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: 1,117
Average Clients per Advisor: 279
AUM: $ 494M
CROSS FINANCIAL ADVISORS
CRD#: 287686
Address: 16100 Nw Cornell Road #240, Beaverton, OR 97006
Clients: 1,441
Average Clients per Advisor: 90
AUM: $ 286M
SPRINGWATER WEALTH MANAGEMENT, LLC
CRD#: 167539
Address: 6600 Sw 105th Avenue Suite 155, Beaverton, OR 97008
Clients: 83
Average Clients per Advisor: 27
AUM: $ 171M
DEFINED WEALTH MANAGEMENT, LLC
CRD#: 306779
Address: 8625 Sw Cascade Ave. Suite 410, Beaverton, OR 97008
Clients: 149
Average Clients per Advisor: 49
AUM: $ 163M
NORTH RIDGE WEALTH ADVISORS, INC.
CRD#: 157516
Address: 8285 Sw Nimbus Avenue Suite 155, Beaverton, OR 97008
Clients: 72
Average Clients per Advisor: 18
AUM: $ 150M
CAPITOL FAMILY OFFICE, INC.
CRD#: 312005
Address: 1500 Nw Bethany Blvd. Suite 280, Beaverton, OR 97006
Clients: 122
Average Clients per Advisor: 24
AUM: $ 133M
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
Shalisa Green Beck
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Ralph Edward Luchterhand
Registered Affiliation(s):LPL FINANCIAL LLC
James Patrick Mead
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Graeme Eric Newhouse
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephen Mark Aaron
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Attila Horvath
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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