CallataGuidesBusiness phone system for investment advice firms in Oregon
281 investment advice firms operated in Oregon in 2023. Where they are, how big their teams are, and what phone service costs them.
- Establishments
- 281CBP 2023
- Employees
- 976mid-March 2023
- Per 100k residents
- 6.6U.S. 6.9
- State rank
- 26th of 51by count
How many investment advice firms operate in Oregon
The Census Bureau counted 281 investment advice firms in Oregon in its 2023 County Business Patterns (NAICS 523930). They employed 976 people in mid-March and reported $104.5 million in annual payroll. That is the 26th highest count among the 51 states and DC with published figures. Investment advice firms make up 0.23% of the 122,451 business establishments in the state.
Per 100,000 residents (2024 estimate) Oregon has 6.6 investment advice firms, 4.2% below the national rate of 6.9. The average establishment has 3.5 employees against 4.7 nationally. Payroll per employee is $107,041, 36.2% below the U.S. figure of $167,820.
| Measure | Oregon | United States |
|---|---|---|
| Establishments | 281 | 23,359 |
| Mid-March employees | 976 | 110,125 |
| Annual payroll | $104,472,000 | $18,481,170,000 |
| Employees per establishment | 3.5 | 4.7 |
| Payroll per employee | $107,041 | $167,820 |
| Establishments per 100,000 residents | 6.6 | 6.9 |
Census County Business Patterns 2023 (mid-March employment; annual payroll). Employees and payroll flagged high-noise are shown but not used in the text. Residents: Census Vintage 2024 estimates.
Investment advice firms by metro area in Oregon
Census published financial advisory firm counts for 8 metro or micropolitan areas that include part of Oregon. The largest is Portland, OR-WA, with 194 establishments (a multi-state area; its count covers every state it spans). Single-state metro and micropolitan areas account for 38% of the statewide total; the rest are outside any published area or in areas Census suppressed.
| Area | Establishments | Employees | Per 100k residents |
|---|---|---|---|
| Portland, OR-WA | 194 | 791 | 7.6 |
| Eugene, OR | 26 | — | 6.8 |
| Bend, OR | 23 | — | 8.7 |
| Medford, OR | 23 | 48 | 10.4 |
| Salem, OR | 20 | 42 | 4.5 |
| Roseburg, OR | 5 | — | 4.5 |
| Corvallis, OR | 5 | — | 5.1 |
| Grants Pass, OR | 5 | — | 5.7 |
Source: Census County Business Patterns 2023; population from Census Vintage 2024 estimates.
Team sizes at investment advice firms in Oregon
83.9% of Oregon's investment advice firms with employees had fewer than five people in March 2023, compared with 84.5% nationally. 95.0% had fewer than ten. That is the size of team where a missed call usually means nobody was free, not that nobody was on staff.
| Employment size | Establishments | Share | U.S. share |
|---|---|---|---|
| 1–4 employees | 234 | 83.9% | 84.5% |
| 5–9 employees | 31 | 11.1% | 9.4% |
| 10–19 employees | 11 | 3.9% | 3.4% |
| 20–49 employees | 3 | 1.1% | 1.7% |
| 50 or more employees | 0 | 0.0% | 1.1% |
Employment-size classes count establishments by mid-March 2023 employment. Establishments with no March employees are excluded from the size classes, so shares are of establishments with employees. Source: Census County Business Patterns 2023.
Calls a financial advisory firm in Oregon has to catch
Advisory firms build long relationships, so the phone experience reflects on the practice. Clients call about market moves, transfers and planning meetings, and those conversations often need to be documented.
Calls a financial advisory firm in Oregon might handle in a typical week include:
- A client calls during a volatile market to talk with their advisor.
- A custodian calls about a transfer.
- The firm calls a client to confirm a distribution request.
After-hours calls
After-hours calls are usually meeting or document requests that can be returned the next business day.
