Best Financial Advisors in Beaverton, OR

24 firms listed · 18 in Beaverton · 1 open weekends · 10 rated 4.5+ · 4 show a license

Data verified October 18, 2026

Advanced Wealth Management

Advanced Wealth Management

(2)
“They will evaluate any ideas we send them as investment opportunities and then either call or email with their analysis about how it might or might not fit into our long-term strategy, with suggestions about what should be sold to fund the new opport...”
Accepts All Major Credit Cards
BBB Rating: A+
Family Business
In Business Since 2007
8625 SW Cascade Ave #602, Beaverton, OR
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Rock Creek Wealth Management

Rock Creek Wealth Management

(2)
“Thank you Bob for your hard work with our personal and professional financial needs.”
Accepts All Major Credit Cards
BBB Rating: A+
In Business Since 2007
16100 NW Cornell Rd #240, Beaverton, OR
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Price Financial Group

Price Financial Group

BBB Rating: A+
In Business Since 2008
16100 NW Cornell Rd #140, Beaverton, OR
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ROI Financial Advisors

ROI Financial Advisors

(2)
“They helped me by lowering my taxable income, changing from pre tax to after tax roll overs and, changing my work 401k investments.”
In Business Since 2011
14675 SW Millikan Way, Beaverton, OR
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Optimum Capital Strategies

Optimum Capital Strategies

BBB Rating: A+
In Business Since 2012
4900 SW Griffith Dr #105, Beaverton, OR
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Erlandson Wealth Management

Erlandson Wealth Management

Transparent Fees & Pricing
Licensed
In Business Since 2011
14780 SW Osprey Dr #320, Beaverton, OR
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The 24 firms listed for Beaverton, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Beaverton, OR

Of the 24 firms we list here, 18 are in Beaverton itself and 6 come from Vancouver, WA (3, 15 mi), Portland (2, 9 mi) and Lake Oswego (1, 7 mi). 10 of the firms on this page have a rating, from 4.7 to 5.0 across 408 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (92%) and quality (73%). 1 is open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), financial planning (2) and investment management (2). 4 show a license on their websites; 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Beaverton take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Ritrovare Financial & Insurance Solution

Ritrovare Financial & Insurance Solution

Licensed
In Business Since 2022
4900 SW Griffith Dr Suite 121, Beaverton, OR
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Gabriel Capital

Gabriel Capital

In Business Since 2005
500 SW 116th Ave, Beaverton, OR
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Consolidated Financial Management

Consolidated Financial Management

In Business Since 2003
1915 NE Stucki Ave #150, Beaverton, OR
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North Ridge Wealth Advisors

North Ridge Wealth Advisors

“Fantastic working with Adam & Brian!”
In Business Since 2011
8285 SW Nimbus Ave #155, Beaverton, OR
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Retzlaff Wealth Management

Retzlaff Wealth Management

In Business Since 2015
16100 NW Cornell Rd, Beaverton, OR
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Capitol Family Office

Capitol Family Office

In Business Since 2011
1500 NW Bethany Blvd Suite 200, Beaverton, OR
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TMG Wealth Advisors

TMG Wealth Advisors

In Business Since 2020
14631 SW Millikan Way #68, Beaverton, OR
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Eldon Reese Advisory Group

Eldon Reese Advisory Group

Transparent Fees & Pricing
In Business Since 2022
4900 SW Griffith Dr #103, Beaverton, OR
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De[fi]ned Wealth Management

De[fi]ned Wealth Management

CFP Certified
In Business Since 2019
8625 SW Cascade Ave Suite 410, Beaverton, OR
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Evergreen Financial Advisors

Evergreen Financial Advisors

Licensed
In Business Since 2003
8625 SW Cascade Ave Ste 310, Beaverton, OR
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Portland Financial Advisors Network

Portland Financial Advisors Network

In Business Since 2012
6107 SW Murray Blvd #103, Beaverton, OR
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Thales Tax & Wealth Management

Thales Tax & Wealth Management

In Business Since 2000
3720 SW 141st Ave #200, Beaverton, OR
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The Bookkeeping Company - Cfos and Consultants

The Bookkeeping Company - Cfos and Consultants

(49)
  • Bookkeeper
  • Knowledge
  • Small Business
“I have a general contracting business and they handle everything from my new hire paperwork, invoicing and more importantly accounting guidance that works best for my business.”
Free Initial Consultation
In Business Since 2017
18523 NE 65th St, Vancouver, WA
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NW Premier - Creative Financial Solutions

NW Premier - Creative Financial Solutions

(49)
  • Expertise
  • Expectations
  • Savings
“They have laid out expectations for us, assigned us with a lovely bookkeeper, and provided various insights on how we can leverage opportunities to grow and strengthen our bottom line.”
In Business Since 2019
3306 NE 49th St Suite B, Vancouver, WA
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Opsahl Dawson & Company Advisors

Opsahl Dawson & Company Advisors

(45)
  • Real Estate
  • Results
  • Respect
“He tailored his services to address our unique challenges, providing clear and actionable advice that has been pivotal in our decision-making processes.”
In Business Since 1998
7701 NE Greenwood Dr Ste 200, Vancouver, WA
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Somerset Wealth Strategies

Somerset Wealth Strategies

(50)
  • Questions
  • Information
  • Needs
“I have been a client of SWS since 2009 and have made multiple annuity purchases of various product types (variable annuities, fixed guarantee rate, fixed index) over the years.”
In Business Since 2008
4600 S Kelly Ave, Portland, OR
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Bridgetown Wealth Management

Bridgetown Wealth Management

(40)
  • Healthcare Professional
  • Options
  • Financial Advisor
“My satisfaction with the service I've received from Cole and the Bridgetown Wealth Management staff is reflected in the fact that I have referred numerous friends and family members.”
In Business Since 2016
700 NE Multnomah St #820, Portland, OR
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Lifelong Wealth Management

Lifelong Wealth Management

(30)
  • Interests
  • Refinance
  • The Future
“With a little patience and guidance, