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List of Financial planners in Portland

There are 1031 Financial planners in Portland as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 402 Financial planners which is 38.99% of all Financial planners in Portland are single-owner operations, while the remaining 629 which is 61.01% are part of larger brands. Average age of Financial planners in Portland is 5 years and 7 months.

Financial planners are also establishing a strong digital presence across various platforms: 541 have LinkedIn profiles, 463 have Facebook Pages, 175 are active on Instagram, 417 have X (formerly Twitter) handles, 1 are on TikTok, and 209 have YouTube channels. About 907 Financial planners have their own website and the remaining 124 don’t have their own website.

  • 463

    Facebook Profiles

  • 175

    Instagram Handles

  • 417

    X Handles

  • 1

    TikTok Profiles

  • 209

    YouTube Channels

Data updated on October 15, 2025
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Download list of Financial planners in Portland

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Robert Kent - Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressPortlandOregonUnited StatesEmailPhone23Link
Point Forward Wealth Advisors - Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone15Link
Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Stangier Wealth ManagementAddressPortlandOregonUnited StatesEmailPhone55Link
Bank of America ATM (Drive-thru)AddressPortlandOregonUnited StatesEmailPhone00Link
Nicholas Karimzadeh - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Tyler James - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressPortlandOregonUnited StatesEmailPhone103.4Link
[
  {
    "name": "Robert Kent - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "ro**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "29**********",
    "phone": "********8500",
    "email": "ry**********@ml****",
    "lat": 45.3042879,
    "lng": -122.7655074,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 3,
    "rating_count": 2,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Point Forward Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "po**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "Pa**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Stangier Wealth Management",
    "address": "12**********",
    "phone": "********0057",
    "email": "in**@st**********",
    "lat": 45.4324589,
    "lng": -122.5677653,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 5,
    "rating_count": 5,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "40**********",
    "phone": "********8500",
    "email": "sh**********@ml****",
    "lat": 45.493335,
    "lng": -122.5770861,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Nicholas Karimzadeh - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "Ni**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "sh**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Tyler James - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "ty**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "14**********",
    "phone": "********0187",
    "email": "ma**********@ml****",
    "lat": 45.4297399,
    "lng": -122.8300914,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 3.4,
    "rating_count": 10,
    "category_name": "Financial planners,Financial consultants,Banks"
  }
]

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How SmartScrapers Data Can Help You

SmartScrapers provides robust data solutions for businesses aiming to connect with Financial planners across various channels. Whether you need a Financial planners email list in Portland or a Financial planners IG profile list in Portland, our comprehensive database empowers you to create targeted outreach strategies. Below are the key ways our data can give you a competitive edge:

Email Marketing

With our Financial planners email list in Portland, you can personalize your campaigns to resonate with owners, managers, and key decision-makers. This direct line of communication allows you to showcase promotions, introduce new products, or share relevant updates that drive engagement and conversions.

Cold Calling

Having a reliable Financial planners phone list in Portland is essential for immediate and personalized conversations. SmartScrapers’ database provides verified contacts that help you quickly connect with the right people, saving you time and increasing your success rate with telephone outreach.

Mail Campaigns

Traditional mail still has its place in today’s digital world. Tap into our Financial planners mailing list in Portland to send catalogs, brochures, or promotional offers directly to physical addresses. This tangible approach can cut through online clutter and create a lasting impression.

Instagram DM Outreach

Reach a visually driven audience using our Financial planners IG profile list in Portland.

LinkedIn Outreach

If you’re seeking professional connections, our Financial planners LinkedIn profile list in Portland is your gateway to building meaningful B2B relationships. Connect with owners, general managers, and marketing leaders on LinkedIn to propose partnerships, pitch your services, or explore collaborative opportunities.

Facebook Message Outreach

Leverage the ubiquity of Facebook to engage Financial planners on a platform familiar to millions of users. Our Financial planners Facebook profile list in Portland allows you to initiate conversations through Facebook Messenger, share targeted ads, and gain valuable insights from user interactions.

By integrating these strategies, you’ll maximize your reach and ensure that your brand stands out in a crowded marketplace. SmartScrapers’ data makes it easier to connect with the right Financial planners, at the right time, through the right channel.

