Financial advisors in Portland, OR: list of 29 free CSV

How many financial advisors are in Portland, OR?

OpenStreetMap lists 29 named advice firms and offices inside the Portland city boundary (374 km²), extract of 7 Nov 2026. 72% of the records list a website and 62% a phone number; 8 named financial advisors have no website on the public record.

Examples on the list: American Pacific Mortgage, American Standard Mortgage Company, Ameriprise.

Financial advisors in Portland at a glance: most are in South Portland (5), Pearl District (3), Goose Hollow (2); the busiest street is South Macadam Avenue, South Portland (4); records were last edited between Dec 2016 and Jul 2026; chain names include Edward Jones; American Pacific Mortgage and American Standard Mortgage Company list a business phone.

29named advice firms and offices

72%list a website

8no website listed

20neighbourhoods

Download all 29 as CSV Get emails, phones and ratings

Data © OpenStreetMap contributors, ODbL, extract of 7 Nov 2026. The CSV is under the same licence.

8 with no website3 non-chain, edited since 2022.Filter to them
21 non-chain8 chain branches set aside; the biggest brand is Edward Jones (7).Non-chain only
5 in South PortlandBusiest street: South Macadam Avenue, South Portland (4). Plan a territory by neighbourhood or postcode.Only South Portland

All 29 financial advisors, A to Z

on the map recordmissing from the record

Financial advisors in Portland, OpenStreetMap extract of 7 Nov 2026.
Business	Street and area	Website	Phone
A
American Pacific Mortgage	2737 Southeast 21st Avenue, Hosford-Abernethy	apmortgage.com	+1-503-891-6386
American Standard Mortgage Companynot edited since 2016	6519 Southeast Milwaukie Avenue, Westmoreland		+1-503-234-6460
Ameriprise	110 South Bancroft Street, South Portland	ameripriseadvisors.com	+1-503-650-7949
B
Brighton Jones	1624 Northwest Lovejoy Street, Pearl District	brightonjones.com	+1-503-594-7400
Burnside and Co.not edited since 2017	312 Northwest 10th Avenue, Pearl District	burnsideandco.com	+1-503-658-3138
E
Edward Jones	Woodstock, no street on record
Edward Jones	10806 Southeast Washington Street, Hazelwood
Edward Jones	4111 Southeast Division Street, Richmond	edwardjones.com
Edward Jones	Hollywood, no street on record
Edward Jones	6345 Southwest Capitol Highway, Hillsdale	edwardjones.com	+1-503-244-0020
Edward Jones	4134 Southeast Hawthorne Boulevard, Sunnyside	edwardjones.com
Edward Jones	1307 Northeast 102nd Avenue, Woodland Park	edwardjones.com	+1-503-262-6628
ENG Lendingnot edited since 2017	4018 North Mississippi Avenue, Boise	portland.englending.com	+1-503-477-9171
F
Finity Group	4380 South Macadam Avenue, South Portland	thefinitygroup.com	+1-503-841-5840
Frazier Wealth Management	4605 Northeast Fremont Street, Beaumont-Wilshire	frazierwm.com	+1-503-719-5366
H
Hyas Groupnot edited since 2019	120 Northwest 9th Avenue, Old Town	hyasgroup.com	+1-971-634-1500
I
Independent Retirementnot edited since 2020	6500 South Macadam Avenue, South Portland	independentretirement.com	+1-503-303-8590
Investors Management Group Northwestnot edited since 2020	1234 Southwest 18th Avenue, Goose Hollow	imgnorthwest.com	+1-971-888-4010
Irish & Charuhas Wealth Management	4531 Southeast Woodstock Boulevard, Woodstock
K
KMS Financial Servicesnot edited since 2020	5901 South Macadam Avenue, South Portland	kms.com
N
NexTitlenot edited since 2019	1410 Southwest Jefferson Street, Goose Hollow	nextitle.com	+1-503-278-3600
Northwest Investment and Retirement Groupnot edited since 2020	5901 South Macadam Avenue, South Portland	nwretire.com	+1-503-546-8092
O
OneMain Financial	9732K Southeast Washington Street, Montavilla
P
Premier Mortgage Resources	1325 Northwest Flanders Street, Pearl District	pmrmtg.com	+1-503-546-8480
R
Radnorwood Capital	120 Northwest 9th Avenue, Old Town	radnorwood.com	+1-503-224-9699
T
The Commerce Company	5440 Southwest Westgate Drive, Sylvan-Highlands	thecommco.com
Titus Financialnot edited since 2019	8430 Southwest 22nd Avenue, Markham	titusfinancialplanning.com	+1-503-980-3337
U
United Finance Company	515 East Burnside Street, Central Eastside
V
Vina Home Loans	5253 Southeast 82nd Avenue, Mount Scott-Arleta

Download the full CSV (29 rows)

Also as Excel file of the 29 financial advisors, GeoJSON file of the 29 financial advisors, KML file of the 29 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Portland with no website listed

3 of 21 named non-chain financial advisors.

