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Financial advisors in Beaverton, OR

Looking for a financial advisor in Beaverton, OR? We list 145 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

145Advisors with offices here
14Median years of experience
3%At fee-only firms
51Firms represented

Largest firms here: Strategic Advisers (17), LPL Financial (13), Edward Jones (13).

Nearby: Lake Oswego, Hillsboro, Portland, Tualatin, Sherwood, West Linn, Gladstone, Wilsonville.

Filter and map these advisors

Defined Wealth Management
42yrs
Joseph Opsahl
Financial advisor
8625 SW Cascade Ave., Suite 410
Beaverton, OR 97008
Top advisor by experience in Beaverton
Fiduciary
Call Directions
Grange Capital
41yrs
Michael Keeton
Financial advisor
6600 SW 105th Ave, Suite 220
Beaverton, OR 97008
Top advisor by experience at Grange Capital
Fiduciary
Call Directions
TMG Wealth Advisors
39yrs
Kurt Morgan
Financial advisor
14631 SW Millikan Way Suite 68
Beaverton, OR 97003
Top 3% by experience in Beaverton
Fiduciary
Call Directions
Osaic Wealth
37yrs
Mark Moore
Financial advisor
Beaverton, OR
Top 3% by experience in Beaverton
ChFC
Call Directions
LPL Financial
36yrs
James Toussaint
Financial advisor
10700 SW Beaverton Hillsdale Suite 200-11
Beaverton, OR 97005
Top 4% by experience in Beaverton
CFP®Fiduciary
Call Directions
Samara Capital
35yrs
Kori Allen
Financial advisor
8625 SW Cascade Ave Suite 506
Beaverton, OR 97008
Top 5% by experience in Beaverton
CFP®Fiduciary
Call Directions
Ameriprise Financial Services
34yrs
Stephen Aaron
Financial advisor
9665 SW Allen Blvd Suite 115
Beaverton, OR 97005
Top 6% by experience in Beaverton
Fiduciary
Call Directions
ROI Financial
34yrs
Lance Johnson
Financial advisor
14675 SW Millikan Way
Beaverton, OR 97003
Top 7% by experience in Beaverton
Fiduciary
Call Directions
Erlandson Wealth Management
33yrs
David Erlandson
Financial advisor
14780 SW Osprey Drive Suite 320
Beaverton, OR 97007
Top 8% by experience in Beaverton
CFP®Fiduciary
Call Directions
Osaic Wealth
31yrs
Kimberlee Lomas
Financial advisor
17933 NW Evergreen Parkway Suite 111
Beaverton, OR 97006
Top 8% by experience in Beaverton
Fiduciary
Call Directions
LPL Financial
31yrs
Kristy Motta
Financial advisor
1915 NE Stucki Ave Suite 150
Beaverton, OR 97006
Top 9% by experience in Beaverton
CFP®
Call Directions
Strategic Advisers
31yrs
Kurtis Kallien
Financial advisor
Beaverton, OR
Top 3% by experience at Strategic Advisers
CFP®Fiduciary
Call Directions
Edward Jones
30yrs
Brian Wheeler
Financial advisor
14780 SW Osprey Drive Suite 295
Beaverton, OR 97007
Top 5% by experience at Edward Jones
Fiduciary
Call Directions
Edward Jones
30yrs
Patrick Moore
Financial advisor
Beaverton, OR
Top 5% by experience at Edward Jones
Fiduciary
Call Directions
Cetera Investment Advisers
30yrs
David Krichevsky
Financial advisor
3720 SW 141st Avenue Suite 200
Beaverton, OR 97005
Top 12% by experience in Beaverton
CFP®
Call Directions
NBC Capital Advisors
29yrs
Jason Bratt
Financial advisor
8625 SW Cascade Ave., Suite 410
Beaverton, OR 97008
Top advisor by experience at NBC Capital Advisors
Fiduciary
Call Directions
U.S. Bancorp Advisors
29yrs
John Cu
Financial advisor
Beaverton, OR
Top 11% by experience at U.S. Bancorp Advisors
PlanningInvesting
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Insight Advisors NW
29yrs
Jody Duncan
Financial advisor
11200 SW Allen Blvd Suite 100
Beaverton, OR 97005
Top 15% by experience in Beaverton
CFP®Fiduciary
Call Directions
Ameriprise Financial Services
29yrs
Benjamin Rollins
Financial advisor
8625 SW Cascade Ave Suite 104
Beaverton, OR 97008
Top 15% by experience in Beaverton
Fiduciary
Call Directions
Commonwealth Financial Network
29yrs
Harold Weight
Financial advisor
9400 SW Beaverton Hillsdale Hwy #250
Beaverton, OR 97005
Top 15% by experience in Beaverton
ChFCFiduciary
Call Directions
NBC Capital Advisors
28yrs
David Nanson
Financial advisor
8625 SW Cascade Ave., Suite 410
Beaverton, OR 97008
Top 16% by experience in Beaverton
Fiduciary
Call Directions
LPL Financial
28yrs
Charles Mason
Financial advisor
8625 SW Cascade Ave 240
Beaverton, OR 97008
Top 17% by experience in Beaverton
Fiduciary
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read