Ste. 1000
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Portland 97201 503.226.6700
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Mark Gaskill
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Gene Zimmerman
|
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Separately managed accounts
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11050 S.E. 105th
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Portland 97086 503.794.2737
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Personal and small business financial planning, 401k
and pension plans, rollover IRAs, retirement income,
college funding, wealth management
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10300 S.W. Greenburg Rd., Ste. 115
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Portland 97223 503.452.1210
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Multicap growth management of separately managed
accounts offering investments in equities, fixed
income and international; trust services
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12655 S.W. Center St., Ste. 520
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Beaverton 97005 503.684.6116
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Russell D. Francis
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Gabriel J. Markiz
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