Financial advisors and lenders · Oregon

Financial advisors and lenders in Portland, OR

802 financial advisors in Portland with phone numbers, 246 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Portland list freeSee a sample
802
businesses
100%
have a phone number
31%
have an email address (246)
—
average Google rating
Sample

A sample of financial advisors and lenders in Portland

Twelve of the 802 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Silverado FundingLoans Agency—Yes(503) •••-••••Available
State Farm: Jared DeanInsurance Agency; Financial Service; Legal Service—Yes(503) •••-••••Available
AUFDERMAUER PEARCE COURT REPORTINGFinancial Service; Legal Service—Yes(503) •••-••••Available
NAEGELI DEPOSITION AND TRIALFinancial Service; Legal Service—Yes(503) •••-••••Available
NW Premier MortgageLoans Agency—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Colton H Seiler, CFP®Financial Service; Legal Service—Yes(503) •••-••••Available
Marshall Commercial FundingLoans Agency—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Joshua A Bishop, AAMS®|CRPC®Financial Service; Legal Service—Yes(503) •••-••••Available
Independent Investment AdvisorsFinancial Service; Legal Service—Yes(971) •••-••••Available
Diligent Investigations LLCFinancial Service; Legal Service; Business Service—Yes(503) •••-••••Available
Girl Friday InvestigationsFinancial Planner—Yes(503) •••-••••Available
Oregon PacificFinancial Planner—Yes(503) •••-••••Available

Showing 12 of 802. Data refreshed October 2026.

The market

What Portland's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 802 have no rating yet — prime prospects for review and reputation services.
106 (13%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service296
  • Financial Planner156
  • Loans Agency109
  • Financial Service; Legal Service; Business Service68
  • Insurance Agency; Financial Service; Legal Service54
  • Financial Service32

Area codes

  • (503)698
  • (971)53
  • (800)8
  • (360)8
  • (888)7
  • (866)4
Playbook

How to sell to financial advisors in Portland

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Portland financial advisors leads

How many financial advisors and lenders in Portland, OR are in the database?
802 financial advisors and lenders in Portland, OR, as of October 2026. 802 of them have a phone number and 246 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Portland list of 802 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Eugene, ORSalem, ORBeaverton, ORBend, ORMedford, ORLake Oswego, ORAll financial advisors and lenders →

Other businesses in Portland

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Start calling Portland financial advisors today

25 free credits, no card. Search "financial advisors in Portland" and unlock your first 25 contacts.

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