wiseradvisor

Find Top Financial Advisors in Beaverton, Oregon

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Beaverton, Oregon
Last Updated - 21-Sep-2022

Beaverton has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 20 non-vetted advisors in your local area. These financial advisors in Beaverton, Oregon have an average of 18 years of experience.

NOTE: The list of financial advisors in Beaverton, Oregon mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Beaverton, Oregon.

Qualified Financial Advisors in Beaverton, Oregon
Financial Advisor Experience AUM Minimum Assets Fee Structure
Greg Bowen
CFP®, ChFC®
MARINER WEALTH ADVISORS
8050 SW Pfaffle St. #100,
503-620-5236,
Portland, OR 97223
28 150000 Not Specified Fee-Based
William Cartee
EDELMAN FINANCIAL ENGINES, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Beaverton

Qualifications CRD# 2328903
Firm CRD# 10299
Series 6, 7, 24, 63, 65

Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets


Office Location 8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR
97223
Phone Number 503-620-5236

Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals. Prior to joining Mariner Wealth Advisors, he was a financial advisor and a managing principal for Cascadia Wealth Management. Greg is a member of the Financial Planning Association. He is also a registered representative with MSEC Personal Interests Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.

About Mariner Wealth Advisors

Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA
98683
Phone Number 425-247-2970

I am a financial professional with experience in financial planning, internal consulting, financial technology, and equity and capital market research.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Beaverton, Oregon (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Nbc Capital Advisors
8625 Sw Cascade Ave., , Suite 410,
Beaverton, OR 97008
$516,048,784 1651 A percentage of AUM
Fixed fees
Commision Based
Cross Financial Advisors
16100 Nw Cornell Road #240,
Beaverton, OR 97006
$339,791,825 2295 A percentage of AUM
Hourly charges
Fixed fees
Springwater Wealth Management, Llc
6600 Sw 105th Avenue , Suite 155,
Beaverton, OR 97008
$190,904,191 507 A percentage of AUM
Hourly charges
Fixed fees
Defined Wealth Management, Llc
8625 Sw Cascade Ave. , Suite 410,
Beaverton, OR 97008
$173,439,394 385 A percentage of AUM
Hourly charges
Fixed fees
Capitol Family Office, Inc.
1500 Nw Bethany Blvd. , Suite 280,
Beaverton, OR 97006
$150,553,422 630 A percentage of AUM
Fixed fees
Grange Capital, Llc
6600 Sw 105th Ave, , Suite 220,
Beaverton, OR 97008
$139,575,000 516 A percentage of AUM
Roi Financial
14675 Sw Millikan Way,
Beaverton, OR 97003
$137,668,107 715 A percentage of AUM
Fixed fees
North Ridge Wealth Advisors, Inc.
8285 Sw Nimbus Avenue , Suite 155,
Beaverton, OR 97008
$130,177,138 442 A percentage of AUM
Cedar Financial Advisors, Llc
3853 Sw Hall Boulevard,
Beaverton, OR 97005-2049
$121,385,291 420 A percentage of AUM
Fixed fees

    List of Additional Advisors in Beaverton, Oregon*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Gail Harrower
    Inquire with Gail
    9665 SW Allen Blvd, Ste 115, Beaverton, OR  97005 503-619-4600
    Matthew Brodsky
    Inquire with Matthew
    9665 SW Allen Blvd, Ste 115, Beaverton, OR  97005 503-567-7874
    Stephen M Aaron
    Inquire with Stephen
    9665 SW Allen Blvd, Ste 115, Beaverton, OR  97005 503-619-4600
    Springwater Wealth Management, LLC
    Inquire with Springwater
    6600 SW 105th Ave, #155, Beaverton, OR  97008 503-482-7570
    StoneRidge Wealth Management
    Inquire with StoneRidge
    8625 SW Cascade Avenue, Suite 240, Beaverton, OR  97008 503-352-0188
    Yingru Zhou
    Inquire with Yingru
    4900 SW Griffith Dr, Suite 120, Beaverton, OR  97005 503-746-9245
    Allstate Personal Financial Representative: Steven Sauve
    Inquire with Allstate
    11950 SW 2nd St, Ste 200, Beaverton, OR  97005 503-869-0947
    Cristian Silva
    Inquire with Cristian
    2785 NW Town Center Dr, Beaverton, OR  97006 503-382-9378
    Chloe Brockie
    Inquire with Chloe
    2785 NW Town Center Dr, Beaverton, OR  97006 503-550-1653
    Baoqin Wang
    Inquire with Baoqin
    4900 SW Griffith Drive, Suite 120, Beaverton, OR  97005 503-746-9245
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Oregon?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?