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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Beaverton, OR

Every SEC-registered investment adviser representative at a firm office in Beaverton, with the firms that employ the most of them.

The short answer

135 registered advisors work in Beaverton; the most are at Strategic Advisers LLC (15). 24 list the CFP designation and 92 are also registered broker representatives.

Firms with the most advisors in Beaverton

FirmAdvisors in Beaverton
Strategic Advisers LLC15
Edward Jones news11
LPL Financial LLC news11
Charles Schwab & Co., Inc. news7
Cetera Investment Advisers LLC news6
Ameriprise Financial Services, LLC news5
Commonwealth Financial Network news5
Grange Capital, LLC5
Nbc Capital Advisors5
Consolidated Financial Management Corp.4
Osaic Wealth, Inc. news4
Raymond James Financial Services Advisors, Inc. news4
Defined Wealth Management, LLC3
Eldon Reese Advisory Group3
Samara Capital3
Transamerica Financial Advisors, LLC3
U.S. Bancorp Advisors, LLC3
Capitol Family Office, Inc.2
Equitable Advisors, LLC news2
Focus Partners Wealth, LLC2
Optima Capital LLC2
Physician Family Financial Advisors Inc.2
Roi Financial2
State Farm Investment Management Corp.2
Wells Fargo Clearing Services, LLC news2

Advisors in Beaverton, A to Z

CFP advisors in Beaverton →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Beaverton, OR?

135 investment adviser representatives are registered at firm offices in Beaverton, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 92 of them are also registered as broker representatives, and 24 list the CFP designation.

Which firm has the most financial advisors in Beaverton?

Strategic Advisers LLC, with 15 registered advisors in Beaverton, followed by Edward Jones with 11.

How do I check a financial advisor in Beaverton?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.