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Best Financial Advisors near Beaverton, Oregon


To help Americans find the best financial advisors in Beaverton, Oregon, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Beaverton, Oregon.


1. Vista Capital Partners
   (503) 772-9500
9755 SW Barnes Road, Suite 595. Portland, OR

Vista Capital Partners, registered in 2001, manages $1.6 billion for 465 clients.

2. Northwest Capital Management
   (503) 597-1616
13333 SW 68th Pkwy, Suite 230. Portland, OR

Northwest Capital Management, registered in 1999, manages $4.0 billion for 413 clients.

3. Gamble Jones Investment Counsel
   (503) 906-7868
12725 Sw Millikan Way Suite 300, Beaverton, Oregon

Gamble Jones Investment Counsel, registered in 1990, manages $1.6 billion for 1,125 clients.

4. Human Investing
   (503) 905-3100
5335 Meadows Road, Suite 450. Lake Oswego, OR

Human Investing, registered in 2004, manages $1.1 billion for 741 clients.

5. Peregrine Asset Advisers
   (503) 459-4651
9755 SW Barnes RD, Suite 295 Portland, OR

Peregrine Asset Advisers, registered in 2001, manages $342.9 million for 318 clients.

6. Northwest Investment Counselors
   (800) 685-7884
5885 Meadows Road, Suite 860 Lake Oswego, OR

Northwest Investment Counselors, registered in 1999, manages $452.4 million for 292 clients.

7. Orca Investment Management
   (503) 582-9500
6 Centerpointe Drive Suite 300, Lake Oswego, Oregon

Orca Investment Management, registered in 2007, manages $151.9 million for 292 clients.

8. Springwater Wealth Management
   (888) 998-4796
6600 SW 105th Avenue, Suite 155. Beaverton, OR

Springwater Wealth Management, registered in 2014, manages $171.0 million for 150 clients.

9. CGC Financial Services
   (503) 670-1958
5 Centerpointe DR Suite 550 Lake Oswego, OR

CGC Financial Services, registered in 2013, manages $470.4 million for 1,235 clients.

10. Churchill Management Group
   (323) 937-7110
12725 Sw Millikan Way 353, Beaverton, Oregon

Churchill Management Group, registered in 1967, manages $6.6 billion for 7,276 clients.

11. TPG Financial Advisors
   (503) 241-9550
Multiple Locations

TPG Financial Advisors, registered in 2012, manages $926.3 million for 541 clients.

12. Government Portfolio Advisors
   (503) 248-9973
2188 SW Park Place, Suite 100. Portland, OR

Government Portfolio Advisors, registered in 2014, manages $12.8 billion for 49 clients.

13. Quest Investment Management
   (503) 221-0158
5335 Meadows RD, Suite 400. Lake Oswego, OR

Quest Investment Management, registered in 1985, manages $1.4 billion for 92 clients.

14. True Private Wealth Advisors
   (503) 444-7893
10260 Sw Greenburg Road Suite 1055, Portland, Oregon

True Private Wealth Advisors, registered in 2012, manages $624.7 million for 1,180 clients.

15. CWC Advisors
   (503) 968-0950
5800 Meadows Road, Suite 230. Lake Oswego, OR

CWC Advisors, registered in 2003, manages $111.8 million for 156 clients.

16. Jensen Investment Management
   (503) 726-4384
5500 Meadows Road, Suite 200. Lake Oswego, OR

Jensen Investment Management, registered in 1988, manages $9.4 billion for 384 clients.

17. CWM
   (503) 603-0880
10200 Sw Greenburg Road Suite 340, Portland, Oregon

CWM, registered in 2011, manages $11.9 billion for 22,611 clients.

18. Schulmerich & Associates Asset Management
   (503) 672-7750
Multiple Locations

Schulmerich & Associates Asset Management, registered in 2004, manages $140.0 million for 300 clients.

19. Financial Advocates Investment Management
   (360) 866-2345
Multiple Locations

Financial Advocates Investment Management, registered in 2010, manages $3.3 billion for 11,427 clients.

20. Financial Advocates Investment Management
   (360) 866-2345
Multiple Locations

Financial Advocates Investment Management, registered in 2010, manages $3.3 billion for 11,427 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Top Cities for Oregon


Beaverton, Oregon Happy Valley, Oregon Hillsboro, Oregon Lake Oswego, Oregon Marylhurst, Oregon Oregon City, Oregon Portland, Oregon Sherwood, Oregon West Linn, Oregon Wilsonville, Oregon

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