LPL Financial
44yrs
Top advisor by experience in Tualatin
Financial advisors in Tualatin, OR
Looking for a financial advisor in Tualatin, OR? We list 41 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.
41Advisors with offices here
16Median years of experience
2%At fee-only firms
13Firms represented
Largest firms here: LPL Financial (14), Edward Jones (9), Sound Investment Management (3).
Nearby: Lake Oswego, Wilsonville, Sherwood, West Linn, Beaverton, Gladstone, Canby, Oregon City.
LPL Financial
42yrs
Top 2% by experience in Oregon
Edward Jones
36yrs
Top 2% by experience at Edward Jones
LPL Enterprise
36yrs
Top 6% by experience at LPL Enterprise
LPL Financial
33yrs
Top 11% by experience in Oregon
Sound Investment Management
32yrs
Top 13% by experience in Oregon
LPL Financial
31yrs
Top 15% by experience in Oregon
Sound Investment Management
30yrs
Top 17% by experience in Oregon
LPL Financial
27yrs
Top 22% by experience in Tualatin
State Farm Investment Management
27yrs
Top 6% by experience at State Farm Investment Management
Nexus Strategic Wealth
26yrs
Top 25% by experience in Oregon
MML Investors Services
25yrs
More experience than 72% of advisors nationwide
LPL Financial
23yrs
More experience than 68% of advisors in Tualatin
LPL Financial
22yrs
More experience than 66% of advisors in Tualatin
LPL Financial
21yrs
More experience than 63% of advisors in Tualatin
Sound Investment Management
21yrs
More experience than 63% of advisors nationwide
Edward Jones
20yrs
Top 21% by experience at Edward Jones
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Crossroads Wealth Planning
19yrs
More experience than 57% of advisors nationwide
Sky-Mountain Capital Management
16yrs
More experience than 52% of advisors nationwide
Strategic Advisers
16yrs
Top 23% by experience at Strategic Advisers
LPL Financial
15yrs
More experience than 50% of advisors nationwide
LPL Financial
14yrs
14 years in the industry
Cetera Investment Advisers
13yrs
13 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.