Target Financial planners on Paid Channels

You can also leverage the SmartScrapers database to create custom audiences on leading advertising platforms. By uploading our Financial planners email list in Portland, Financial planners phone list in Portland, or other relevant data, you can run highly targeted campaigns to reach Financial planners more effectively. Here’s how to target Financial planners on Facebook Ads, Instagram Ads, Google Ads, and YouTube:

Facebook Ads

Wondering how to target Financial planners on Facebook Ads? Simply upload your Financial planners contact list as a custom audience in Facebook Ads Manager. From there, you can create campaigns that speak directly to Financial planners owners and managers, ensuring your ads appear in front of the most relevant audience. You can also build lookalike audiences to expand your reach to similar prospects.

Instagram Ads

Wondering how to target Financial planners on Instagram Ads? Since Instagram shares its Ads Manager with Facebook, you can follow a similar process by uploading your Financial planners data. This allows you to place engaging visuals, Stories ads, or Reels ads directly in front of key decision-makers who frequently browse Instagram for the latest trends and collaborations.

Google Ads

If you’re exploring how to target Financial planners on Google Ads, you can upload your SmartScrapers’ list as a Customer Match audience in Google Ads. This makes it possible to show highly relevant display ads, text ads, or even shopping ads (if applicable) to Financial planners contacts. Additionally, you can build Similar Audiences based on your data to reach new, but similar, Financial planners leads.

YouTube

When figuring out how to target Financial planners on YouTube, use Google Ads’ video campaign features. By importing your custom audience list, you can display pre-roll or in-stream ads that speak directly to Financial planners professionals. This high-impact platform allows you to showcase compelling video content that resonates with a visually oriented audience.

By integrating custom audiences and leveraging the right messaging, you’ll create highly focused campaigns that appeal to Financial planners owners and managers. Whether you’re advertising on Facebook, Instagram, Google, or YouTube, SmartScrapers’ data helps you reach the right people, at the right time, with the right message.

How many Financial planners are there in Portland?

There are a total of 1031 Financial planners in Portland as of October 15, 2025.

Number of Financial planners in Portland with Phone Number

1014

Number of Financial planners in Portland with Email

320

List of Financial planners in Portland with Social Media Accounts

463

Facebook Profiles

175

Instagram Handles

541

LinkedIn Profiles

417

X Handles

1

TikTok Profiles

209

YouTube Channels

Download sales qualified leads of Financial planners in the Portland

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Related Financial planners Leads By Location

Data of Financial planners in Portland with/without Website

Download the list of Financial planners in Portland as of October 15, 2025 with and without website information.

907

Number of Financial planners in Portland with website

124

Number of Financial planners in Portland without website

List of Financial planners in Portland By Ratings

Download the data of the number of star-rated Financial planners in Portland as of October 15, 2025.

15

Number of 1 star-rated Financial planners in Portland

6

Number of 2 star-rated Financial planners in Portland

53

Number of 3 star-rated Financial planners in Portland

40

Number of 4 star-rated Financial planners in Portland

224

Number of 5 star-rated Financial planners in Portland

  • Essential data for sales, marketing professionals, investors, and analysts.
  • Strategically compiled to inform and guide your marketing and sales tactics.
  • Leverage monthly data to refine your sales leads and marketing strategies.
  • Stay ahead of market trends with timely, comprehensive business insights.

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The total number of Financial planners in Portland is 1031.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Portland at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Portland once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Portland dataset costs $99.

There are 1014 Financial planners in Portland with phone numbers.

There are 320 Financial planners in Portland with email addresses.

There are 435 Financial planners in Portland with both phone numbers and email lists.

There are 541 Financial planners in Portland with LinkedIn Profiles.

There are 463 Financial planners in Portland with Facebook Profiles.

There are 175 Financial planners in Portland with Instagram Handles.

There are 417 Financial planners in Portland with X Handles.

There are 1 Financial planners in Portland with TikTok Profiles.

There are 209 Financial planners in Portland with YouTube Channels.

The total count of Financial planners in Portland with a website is 907.

The total count of Financial planners in Portland without a website is 124.

There are 224 5-star rated Financial planners in Portland.

There are 40 4-star rated Financial planners in Portland.

There are 53 3-star rated Financial planners in Portland.

There are 6 2-star rated Financial planners in Portland.

There are 15 1-star rated Financial planners in Portland.

The average age of Financial planners in Portland is 5 years and 7 months.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.