ChooseAFinancialAdvisor.com
Advisors / Oregon / Portland
31yrs

Ryan Long

Financial advisor at Advisory Solutions Group

Ryan Long is a financial advisor in Portland, Oregon, with 31 years in the industry. Ryan joined Advisory Solutions Group in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Ryan holds the CFA designation.

One of 1175 advisors with offices in Portland.

Portland, OR 97225CFATop 14% by experience in Oregon

At a glance

Experience31 years (since 1995)
How that compares ?Top 14% by experience in Oregon
Office3395 SW Garden View Ave, Portland, OR 97225
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$506,035
Advisors at the firm23
States licensed ?1 state

Services through Advisory Solutions Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Jun 2026 – now

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Advisory Solutions Group at 763-417-1700 and ask for Ryan Long. Ryan works from the Portland, OR office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 1995, about 31 years. Top 14% by experience in Oregon.

What licenses does Ryan hold?

Series 63. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Ryan paid?

Advisory Solutions Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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