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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Tualatin, OR

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

The short answer

38 registered advisors work in Tualatin; the most are at LPL Financial LLC (12). 8 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Tualatin

FirmAdvisors in Tualatin
LPL Financial LLC news12
Edward Jones news8
Sound Investment Management Inc.3
Stancorp Investment Advisers, Inc.3
Osaic Wealth, Inc. news2
Ryan Financial Solutions, LLC2
Strategic Advisers LLC2
Brookstone Wealth Advisors, LLC1
Cetera Investment Advisers LLC news1
Crossroads Wealth Planning1
LPL Enterprise, LLC news1
MML Investors Services, LLC1
Nexus Strategic Wealth1

Advisors in Tualatin, A to Z

CFP advisors in Tualatin →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Tualatin, OR?

38 investment adviser representatives are registered at firm offices in Tualatin, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Tualatin?

LPL Financial LLC, with 12 registered advisors in Tualatin, followed by Edward Jones with 8.

How do I check a financial advisor in Tualatin?

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.