The 7 Biggest Financial Consulting Firm in Oregon

Oregon is home to a number of financial consulting firms that provide a wide range of services to businesses and individuals. These firms can help clients with everything from investment planning to retirement planning to estate planning. Here are the five largest financial consulting firms in Oregon:

1. D.A. Davidson & Co.

• Founded in 1935, D.A. Davidson is a full-service investment firm with offices in Oregon and across the United States. The firm offers a wide range of financial services, including investment planning, retirement planning, and estate planning.

2. Morgan Stanley

• Morgan Stanley is a global investment bank and financial services company. The firm has a large presence in Oregon, with offices in Portland and Eugene. Morgan Stanley offers a wide range of financial services, including investment planning, retirement planning, and estate planning.

3. Merrill Lynch

• Merrill Lynch is a global wealth management company. The firm has a large presence in Oregon, with offices in Portland and Eugene. Merrill Lynch offers a wide range of financial services, including investment planning, retirement planning, and estate planning.

4. UBS Financial Services

• UBS Financial Services is a global financial services company. The firm has a large presence in Oregon, with offices in Portland and Eugene. UBS Financial Services offers a wide range of financial services, including investment planning, retirement planning, and estate planning.

5. Wells Fargo Advisors

• Wells Fargo Advisors is a financial services company that is part of Wells Fargo & Company. The firm has a large presence in Oregon, with offices in Portland and Eugene. Wells Fargo Advisors offers a wide range of financial services, including investment planning, retirement planning, and estate planning.

The 7 Biggest Financial Consulting Firm near Oregon

Deschutes Investment Consulting, LLC.

• Address: 200 SW Market St #550, Portland, OR 97201, United States
• Map: Click here
• Rating: 5 (8)
• Phone: +1 503-224-3700
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Julie Blackwell✭✭✭✭✭

  5 months ago

  I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!

  Cheryl Wunder✭✭✭✭✭

  11 months ago

  Laura Fallon-Burns is a wonderful advisor! She is easy to talk with and has already provided great advice on ways for me to be better positioned for the phases of my retirement. As an HR professional I also appreciate Laura and the Deschutes Team for their excellent delivery of learning experiences and 1:1 advising for the team.

  Studio Art Direct✭✭✭✭✭

  10 months ago

  I have worked with Laura Fallon Burns, Carl, and MacGregor Hall for many years. There simply is no better firm to trust with your money. What I like is the bench depth of talent. A group that can provide specific advice from 401k company planning to my personal retirement. They have modern technology but are extremely personal in dealing with me and my investments. I trust Laura with my life. And that is not an understatement.

  Joe Pospsisil✭✭✭✭✭

  9 months ago

  My organization has been working with Deschutes Investment Consulting for about past year, and we have had a very positive relationship with them. We initially retained them to perform a plan review, and then kept them as our 403-B Plan consultant. They are extremely knowledgeable and great to work with. Our staff has already benefited greatly from our association with them.

  Dan Sitner✭✭✭✭✭

  10 months ago

  My wife and I have been working with Deschutes since 2016. If you are looking for a fee only fiduciary planning firm, we highly recommend considering them. Their approach to financial planning is thoughtful, conservative and not at all salesy. The guidance they have provided us as we transitioned into retirement and beyond has been invaluable. They are a true partner in our financial journey.

Succession Resource Group

• Address: 12570 SW 69th Ave Suite 100, Portland, OR 97223, United States
• Map: Click here
• Rating: 4.5 (8)
• Phone: +1 503-427-9910
• Website: Link
• Opening hours:
  
  Monday: 9:00 AM – 5:00 PM

  Tuesday: 9:00 AM – 5:00 PM

  Wednesday: 9:00 AM – 5:00 PM

  Thursday: 9:00 AM – 5:00 PM

  Friday: 9:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Jeana-Rae Schaper✭✭✭✭✭

  a week ago

  SRG is the absolute best!! Whether you are buying/selling a practice, revamping employment contracts, or creating the right entity structure for your practice long-term you will not be disappointed. We have engaged the team in a variety of services and worked with many different people on the team. Each person has been incredible, and we’ve had nothing but exceptional experiences! They are a fountain of industry knowledge and will hold your hand through their well-organized & thought-out process. Already looking forward to the next time we get to work with them!!

