Old Port Advisors
Old Port Advisors is an independent, fiduciary registered investment adviser founded in 1994, providing private wealth management, financial advisory, and retirement plan consulting services to individuals, families, and retirement plan sponsors through a relationship-based, fee-driven advisory model.
- Company typePrivate
- Founded1994
- HeadquartersPortland, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Old Port Advisors does
Old Port Advisors, Inc. is an independent registered investment adviser founded in 1994, headquartered in Portland, United States. The firm delivers fiduciary wealth management and financial planning services to affluent individuals, families, and retirement plan sponsors, organized around three core offerings: Private Wealth Management, Financial Advisory Services, and Retirement Plan Consulting. Its value proposition centers on local independence, fiduciary obligation, and personal relationship-based advisory rather than scale or product breadth.
The firm operates a sales-led, relationship-driven go-to-market model with no proprietary technology platform disclosed; client-facing infrastructure relies on the BDReporting client portal, and content distribution occurs through a website, Viewpoints Newsletter, and Resource Center. There is no evidence of digital self-serve onboarding, marketplace distribution, or channel partnerships. Revenue mechanics are not publicly disclosed but, consistent with the RIA model, are presumed to flow from AUM-based advisory fees and flat-rate financial planning engagements (a recurring subscription-style stream), with pricing available only via direct inquiry.
The firm employs 11-50 people and reports named leadership including Managing Director Fredric Williams and Vice Presidents/Portfolio Managers Tracy Rogers and Jason Foster. It holds SEC/state registered investment adviser status and is CCPA-compliant as of January 2020. Marketing activity, regulatory posture, and content assets are in place, but the source data contains no funding events, acquisitions, product launches beyond the existing service trio, or disclosed revenue, indicating a mature, stable practice rather than a scaling enterprise.
Old Port Advisors firmographics
Firmographics- Name
- Old Port Advisors
- Legal name
- Old Port Advisors, Inc.
- Website
- https://imcgrp.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Old Port Advisors is an independent, fiduciary registered investment adviser founded in 1994, providing private wealth management, financial advisory, and retirement plan consulting services to individuals, families, and retirement plan sponsors through a relationship-based, fee-driven advisory model.
- Ownership category
- akta.pro rank
Old Port Advisors industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Old Port Advisors is headquartered
LocationHeadquarters
- HQ city
- Portland
- HQ country
- United States
- HQ region
- North America
Markets served
Old Port Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Old Port Advisors operates as a registered investment advisory firm offering wealth management and financial planning services. Revenue is generated through advisory fees, likely based on assets under management (AUM) or flat-rate advisory arrangements. The specific fee structure is not publicly disclosed on the website.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Old Port Advisors product offering
Product offeringCore offering
Old Port Advisors is a registered investment advisory firm providing fiduciary wealth management, financial planning, and portfolio management services. It delivers personalized wealth advisory to individuals and families, with additional retirement plan consulting services for business sponsors. The firm operates on an advisory-fee model, charging clients for ongoing investment guidance and financial planning support.
Product overview
Old Port Advisors offers a unified wealth management service model consisting of three core offerings: Private Wealth Management, Financial Advisory Services, and Retirement Plan Consulting. The company positions itself as a fiduciary advisor focused on personal relationships, transparency, and collaborative financial planning. Services are integrated under one advisory practice rather than offered as separate platform modules.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management Comprehensive wealth management services focused on building strong personal relationships with clients, understanding their lives, families, and financial goals to create tailored investment strategies. Designed for affluent individuals and families seeking ongoing investment advisory and portfolio management support.
- Financial Advisory Services Financial advisory services providing guidance on investments, financial planning, and navigation of the changing financial landscape with transparency and fiduciary responsibility. Aimed at individuals and families seeking professional financial guidance and planning services.
- Retirement Plan Consulting Retirement plan consulting services to help clients and organizations plan for retirement with strategies tailored to individual needs and goals. Includes retirement plan design, employee benefits consulting, and plan administration support for business owners and employers.
Companies that use Old Port Advisors
Customer profileSegments3 records
Ideal customer profiles1 record
Old Port Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Old Port Advisors partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights3 records
Old Port Advisors competitors and assessment
Company assessmentEmerging players
- Betterment: Leading digital wealth management platform offering automated portfolio management and financial planning to mass-affluent and HNW clients. Represents the technology-led, low-fee competitive threat to traditional RIAs like Old Port.
Direct peers
- Fisher Investments: Independent investment advisor managing portfolios for high-net-worth individuals and institutions. Comparable fee-based, fiduciary RIA model with a focus on discretionary portfolio management for affluent clients.
- Buckingham Strategic Wealth: Independent RIA focused on evidence-based wealth management and financial planning for individuals and families. Comparable fiduciary, fee-only service model with a similar relationship-led client approach.
- Edward Jones: Large network of local financial advisors providing wealth management and retirement plan services to individuals and families. Directly comparable relationship-led, in-person advisory model, though materially larger and more distributed than Old Port.
- Carson Group: Independent wealth management firm offering financial planning, investment management, and practice-management support to advisors. Comparable fiduciary, fee-based model and an active acquirer of independent advisory practices.
- Mariner Wealth Advisors: Independent, fee-only RIA providing private wealth management, financial planning, and retirement plan consulting. Directly comparable service model and an active acquirer of regional RIAs, making it both a competitor and potential roll-up counterparty.
- Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and retirement plan consulting. Highly comparable business model — fiduciary, fee-based, relationship-led — and one of the most active consolidators in the independent RIA space, frequently acquiring smaller local RIAs like Old Port.
Regional players
- Northwest Financial Advisors: Independent RIA based in the Pacific Northwest offering wealth management and financial planning. Operates in the same regional market as Old Port with a comparable service model, making it the closest head-to-head competitor.
Broad incumbents
- Fidelity Wealth Services: Large incumbent offering wealth management, financial planning, and retirement plan services to individual and institutional clients. Provides similar advisory services at scale but as part of a broad product platform rather than a local, relationship-led practice.
- Schwab Wealth Advisory (Charles Schwab): Large incumbent broker-dealer and RIA serving individual investors with wealth management, financial planning, and retirement plan services. Overlaps with Old Port's offerings but as part of a much broader, lower-touch platform.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Old Port Advisors compliance and trust
Trust signalCompliance2 records
Old Port Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Old Port Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Old Port Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Old Port Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Old Port Advisors
What does Old Port Advisors do?
Old Port Advisors is a registered investment advisory firm providing fiduciary wealth management, financial planning, and portfolio management services. It delivers personalized wealth advisory to individuals and families, with additional retirement plan consulting services for business sponsors. The firm operates on an advisory-fee model, charging clients for ongoing investment guidance and financial planning support.
Is Old Port Advisors a public or private company?
Old Port Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Old Port Advisors founded?
Old Port Advisors was founded in 1994. It employs 11 to 50 people.
Where is Old Port Advisors based?
Old Port Advisors is headquartered in Portland, United States, in the North America region.
How does Old Port Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Old Port Advisors's main competitors?
Betterment is listed as an emerging player. Direct peers are Fisher Investments, Buckingham Strategic Wealth, Edward Jones, Carson Group, Mariner Wealth Advisors and Creative Planning. Northwest Financial Advisors is listed as a regional player. Broad incumbents are Fidelity Wealth Services and Schwab Wealth Advisory (Charles Schwab).
Does Old Port Advisors have an API?
No public API is recorded for Old Port Advisors.
What industry is Old Port Advisors in?
Old Port Advisors's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.