#1 Catalyst Financial NW Corporation
CATALYST FINANCIAL NW CORPORATION
Based in Gresham, OR
Call (503) 661-9010 · WebsiteRetirement Plan Advisors in Multnomah County, OR
The top-ranked retirement plan advisors serving Multnomah County, OR are Catalyst Financial NW Corporation, Continuity Wealth Management, Corp. and Deschutes Investment Consulting, LLC. We list 49 retirement plan advisors serving Multnomah County, OR. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Multnomah County, OR. 49 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Multnomah County
#2 Continuity Wealth Management, Corp.
CONTINUITY WEALTH MANAGEMENT, CORP.Based in Portland, ORCall (503) 244-8905 · Website#3 Deschutes Investment Consulting, LLC
DESCHUTES INVESTMENT CONSULTING, LLCBased in Portland, ORCall (503) 224-3700 · Website#4 M Holdings Securities, Inc.
M HOLDINGS SECURITIES, INC.Based in Portland, ORCall (800) 656-6960 · Website#5 Multnomah Group, Inc.
MULTNOMAH GROUP, INC.Based in Portland, ORCall (503) 772-0159 · Website#6 Phillips And Company Advisors LLC
PHILLIPS AND COMPANY ADVISORS LLCBased in Portland, ORCall (503) 224-0858 · Website#7 Portland Private Wealth Management, Inc.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Based in Portland, ORCall (503) 405-9472 · Website#8 Preisz Financial
PREISZ ASSOCIATES, INC.Based in Portland, ORCall (503) 224-1600 · Website#9 Rvk, Inc.
R.V. KUHNS & ASSOCIATES, INC.Based in Portland, ORCall (503) 221-4200 · Website#10 Scott Capital Advisors, LLC
SCOTT CAPITAL ADVISORS, LLCBased in Portland, ORCall (503) 487-0860 · Website
20 more providers serving this area
- Skyline Financial Northwest, Portland, OR
- Stancorp Investment Advisers, Inc., Portland, OR
- Tenbridge Partners LLC, Portland, OR
- Vision Capital Management Inc, Portland, OR
- Zuna, LLC, Portland, OR
- Barker Wealth Management, LLC, Vancouver, WA (5 mi)
- Advisor Share Wealth Management, LLC, Vancouver, WA (8 mi)
- Synergy Asset Management, LLC, Vancouver, WA (8 mi)
- Helium Advisors LLC, Vancouver, WA (8 mi)
- Strada Financial Group LLC, Boring, OR (8 mi)
- True North Retirement Advisors, LLC, OR
- Pinnacle Wealth Advisors, OR
- Martel Wealth Advisors, LLC, Vancouver, WA (12 mi)
- Harlow Wealth Management, Inc., Vancouver, WA (14 mi)
- Momentous Wealth Management, Inc., Vancouver, WA (14 mi)
- Swiftwater Capital, Lake Oswego, OR (16 mi)
- Vergepointe Wealth Management, LLC, Lake Oswego, OR (17 mi)
- First Pacific Financial, Inc., WA
- Panoramic Capital Partners LLC, Lake Oswego, OR (18 mi)
- Wealth Advisors NW, West Haven-Sylvan, OR (18 mi)
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Frequently asked questions
How many retirement plan advisors serve Multnomah County?
We list 49 retirement plan advisors serving Multnomah County, OR: 15 based there and 34 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Multnomah County?
The top-ranked retirement plan advisors serving Multnomah County, OR are Catalyst Financial NW Corporation, Continuity Wealth Management, Corp., Deschutes Investment Consulting, LLC, M Holdings Securities, Inc. and Multnomah Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Multnomah County are verified against official records?
10 of the top 10 match an active official record: Catalyst Financial NW Corporation (U.S. Securities and Exchange Commission), Continuity Wealth Management, Corp. (U.S. Securities and Exchange Commission), Deschutes Investment Consulting, LLC (U.S. Securities and Exchange Commission), M Holdings Securities, Inc. (U.S. Securities and Exchange Commission) and Multnomah Group, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Multnomah County
Communities served
Troutdale, Fairview, Wood Village, Dunthorpe, Maywood Park, Orient