#1Continuity Wealth Management, Corp.
CONTINUITY WEALTH MANAGEMENT, CORP.
Based in Portland, OR
Retirement Plan Advisors in Portland, OR
The top-ranked retirement plan advisors serving Portland, OR are Continuity Wealth Management, Corp., Deschutes Investment Consulting, LLC and M Holdings Securities, Inc.. We list 49 retirement plan advisors serving Portland, 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 Portland, OR (Multnomah County). 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 Portland
#2Deschutes Investment Consulting, LLC
DESCHUTES INVESTMENT CONSULTING, LLCBased in Portland, OR#3M Holdings Securities, Inc.
M HOLDINGS SECURITIES, INC.Based in Portland, OR#4Multnomah Group, Inc.
MULTNOMAH GROUP, INC.Based in Portland, OR#5Phillips And Company Advisors LLC
PHILLIPS AND COMPANY ADVISORS LLCBased in Portland, OR#6Portland Private Wealth Management, Inc.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Based in Portland, OR#7Preisz Financial
PREISZ ASSOCIATES, INC.Based in Portland, OR#8Rvk, Inc.
R.V. KUHNS & ASSOCIATES, INC.Based in Portland, OR#9Scott Capital Advisors, LLC
SCOTT CAPITAL ADVISORS, LLCBased in Portland, OR#10Skyline Financial Northwest
SKYLINE FINANCIAL NORTHWEST LLCBased in Portland, OR
20 more providers serving this area
- Stancorp Investment Advisers, Inc., Portland, OR
- Tenbridge Partners LLC, Portland, OR
- Zuna, LLC, Portland, OR
- Vision Capital Management Inc, Portland, OR (4 mi)
- Martel Wealth Advisors, LLC, Vancouver, WA (5 mi)
- Wealth Advisors NW, West Haven-Sylvan, OR (6 mi)
- Harlow Wealth Management, Inc., Vancouver, WA (7 mi)
- Momentous Wealth Management, Inc., Vancouver, WA (7 mi)
- Advisor Share Wealth Management, LLC, Vancouver, WA (8 mi)
- Helium Advisors LLC, Vancouver, WA (8 mi)
- Synergy Asset Management, LLC, Vancouver, WA (8 mi)
- Pinnacle Wealth Advisors, OR
- Smb Financial Services, Inc., Tigard, OR (8 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (8 mi)
- True North Retirement Advisors, LLC, OR
- Range Financial Group, LLC, Tigard, OR (9 mi)
- Foster & Wood, Inc., Lake Oswego, OR (9 mi)
- Northwest Capital Management Inc., Lake Oswego, OR (9 mi)
- Panoramic Capital Partners LLC, Lake Oswego, OR (9 mi)
- Retirement Consulting Group, Inc., Lake Oswego, OR (9 mi)
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Frequently asked questions
How many retirement plan advisors serve Portland?
We list 49 retirement plan advisors serving Portland, OR: 13 based there and 36 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 Portland?
The top-ranked retirement plan advisors serving Portland, OR are Continuity Wealth Management, Corp., Deschutes Investment Consulting, LLC, M Holdings Securities, Inc., Multnomah Group, Inc. and Phillips And Company Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Portland are verified against official records?
10 of the top 10 match an active official record: 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), Multnomah Group, Inc. (U.S. Securities and Exchange Commission) and Phillips And Company Advisors LLC (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 .