Irish & Charuhas Wealth Management4531 Southeast Woodstock Boulevard, Woodstock
United Finance Company515 East Burnside Street, Central Eastside
Vina Home Loans5253 Southeast 82nd Avenue, Mount Scott-Arleta

Show all of them Every kind of business in Portland without a website

Where they are

Map of the 29 financial advisors inside the Portland boundary; most sit around South Portland, Pearl District, Goose Hollow. — website listedno website, or social page only

Busiest streets

South Macadam Avenue, South Portland4

By neighbourhood

Black: website listed.

8 more neighbourhoods in the filter above.

By ZIP code

972396
972095
972023
972142

Chains and non-chain businesses

28% of the records are branches of a chain or brand; 21 are not.

Edward Jones7

What the records hold

29 map records.
Field	Records	Share
Street address	27	93%
Website (own site)	21	72%
Phone on file	18	62%
Email on file (not shown)	1	3%
Opening hours	4	14%
Chain or brand branch	8	28%
Edited since January 2024	12	41%

Half the records were last edited in Nov 2023 or later.

Why other sites show a different number

Coverage. 29 mapped; Google Maps holds more.
Boundary. 374 km² (map); metro searches count more.
Names. 8 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

Emails
Phone numbers
Websites
Star ratings
Review counts
Social profiles
no opening hours

One run: about $0.43 to $0.64 for 29 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
1. financial advisors in Portland, OR
2. financial advisors in South Portland, Portland, OR
Set Country: United States; US state: Oregon.
Set Maximum leads to 300.
Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Or search by ZIP code (4 searches)

financial advisors in 97239, Portland, OR
financial advisors in 97209, Portland, OR
financial advisors in 97202, Portland, OR
financial advisors in 97214, Portland, OR

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
Source	What it adds	Price
Google Maps Business Lead Finder with Email & Social Links	a second Google Maps route with a different set of columns	$0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper	Yelp listings with ratings and review counts	$0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper	adds headcount and team members for each company	$0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler	reads the websites in the free CSV and returns the emails and phone numbers published there	$0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City	finds the Facebook pages of businesses that have no website	$0.99 per 1,000 + $0.10/GB start

Financial advisors in other cities

City	Named	Website listed
Financial advisors in New York City	100	33%
Financial advisors in San Jose	45	40%
Financial advisors in Seattle	30	53%
Financial advisors in San Francisco	25	56%
Financial advisors in San Diego	25	37%
Financial advisors in Phoenix	23	9%
Financial advisors in Raleigh	22	5%
Financial advisors in Denver	21	24%
Financial advisors in Los Angeles	20	50%
Financial advisors in Houston	20	35%

Every city for financial advisors

More lists in Portland

All Portland lists

How Portland compares: the local digital gap in Portland, every kind of business with and without a website on the map.

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<iframe src="https://getalistof.com/embed/lists/financial-advisors/portland-or/" title="Free list of financial advisors in Portland" width="100%" height="470" style="border:0;width:100%;max-width:480px" loading="lazy"></iframe>
<p style="margin:4px 0 0;font:13px/1.4 sans-serif">Free list of <a href="https://getalistof.com/lists/financial-advisors/portland-or/">financial advisors in Portland</a> from getalistof.com. Map data © OpenStreetMap contributors.</p>

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Questions

How many financial advisors are there in Portland?

At least 29: that is how many OpenStreetMap has inside the Portland city boundary, 29 with a name (extract of 7 Nov 2026). 8 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Portland has the most financial advisors?

South Portland (5), then Pearl District (3) and Goose Hollow (2); the busiest street is South Macadam Avenue, South Portland (4). 20 neighbourhoods have at least one.

How many financial advisors in Portland have no website?

8 of the 29 named financial advisors have no website on their map record; 3 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Portland?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Portland, OR" plus 1 neighbourhood searches such as "financial advisors in South Portland, Portland, OR". One run costs about $0.43 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 29 to 240 rows.

Sources

OpenStreetMap extract for Portland, checked 2026-11-07
OpenStreetMap copyright and licence
Google Maps Business Lead & Email Finder on the Apify Store, checked 2026-11-14

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.