  Shane Tenny✭✭✭✭✭

  a week ago

  The best things about SRG is that they actually do what they promise they’re going to do! They’re great at following up and keeping the ball moving on important things even when we are juggling so many details in our business. Thanks!!

  Mike Greve✭✭✭✭✭

  3 weeks ago

  The Team at SRG patiently help us to navigate and explore varius transition strategies to successfully transition my practice of 30+ years to a early 30s advisor that will be a win-win-win for the clients, the new advisor, myself, and my family. Documents were vetted by our BD and attorney with minimal changes requested. We ended up doing a seller financed plan due to high external borrowing rates that made the numbers work for a youner advisr tro buy. Very tranpareent and fair on fees and professional.

  Steve Edwards✭✭✭✭✭

  2 months ago

  About a year ago I took the leap to move my practice from a wirehouse broker-dealer to an independent firm and become a business owner. It was overwhelming how many choices I had to make, and quickly. Thankfully, I was connected with SRG from the beginning by way of introduction from a colleague.

  I couldn’t be happier with the service I’ve received. I have utilized SRG for our entity formation, compensation structure & employment agreements, a practice acquisition, and providing basic documents such as a mutual NDA.

  What impresses me most about SRG is not that they provide quality work, though that is impressive. I’ve been most impressed that I have worked with half a dozen individuals in the organization across various services and yet it’s one seamless and cohesive experience. They truly work as a team and have a fantastic process.

  I can’t say enough positive about my experience and consider them to be industry leaders in the support they provide to advisor teams.

  Anthony and Kathryn Calibeo✭✭✭✭✭

  3 weeks ago

  Great experience! Very helpful in assisting the sale/acquisition of a long standing business. Very patient and professional throughout the process. Highly recommend!

Oregon Pacific Financial Advisors

• Address: 210 W 8th St, Medford, OR 97501, United States
• Map: Click here
• Rating: 5 (4)

Crooks & Company Financial Management, Inc.

• Address: 365 Warner Milne Rd #208, Oregon City, OR 97045, United States
• Map: Click here
• Rating: 5 (2)

Palladio Consulting LLC

• Address: 525 3rd St Suite 200, Lake Oswego, OR 97034, United States
• Map: Click here
• Rating: 4 (2)

Willamette Financial Advisors, LLC (By Appointment Only)

• Address: 6650 SW Redwood Ln #310, Portland, OR 97224, United States
• Map: Click here
• Rating: 5 (2)

AIM Wealth Advisory Group – Ameriprise Financial Services, LLC

• Address: 5550 S Macadam Ave #102, Portland, OR 97239, United States
• Map: Click here
• Rating: 5 (1)

Discover top consulting firms in various states, like those mentioned in Oklahoma, Connecticut and Utah, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Oregon, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Oregon

Oregon is home to a thriving financial industry, with many consulting firms providing expert advice and guidance to businesses and individuals. Here are three of the top financial consulting firm alternatives that are popular in Oregon:

• Moss Adams LLP: Moss Adams LLP is one of the largest accounting and consulting firms in the United States, with a strong presence in Oregon. They provide a wide range of financial consulting services, including business consulting, tax planning, risk management, and wealth management. Their team of experienced professionals helps clients navigate complex financial issues and achieve their financial goals.
• Ferguson Wellman Capital Management: Based in Portland, Ferguson Wellman Capital Management is an independent investment advisory firm that specializes in providing comprehensive financial consulting services. They offer wealth management, estate planning, risk management, and retirement planning services. With a team of dedicated advisors and a focus on personalized solutions, Ferguson Wellman Capital Management helps clients create and preserve wealth.
• Delap LLP: Located in Lake Oswego, Delap LLP is a full-service financial consulting firm that serves businesses and individuals in Oregon. They offer a wide range of services, including tax planning, business consulting, audit and assurance, and wealth management. Delap LLP takes a proactive approach to financial consulting, helping clients navigate challenges and optimize their financial performance.

These three financial consulting firms offer a comprehensive range of services to businesses and individuals in Oregon. Whether you need help with tax planning, wealth management, or business consulting, these firms have the expertise and experience to meet your needs.

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