Callata voicemail is transcribed and triaged for urgency, and business-hours routing decides where calls go once you close.
What a phone system costs a financial advisory firm in Oregon
Investment advice firms in Oregon average 3.5 employees, so the comparison uses a 3-person team. On a per-user plan that headcount sets the bill: $74.85 a month on Ooma Office Pro or $90.00 on RingCentral RingEX Core at list price (checked September 28, 2026). Callata is $99.00 a month with 5 users included, which is more than either per-seat plan for 3 people; it becomes the lower price at 4 users or more.
At this team size the per-seat plans cost less than Callata's $99 base price, which already covers 5 users; Callata becomes the lower price from 4 users.
| Provider (plan) | Pricing basis | Per month | Per year |
|---|---|---|---|
| Callata (Callata Office) | $99 incl. 5 users, $20 per extra user | $99.00 | $1,188.00 |
| Quo (Starter) | $19.00 per user | $57.00 | $684.00 |
| Nextiva (Core) | $23.00 per user | $69.00 | $828.00 |
| Ooma (Office Pro) | $24.95 per user | $74.85 | $898.20 |
| Dialpad (Standard) | $27.00 per user | $81.00 | $972.00 |
| RingCentral (RingEX Core) | $30.00 per user | $90.00 | $1,080.00 |
Competitor prices are each vendor's published month-to-month list price per user for its lowest plan that includes business calling and texting, checked September 28, 2026: Quo Starter $19, Nextiva Core $23, Ooma Office Pro $24.95 (Essentials excludes texting; one-time $29.95 activation not included), Dialpad Standard $27, RingCentral RingEX Core $30 ($20 billed annually). Prices exclude taxes and fees and may change; annual contracts lower some competitors' prices.
Area codes in Oregon
Oregon has 4 geographic area codes in service according to NANPA. You can choose local numbers in the area codes your clients know, subject to carrier inventory, or port your current number for free.
| Area code | Exchanges | Time zone | In service since | Overlay with |
|---|---|---|---|---|
| 503 | 784 | Pacific | 1947 | 971 |
| 541 | 781 | Mountain and Pacific | 1995 | 458 |
| 971 | 441 | Pacific | 2000 | 503 |
| 458 | 224 | Mountain and Pacific | 2010 | 541 |
Exchanges are NANPA-assigned central office codes (NPA-NXX) in the rate centers matched to the area's named places. Source: NANPA utilized code and NPA reports.
How Callata works for investment advice firms in Oregon
Callata Office costs $99 per month for up to 5 people, and each additional user is $20 a month. That covers up to 3 local numbers, calling from a browser or your cell, transcribed voicemail, recorded calls with AI summaries, after-hours routing and E911 on each number.
If you already have a number in Oregon, porting it to Callata is free. Texting from a local number requires a one-time carrier registration (10DLC, $49), and the numbers available in any area code depend on carrier inventory when you choose them.
Optional AI agents (receptionist, sales, support or scheduler) can answer calls after hours or when nobody picks up, take messages, text, email and transfer to your team. They are billed from prepaid AI minutes at $0.25 per minute, identify themselves as AI, and may only place outbound calls to people who consented, between 8am and 9pm.
Registered firms should check their books-and-records obligations before texting clients about accounts.
Frequently asked questions
How many investment advice firms are in Oregon?
281 in 2023, according to Census County Business Patterns. They employed 976 people in mid-March.
Which Oregon metro area has the most investment advice firms?
Portland, OR-WA, with 194 establishments in 2023.
What does a phone system cost a 3-person financial advisory firm?
$90.00 a month on RingCentral RingEX Core or $74.85 on Ooma Office Pro at month-to-month list prices (checked September 28, 2026); $99.00 on Callata ($99 a month with 5 users included, then $20 per additional user).
Do I need to register to text customers from a Oregon number?
Yes. US carriers require business texting from local numbers to be registered (10DLC). On Callata the registration is a one-time $49 fee, and texting turns on once it is approved.