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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 is5 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.
- 1031
Number of Financial planners
- 320
Email addresses
- 1014
Phone numbers
- 907
With Websites
- 541
LinkedIn Profiles
- 463
Facebook Profiles
- 175
Instagram Handles
- 417
X Handles
- 1
TikTok Profiles
- 209
YouTube Channels
$99 $198(Holiday Discount: 50% OFF)
Smartscrapers has the most up to date and comprehensive Financial planners list in Portland. Our lists are constantly being verified and our database is constantly being updated.
Download list of Financial planners in Portland
You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Kent - Financial Advisor, Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Bank of America ATM (Drive-thru) | address | Portland | Oregon | United States | phone | 2 | 3 | Link | ||||||
| Point Forward Wealth Advisors - Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 1 | 5 | Link | ||||||
| Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Stangier Wealth Management | address | Portland | Oregon | United States | phone | 5 | 5 | Link | ||||||
| Bank of America ATM (Drive-thru) | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Nicholas Karimzadeh - Associate Financial Advisor, Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Tyler James - Private Wealth Advisor, Ameriprise Financial Services, LLC | address | Portland | Oregon | United States | phone | 0 | 0 | Link | ||||||
| Bank of America Financial Center | address | Portland | Oregon | United States | phone | 10 | 3.4 | Link |
[
{
"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 many Financial planners are there in Portland?
There are a total of 1031 Financial planners in Portland as of October 15, 2025.
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
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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 440 Financial planners in Portland with email addresses.
There are 435 Financial planners in Portland with both phone numbers and email lists.
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.
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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.