List of Financial planners in Oregon
Oregon has 2,063 Financial planners in this dataset, last verified September 6, 2026. It ranks 23rd of 51 states with 1.5% of the national total, between Maryland (2,552) and Iowa (2,026).
Among cities, Lake Oswego leads with 205, ahead of Bend (162) and Eugene (132). Together the top three hold 24% of the state total, with the rest spread across smaller cities and towns.
Email reach in Oregon runs above the national rate: 1,187 Financial planners (57.5%) include an email address, against 49.3% across the United States. 2,033 (98.5%) list a phone number, and 1,181 carry both.
92.7% of Financial planners in Oregon have a website, in line with the national average of 90.3%. Only 150 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 843 rated Financial planners in Oregon, 70% hold a 5-star average, in line with the national figure of 70%. 67 are rated 1 to 2 stars (7.9% of rated businesses, below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
705
267
390
162
YouTube
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Financial planners 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 Financial Advisor Brandon Perkins | Address | Salem | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Northwest Wealth Advisors | Address | West Linn | Oregon | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Layton Thurlow - Thrivent | Address | Keizer | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Lucia Capital Group - Portland | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | |||||
 | Kimberlee Bouska - Raymond James | Address | Hillsboro | Oregon | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Strategy Cap LLC | Address | Bend | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Tim Clairmont | Address | Lake Oswego | Oregon | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Sharon M Olmstead, CFP® | Address | Forest Grove | Oregon | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Gregory Jahnke - Thrivent | Address | Ashland | Oregon | United States | Email | Phone | 1 | 3 | — | — | — | — | ||
 | Shawn Downey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kolton Kyne - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Clackamas | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Thrivent | Address | Eugene | Oregon | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Oregon Pacific Wealth Management, LLC | Address | Medford | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Emberlight Financial | Address | Medford | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Point Forward Wealth Advisors - Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 1 | 5 | — | — | — |
This is a randomized preview — the full database contains 2,063 records with complete field coverage.
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2,063 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Oregon
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 2,063 Financial planners in Oregon, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Oregon
Each of these buyers can work the 2,063 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 2,063 Financial planners 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 1,181 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,033): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,187): 57.5% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (705): 34.2% 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 planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (67): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,358): 66% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Oregon
The 2,063 Financial planners in Oregon are spread across 3 cities we track and many smaller towns, so rank areas before sending reps out:
- Top city markets: Lake Oswego, Bend and Eugene hold 24% of records in Oregon, the biggest clusters for in-person visits.
- Beyond the big cities: 1,564 records (76%) sit outside the 3 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 planners in Oregon
2,063 records · verified September 6, 2026
- Phone numbers
- 2,033
- Email addresses
- 1,187
- Phone and email
- 1,181
- Websites
- 1,913
Google ratings· 843 rated (41%)
70% hold 5 stars
- 1-star rated
- 31
- 3.7% of rated
- 2-star rated
- 36
- 4.3% of rated
- 3-star rated
- 119
- 14.1% of rated
- 4-star rated
- 71
- 8.4% of rated
- 5-star rated
- 586
- 69.5% of rated
Social profiles:
- Facebook:705· 34.2%
- LinkedIn:390· 18.9%
- Instagram:267· 12.9%
- X (Twitter):239· 11.6%
- YouTube:162· 7.9%
Financial planners in Oregon are an email-friendly, Facebook-heavy market: 98.5% list a phone number and 57.5% publish an email. Among 843 rated Financial planners, 70% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Oregon
Everything you need to know about our financial planners database for Oregon: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Oregon?
There are 2,063 financial planners 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 planners 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 planners 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 planners businesses in Oregon?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for Oregon cost?
The complete financial planners leads database for Oregon costs $24 as a one-time payment.
You get instant access to all 2,063 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 planners 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 planners 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 planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in Oregon have phone numbers?
2,033 financial planners in Oregon (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Oregon have email addresses?
1,187 financial planners in Oregon (58%) 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 planners in Oregon have both a phone number and an email address?
1,181 financial planners 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 planners in Oregon are active on social media?
Social profile coverage for financial planners in Oregon: 390 on LinkedIn, 705 on Facebook, 267 on Instagram, 162 on YouTube, 239 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 planners in Oregon have a website?
1,913 financial planners in Oregon (93%) 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 planners in Oregon do not have a website?
150 financial planners 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 planners in Oregon?
Rating breakdown for financial planners in Oregon: 586 with a 5-star rating, 71 with a 4-star rating, 119 with a 3-star rating, 36 with a 2-star rating, 31 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 planners data for other states or the entire US?
Yes. The national Financial planners 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 planners 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.