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Financial Advisors in Portland, TX: 2026 rankings

34 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Portland: New Chapter Financial Solutions LLC, RFA Score 73/100; 4.9★ from 93 Google reviews; open Saturdays until 5 PM.

  2. 33

    Most-reviewed: Bank of America Financial Center, 165 Google reviews at 2.2★, the most of 34 ranked; ranked #33.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

34 Portland financial advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 34 rated firms.

Top 10 financial advisors in Portland at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Portland at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1New Chapter Financial Solutions LLC734.9★ (93)Corpus Christi, 7 mi awaySatTop score
2Spotlight Financial685.0★ (26)Corpus Christi, 7 mi away——
3Frost Bank664.3★ (11)PortlandSat—
4Edward Jones - Financial Advisor: Parker D Brown, CFP®|AAMS®|CRPC™655.0★ (6)Portland——
5Cynthia Greer: Primerica - Financial Services645.0★ (10)Corpus Christi, 7 mi away——
6Frost Bank643.9★ (17)Corpus Christi, 8 mi away——
7The Enrichment Group, LLC645.0★ (14)Corpus Christi, 14 mi awaySat · Evenings—
8Frost Bank633.3★ (20)Corpus Christi, 8 mi away——
9First Command Financial Advisor - Kyle Kruger, MBA635.0★ (10)Corpus Christi, 13 mi away——
10Cruger Financial Services635.0★ (6)Corpus Christi, 7 mi away——

All 34 financial advisors in Portland, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Spotlight Financial

    Based in Corpus Christi, 7 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    802 N Carancahua St Suite 220, Corpus Christi, TX 78401
    View profile for Spotlight Financial(361) 201-7655

  3. #3 Frost Bank

    Based in Portland

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.3★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    500 W Broadway Ave, Portland, TX 78374
    View profile for Frost Bank(800) 513-7678

  6. #6 Frost Bank

    Based in Corpus Christi, 8 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.9★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2302 Leopard St, Corpus Christi, TX 78408
    View profile for Frost Bank(800) 513-7678

  7. #7 The Enrichment Group, LLC

    Based in Corpus Christi, 14 mi away

    64/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Tue 8 AM–8 PM · Wed closed · Thu 8 AM–8 PM · Fri 8 AM–2 PM · Sat 9 AM–1 PM · Sun closed
    View profile for The Enrichment Group, LLC(361) 944-2911

  8. #8 Frost Bank

    Based in Corpus Christi, 8 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.3★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 20 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    501 S Shoreline Blvd, Corpus Christi, TX 78401
    View profile for Frost Bank(800) 513-7678

  10. #10 Cruger Financial Services

    Based in Corpus Christi, 7 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    800 North Shoreline Blvd, North Suite 1210, Corpus Christi, TX 78401
    View profile for Cruger Financial Services(361) 866-8466

  11. #11 Ironwood Finance, Inc.

    Based in Corpus Christi, 8 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.2★ from 18 Google reviews, listed on Google as “Financial consultant”.

    • 3.2★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1127 2nd St, Corpus Christi, TX 78404
    View profile for Ironwood Finance, Inc.(361) 589-9719

  12. #12 Legacy Wealth Partners

    Based in Rockport, 19 mi away

    63/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1002 E Main St, Rockport, TX 78382
    View profile for Legacy Wealth Partners(361) 729-2977

  15. #15 First Command

    Based in Corpus Christi, 13 mi away

    61/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.1★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5702 S Staples St Suite F-3, Corpus Christi, TX 78413
    View profile for First Command(361) 283-6040

  16. #16 UHY

    Based in Corpus Christi, 10 mi away

    61/100RFA Score

    Ranked #16 because of its Google rating and review volume: 4.8★ from 75 Google reviews.

