Oregon · 21 advisers
Financial Advisors in Beaverton, Oregon
Looking for a financial advisor in Beaverton, Oregon? Falists indexes 21 SEC-registered and state-registered investment advisers in Beaverton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $847.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
21
With website
20
Largest AUM
$847.5M
Financial planning
17
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Beaverton
Ranked by AUM · Fees, team & specialties at a glance
NBC CAPITAL ADVISORS
Beaverton, OR
AUM
$847.5M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
503-683-7727
CROSS FINANCIAL ADVISORS
Beaverton, OR
AUM
$481.8M
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(503) 430-0563
OPTIMA CAPITAL LLC
Beaverton, OR
AUM
$379.8M
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
503-270-1314
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
Beaverton, OR
AUM
$284.9M
Team
3 advisors
Clients
251-500
Fees
Fixed fees
541-463-0899
ROI FINANCIAL
Beaverton, OR
AUM
$264.2M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-941-5925
DEFINED WEALTH MANAGEMENT, LLC
Beaverton, OR
AUM
$254.0M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-444-7895
GRANGE CAPITAL, LLC
Beaverton, OR
AUM
$217.2M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
971 708 6659
CAPITOL FAMILY OFFICE, INC.
Beaverton, OR
AUM
$136.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 897-0236
SAMARA CAPITAL
Beaverton, OR
AUM
$123.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-397-8331
MAIN AVENUE FINANCIAL SERVICES, LLC
Beaverton, OR
AUM
$101.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
503-336-3776
ERLANDSON WEALTH MANAGEMENT
Beaverton, OR
AUM
$67.7M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-746-9275
SCOUT ASSET MANAGEMENT
Beaverton, OR
AUM
$67.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-248-0976
ELDON REESE ADVISORY GROUP
Beaverton, OR
AUM
$59.1M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(503) 908-6397
INSIGHT ADVISORS NW, LLC
Beaverton, OR
AUM
$38.7M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-314-7760
OPTIMUM CAPITAL STRATEGIES
Beaverton, OR
AUM
$33.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-250-0300
TMG WEALTH ADVISORS, INC.
Beaverton, OR
AUM
$29.3M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
503-533-4929
INNOVATOR WEALTH ADVISOR, LLC
Beaverton, OR
AUM
$500K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-998-4545
CONSOLIDATED FINANCIAL MANAGEMENT CORP.
Beaverton, OR
AUM
—
Team
4 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
503-844-9146
CONLEY, WILLIAM J.
Beaverton, OR
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR FEES PAID BY THIRD PARTY RIA
503-307-8707
More cities in Oregon
Common questions
- How many financial advisors are in Beaverton, Oregon?
- 21 registered investment advisers are listed in our Beaverton directory, sourced from public SEC filings.
- What types of advisors are in Beaverton?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Beaverton?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.