List of Financial consultants in Oregon
Oregon has 2,002 Financial consultants in this dataset, last verified September 6, 2026. It ranks 25th of 51 states with 1.4% of the national total, between Iowa (2,080) and Missouri (1,959).
Among cities, Lake Oswego leads with 195, ahead of Bend (161). Together the top two hold only 18% of all Financial consultants in Oregon, so the market reaches well beyond its biggest cities.
Email coverage mirrors the national picture, with 989 records (49.4%) including an email address against 46.9% across the United States. 1,964 (98.1%) list a phone number, and 981 carry both.
91.5% of Financial consultants in Oregon have a website, in line with the national average of 88.7%. Only 170 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 802 rated Financial consultants in Oregon, 73% hold a 5-star average, in line with the national figure of 70%. 63 are rated 1 to 2 stars (7.9% of rated businesses, below the national 10%), a natural shortlist for reputation management and review software.
Social Media Reach
938
206
634
94
YouTube
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Financial consultants List in Oregon
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Wealth Management Advisor Irina Pack, CFA, CFP(R) | Address | Eugene | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Dustin Arn | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Charles Schwab | Address | Beaverton | Oregon | United States | Email | Phone | 20 | 3.3 | — | — | — | — | ||
 | Stangier Wealth Management | Address | Clackamas | Oregon | United States | Email | Phone | 6 | 5 | — | — | — | — | ||
 | Caldera Wealth Advisors | Address | Bend | Oregon | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Edward Jones - Financial Advisor: William Swanson III | Address | Grants Pass | Oregon | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Thomas G Resner, CFA® | Address | Keizer | Oregon | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Davis Jerry J CPA | Address | Gresham | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
Scott Conyers Capital Management | Address | Aurora | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Table Rock Wealth Management | Address | Medford | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Cedar Ridge Group - Morgan Stanley | Address | Medford | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Pinnacle Wealth Advisors | Address | Clackamas | Oregon | United States | Email | Phone | 2 | 1.5 | — | — | — | — | ||
 | Willamette Financial Advisors, LLC (By Appointment Only) | Address | Portland | Oregon | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Vieng Bounnam - Financial Advisor, Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 2,002 records with complete field coverage.
Get the full Financial consultants database
2,002 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial consultants across different territories
City | Financial consultants |
|---|---|
Lake Oswego | 195 |
Bend | 161 |
What You Can Do with the List of Financial consultants in Oregon
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 2,002 Financial consultants in Oregon, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Oregon
Each of these buyers can work the 2,002 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 2,002 Financial consultants in Oregon.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Oregon
Start with the 981 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (1,964): 98.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (989): 49.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (938): 46.9% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Oregon
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (63): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,064): 53% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Oregon
The 2,002 Financial consultants in Oregon are spread across 2 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Lake Oswego and Bend hold 18% of records in Oregon, the biggest clusters for in-person visits.
- Beyond the big cities: 1,646 records (82%) sit outside the 2 cities with their own list, reachable by phone and email without travel.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial consultants in Oregon
2,002 records · verified September 6, 2026
- Phone numbers
- 1,964
- Email addresses
- 989
- Phone and email
- 981
- Websites
- 1,832
Google ratings· 802 rated (40%)
73% hold 5 stars
- 1-star rated
- 29
- 3.6% of rated
- 2-star rated
- 34
- 4.2% of rated
- 3-star rated
- 90
- 11.2% of rated
- 4-star rated
- 65
- 8.1% of rated
- 5-star rated
- 584
- 72.8% of rated
Social profiles:
- Facebook:938· 46.9%
- LinkedIn:634· 31.7%
- X (Twitter):225· 11.2%
- Instagram:206· 10.3%
- YouTube:94· 4.7%
Financial consultants in Oregon are a mixed-channel, Facebook-heavy market: 98.1% list a phone number and 49.4% publish an email. Among 802 rated Financial consultants, 73% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in Oregon
Everything you need to know about our financial consultants database for Oregon: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Oregon?
There are 2,002 financial consultants in Oregon in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Oregon, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial consultants data for Oregon?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial consultants database for Oregon?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial consultants businesses in Oregon?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Oregon as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for Oregon cost?
The complete financial consultants leads database for Oregon costs $24 as a one-time payment.
You get instant access to all 2,002 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial consultants contacts in Oregon specifically, a one-time $24 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial consultants data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Oregon financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial consultants in Oregon have phone numbers?
1,964 financial consultants in Oregon (98% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in Oregon have email addresses?
989 financial consultants in Oregon (49%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial consultants in Oregon have both a phone number and an email address?
981 financial consultants in Oregon have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial consultants in Oregon are active on social media?
Social profile coverage for financial consultants in Oregon: 634 on LinkedIn, 938 on Facebook, 206 on Instagram, 94 on YouTube, 225 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial consultants in Oregon have a website?
1,832 financial consultants in Oregon (92%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial consultants in Oregon do not have a website?
170 financial consultants in Oregon operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial consultants in Oregon?
Rating breakdown for financial consultants in Oregon: 584 with a 5-star rating, 65 with a 4-star rating, 90 with a 3-star rating, 34 with a 2-star rating, 29 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial consultants data for other states or the entire US?
Yes. The national Financial consultants database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Oregon first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial consultants contact data in Oregon legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.