LPL Financial
41yrs
Top advisor by experience in Canby
Financial advisors in Canby, OR
Looking for a financial advisor in Canby, OR? We list 25 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.
25Advisors with offices here
21Median years of experience
0%At fee-only firms
11Firms represented
Largest firms here: LPL Financial (7), 4:8 Financial (4), Edward Jones (4).
Nearby: Wilsonville, Aurora, Mulino, Donald, Oregon City, West Linn, Tualatin, Molalla.
LPL Financial
34yrs
Top 8% by experience in Canby
Edward Jones
31yrs
Top 4% by experience at Edward Jones
Steward Partners Investment Advisory
31yrs
Top 15% by experience in Oregon
Wells Fargo Advisors
31yrs
Top 15% by experience in Oregon
U.S. Bancorp Advisors
26yrs
Top 20% by experience at U.S. Bancorp Advisors
4:8 Financial
26yrs
More experience than 74% of advisors nationwide
Prosperity Capital Advisors
25yrs
More experience than 74% of advisors at Prosperity Capital Advisors
Cetera Investment Advisers
23yrs
More experience than 68% of advisors nationwide
ACR Alpine Capital Research
23yrs
More experience than 68% of advisors nationwide
LPL Financial
22yrs
More experience than 67% of advisors nationwide
Edward Jones
22yrs
Top 17% by experience at Edward Jones
LPL Financial
21yrs
More experience than 64% of advisors nationwide
4:8 Financial
17yrs
More experience than 53% of advisors nationwide
J.P. Morgan Securities
13yrs
More experience than 60% of advisors at J.P. Morgan Securities
LPL Financial
13yrs
13 years in the industry
Edward Jones
7yrs
7 years in the industry
Wells Fargo Advisors
6yrs
6 years in the industry
Strategic Advisers
6yrs
6 years in the industry
LPL Financial
3yrs
3 years in the industry
LPL Financial
3yrs
3 years in the industry
Wells Fargo Advisors
2yrs
2 years in the industry
4:8 Financial
1yr
1 years in the industry
Edward Jones
1yr
1 years in the industry
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.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.