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List Of All investment firm Leads in Portland

20 investment firm in Portland are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Bridgetown Wealth Management), with an average of roughly 4.4★ across all listings. The list was last updated on 10/19/2026 - browse below for full contact details and a link to each business.

20 results · last updated 10/19/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Bridgetown Wealth ManagementFinancial planner
700 NE Multnomah St Suite 820, Portland, OR 97232, United StatesView on Google Maps
5.0(64)
+*****8*7*55View in Leads Searchsu*****@b***************.comView in Leads Searchwww.bridgetownwealthmanagement.com/-
HI
HFO Investment Real Estate
5.0(18)View on Google Maps
5.0(18)
----
JGP Wealth ManagementFinancial planner
1140 SW Washington St Ste 640, Portland, OR 97205, United StatesView on Google Maps
5.0(14)
+******66*50View in Leads Searchin**@j********.comView in Leads Searchjgpwealth.com/
LinkedInYouTube
Interactive Wealth Advisors, Inc.Financial advisor
121 SW Morrison St #905, Portland, OR 97204, United StatesView on Google Maps
5.0(7)
+*****7**953View in Leads Searchsu*****@i*****************.comView in Leads Searchwww.interactive-wealth.com/
LinkedInFacebookX (Twitter)
WI
Weston Investment CoEstate Agent
2154 NE Broadway #200, Portland, OR 97232, United StatesView on Google Maps
5.0(2)
+*****8*9*05View in Leads Search---
VC
Vision Capital Management
5.0(2)View on Google Maps
5.0(2)
----
Modernist FinancialInvestment service
707 SW Washington St #910, Portland, OR 97205, United StatesView on Google Maps
5.0(2)
+*97****7*17View in Leads Searchhe***@m*****************.comView in Leads Searchwww.modernistfinancial.com/
LinkedInInstagram
Phillips and CompanyInvestment company
521 SW 11th Ave #200, Portland, OR 97205, United StatesView on Google Maps
5.0(1)
+********858View in Leads Search-www.phillipsandco.com/-
Somerset Wealth StrategiesFinancial planner
4600 S Kelly Ave, Portland, OR 97239, United StatesView on Google Maps
4.9(95)
+*****9***33View in Leads Searchco******@s*********.comView in Leads Searchsomersetwealthstrategies.com/
LinkedInFacebookX (Twitter)YouTube
TenBridge PartnersFinancial planner
806 SW Broadway #800, Portland, OR 97205, United StatesView on Google Maps
4.8(22)
+*97**77**77View in Leads Searchlv*******@t****************.comView in Leads Searchwww.tenbridgepartners.com/-
Morgan Stanley Financial AdvisorsFinancial Advisor
760 SW 9th Ave. Ste 2100, Portland, OR 97205, United StatesView on Google Maps
4.8(4)
+*******7600View in Leads Search-advisor.morganstanley.com/portland-branch-2361988?y_source=1_MjM2MTk4OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D-
StifelInvestment service
121 SW Morrison St #1800, Portland, OR 97204, United StatesView on Google Maps
4.0(4)
+*****996*60View in Leads Search-www.stifel.com/branch/or/portland
LinkedInInstagramFacebookX (Twitter)YouTube
Ferguson Wellman Capital ManagementInvestment service
805 SW Broadway #2100, Portland, OR 97205, United StatesView on Google Maps
3.8(6)
+******6**44View in Leads Searchin**@f*******.comView in Leads Searchwww.fergusonwellman.com/
LinkedInInstagramFacebookX (Twitter)YouTube
Campbell GlobalInvestment service
1300 SW 5th Ave #3200, Portland, OR 97201, United StatesView on Google Maps
3.7(15)
+*****7*9675View in Leads Searchin**@c*************.comView in Leads Searchwww.campbellglobal.com/
LinkedIn
RBC Wealth Management Branch - Portland, ORFinancial planner
805 SW Broadway Ste 1800, Portland, OR 97205, United StatesView on Google Maps
3.4(5)
+*******7711View in Leads Search-us.rbcwealthmanagement.com/portlandor?utm_source=GMB&utm_medium=Yext-
Becker Capital Management IncInvestment service
1211 SW 5th Ave #2600, Portland, OR 97204, United StatesView on Google Maps
3.0(1)
+********720View in Leads Search-www.beckercap.com/-
NBP CapitalInvestment company
1640 NW Irving St, Portland, OR 97209, United StatesView on Google Maps
2.2(5)
+*97**79**95View in Leads Searchin**@n*********.comView in Leads Searchnbpcapital.com/-
PortlandFinancial Advisor
9 Devonshire Square, London EC2M 4YFView on Google Maps
-***7*8*8*85View in Leads Searchin**@p***************.comView in Leads Searchportlandadvisers.com/-
Portland Hill Asset Management LimitedInvestment service
21 Knightsbridge, London SW1X 7LYView on Google Maps
---www.portlandhill.com/index.php/-
Portland Seed FundInvestment service
805 SW Broadway #2440, Portland, OR 97205, United StatesView on Google Maps
-+******9**07View in Leads Search-portlandseedfund.com/
LinkedInX (Twitter)

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