    • 4.8★ from 75 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4101 S Alameda St, Corpus Christi, TX 78411
    View profile for UHY(361) 887-8916

  17. #17 Infantry Financial

    Based in Corpus Christi, 12 mi away

    61/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Address
    5262 S Staples St #280-B, Corpus Christi, TX 78411
    View profile for Infantry Financial(361) 992-9910

  23. #23 Melissa Lara Financial

    Based in Corpus Christi, 12 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4455 S Padre Island Dr Ste 45c, Corpus Christi, TX 78411
    View profile for Melissa Lara Financial(361) 694-3659

  25. #25 Heights Finance

    Based in Corpus Christi, 19 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and review volume: 4.7★ from 68 Google reviews.

    • 4.7★ from 68 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    13434 Leopard St Ste A9, Corpus Christi, TX 78410
    View profile for Heights Finance(361) 241-7391

All 34 financial advisors

#1 to #25 are shown in full above. Here are #26 to #34, in RFA Score order; each links to its profile.

financial advisors in Portland, ranks 26 to 34
RankBusinessRFA ScoreGoogle ratingDistance
26Coastal Financial on the Island585.0★ (3)19 mi
27Edward Jones - Financial Advisor: Libby Gonzalez, CFP®|AAMS®574.7★ (3)21 mi
28Republic Finance554.1★ (45)13 mi
29Juarez Financial & Tax555.0★ (17)12 mi
30PlainsCapital Bank524.2★ (5)7 mi
31PlainsCapital Bank523.4★ (15)12 mi
32SCORE514.6★ (5)12 mi
33Bank of America Financial Center482.2★ (165)12 mi
34Capital Farm Credit462.0★ (4)21 mi

Also serving Portland

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Portland
BusinessGoogle ratingDistance
Ackman Clark Wealth ManagementIn Portland
Corpus Christi Financial Group5.0★ (2)14 mi
Davidson Capital Management Inc.5.0★ (2)12 mi
Diana G Bost Inc5.0★ (2)12 mi
Edward Jones - Financial Advisor: Ashley R Brown, AAMS®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Elizabeth Ackman, CFP®5.0★ (1)In Portland
Edward Jones - Financial Advisor: Jessica Arredondo3.0★ (2)14 mi
Edward Jones - Financial Advisor: Kathleen E Clark, CFP®In Portland
Edward Jones - Financial Advisor: Kim PendergraftIn Portland
Edward Jones - Financial Advisor: Sara E Janak, CFP®|AAMS®5.0★ (2)21 mi
Edwardjones Investments5.0★ (1)In Portland
First Command Financial Advisor - Dustin Bordelon, CMFA™5.0★ (2)13 mi
Jason Rodriguez - Thrivent5.0★ (2)16 mi
Kemp Financial Services5.0★ (2)13 mi
MassMutual Financial Group Agent5.0★ (2)10 mi
Merrill Lynch Wealth Management5.0★ (2)7 mi
Primerica Financial ServicesIn Portland
Raymond James3.0★ (2)7 mi
Wells Fargo AdvisorsIn Portland
Wells Fargo Advisors3.0★ (2)14 mi

How we ranked Portland financial advisors

We scored 34 Portland financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Portland data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Portland: frequently asked questions

Which financial advisor has the highest RFA Score in Portland?

By RFA Score, the highest-ranked financial advisor in Portland, TX is New Chapter Financial Solutions LLC with an RFA Score of 73/100. It has 4.9★ from 93 Google reviews. It is open Saturdays until 5 PM. Spotlight Financial (#2) and Frost Bank (#3) follow. We ranked 34 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Portland?

RankedFinancialAdvisors ranks 34 financial advisors serving Portland, TX. 2 of them are based in Portland; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Portland work on weekends?

4 of 34 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are New Chapter Financial Solutions LLC (#1), Frost Bank (#3) and The Enrichment Group, LLC (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Portland financial advisors have?

The median Google rating among 34 rated financial advisors in Portland is 4.7★, with a median of 9 reviews. Bank of America Financial Center has the most, 165 reviews, and ranks #33. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Portland count in this ranking?

Yes, if they are within 25 mi of the Portland city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Portland ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Portland a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Portland

  1. November 2026: RFA Scores recalculated for 34 financial advisors serving Portland.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Portland pages