Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clients

Financial ADVSR advisor directory · SEC adviser records

Optima Capital LLC financial advisors in Beaverton, OR

Every SEC-registered investment adviser representative at a Optima Capital LLC office in Beaverton, A to Z.

4 registered advisors work at Optima Capital LLC in Beaverton, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Optima Capital LLC advisors in Beaverton, A to Z

Every Optima Capital LLC advisor →

Optima Capital LLC advisors in every city and state →Optima Capital LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Optima Capital LLC advisors in other cities

Azusa, CA 1Liberty, MO 1

Other firms in Beaverton

All Beaverton advisors →

Strategic Advisers LLC 15LPL Financial LLC 12Edward Jones 11Charles Schwab & Co., Inc. 8Cetera Investment Advisers LLC 6Commonwealth Financial Network 5Grange Capital, LLC 5Nbc Capital Advisors 5Ameriprise Financial Services, LLC 4Consolidated Financial Management Corp. 4Osaic Wealth, Inc. 4Defined Wealth Management, LLC 3

Questions

How many financial advisors does Optima Capital LLC have in Beaverton?

4 investment adviser representatives are registered at Optima Capital LLC offices in Beaverton, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Optima Capital LLC one of the largest advisor employers in Beaverton?

Optima Capital LLC ranks number 11 in Beaverton by registered advisors; Strategic Advisers LLC has the most, with 15.

How do I check a Optima Capital LLC advisor in Beaverton?

Each advisor below links to a profile with their registrations, exams, designations 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 Optima Capital LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.