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List of Financial planners in Portland

There are 368 Financial planners in Portland as of March 13, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.

Portland accounts for approximately 24.8% of all 1,486 Financial planners in Oregon, making it the dominant city market in the state and a top priority for any regional outreach strategy.

Around 82.9% of Financial planners in Portland have email addresses, 98.9% have phone numbers, and 82.1% include both — with 92.1% also having a website.

These businesses are active on social media: 242 have Facebook pages, 143 are on Instagram, 208 have LinkedIn profiles, 210 use X (formerly Twitter), 112 maintain YouTube channels. Over 104 Financial planners have been rated by real users, making this dataset a strong fit for local reputation management and review-based outreach. This dataset is best suited for hyperlocal outreach in Portland.

368 Number of Financial planners
305 Email addresses
364 Phone numbers
339 With Websites
208 LinkedIn Profiles
242 Facebook Profiles
143 Instagram Handles
210 X Handles
112 YouTube Channels
302 Phone and Email
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Data updated on March 13, 2026

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Download sample list of Financial planners in Portland

Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 0 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

How many Financial planners are there in the Portland?

Total Records
368

Financial planners in the Portland

Last updated: March 13, 2026

Contact Coverage · Portland

In Portland, approximately 82.9% of Financial planners have email contacts, while 98.9% have phone numbers, providing the contact depth needed for sustained local B2B campaigns.

Data last updated March 13, 2026

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98.9%

364 Financial planners in Portland with Phone Number

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82.9%

305 Financial planners in Portland with Email Address

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82.1%

302 Financial planners in Portland with Phone and Email

Data Completeness

More than half of Financial planners businesses in Portland are reachable by both email and phone — making this dataset exceptionally actionable for multi-channel campaigns.

82.1%of Financial planners have both email & phone
Email + Phone82.1%
Email only82.9%
Phone only98.9%
Website92.1%

How to Use the List of Financial planners in Portland

Portland is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.

Direct Sales Outreach in Portland

Every record in this dataset is a financial planners business verified within Portland — no filtering needed. 98.9% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.

City-Focused Email & Phone Campaigns

Portland's tight geographic footprint makes it ideal for high-relevance outreach. With 82.9% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.

Local Ad Audience Building

92.1% of financial planners in Portland have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.

Dominant City Market

24.8%

of 1,486 Financial planners in Oregon

City Market Overview

More than 1 in 5 Financial planners businesses in Oregon are right here in Portland. For city-level campaigns, this depth means you can run sustained outreach without exhausting the prospect pool.

Email82.9%
Phone98.9%
Website92.1%

Social Media Reach of Financial planners in Portland

With strong social adoption among Financial planners in Portland, this dataset supports direct engagement on Facebook, Instagram, LinkedIn, and beyond.

Facebook Profiles
24265.8%
Facebook Profiles
Instagram Handles
14338.9%
Instagram Handles
LinkedIn Profiles
20856.5%
LinkedIn Profiles
X Handles
21057.1%
X Handles
Youtube Channels
11230.4%
Youtube Channels

Website Presence

Around 92.1% of Financial planners in Portland have an active website, giving you a clear edge for running geo-targeted digital campaigns within the city.

Data last updated March 13, 2026

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92.1%

339 Financial planners in Portland that have a website

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7.9%

29 Financial planners in Portland that do not have a website

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.

Ratings Breakdown

Customer satisfaction is strong in Portland: 117 Financial planners businesses hold a 4-star or higher rating, suggesting high receptivity to reputation management services.

starstarstarstarstar

39

1-star rated Financial planners in Portland

starstarstarstarstar

18

2-star rated Financial planners in Portland

starstarstarstarstar

8

3-star rated Financial planners in Portland

starstarstarstarstar

13

4-star rated Financial planners in Portland

starstarstarstarstar

104

5-star rated Financial planners in Portland

Frequently Asked Questions

Answers of the most common questions about our dataset

How many Financial planners are there in Portland?

There are 368 Financial planners in Portland as of the latest update. This makes Portland an active market for B2B outreach and lead generation in the Financial planners industry.

How many Financial planners in Portland have email addresses?

305 Financial planners in Portland have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial planners in Portland have phone numbers?

364 Financial planners in Portland include phone numbers. Of those, 302 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Financial planners in Portland?

Yes. The dataset covers 368 Financial planners businesses in Portland, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.

What data fields are included for each Financial planners in Portland?

Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.

How can I access the complete Financial planners list for Portland?

You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.

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