Top Financial Advisors in Beaverton, Oregon
Finding the right financial advisor in Beaverton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Beaverton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Beaverton, OR.
Find the Best Financial Advisor Firms in Beaverton:
NBC CAPITAL ADVISORS
CRD#: 306483
Address: 8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008
Clients: 1,195
Average Clients per Advisor: 298
AUM: $ 711M
CROSS FINANCIAL ADVISORS
CRD#: 287686
Address: 16100 Nw Cornell Road #240, Beaverton, OR 97006
Clients: 1,416
Average Clients per Advisor: 101
AUM: $ 419M
OPTIMA CAPITAL LLC
CRD#: 310146
Address: 500 Sw 116th Ave., Beaverton, OR 97225
Clients: 539
Average Clients per Advisor: 77
AUM: $ 293M
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD#: 138433
Address: 9450 Sw Gemini Dr Pmb 52736, Beaverton, OR 97008-7105
Clients: 236
Average Clients per Advisor: 59
AUM: $ 229M
ROI FINANCIAL
CRD#: 160100
Address: 14675 Sw Millikan Way, Beaverton, OR 97003
Clients: 193
Average Clients per Advisor: 64
AUM: $ 221M
DEFINED WEALTH MANAGEMENT, LLC
CRD#: 306779
Address: 8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008
Clients: 179
Average Clients per Advisor: 59
AUM: $ 220M
How We Chose the Top Financial Advisors in Beaverton, Oregon
To create this list of top financial advisor firms in Beaverton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Beaverton has to offer.
Search Financial Advisors in Beaverton, Oregon
Carol Marr Vreeland
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
Carolyn Dunn Cameron
Registered Affiliation(s):D.A. DAVIDSON & CO.
Richard Scott Wilhelmi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Shalisa Green Beck
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Michael Robert Burgoyne
Registered Affiliation(s):LPL FINANCIAL LLC
Stephen Kenneth Wilmot
Registered Affiliation(s):LPL FINANCIAL LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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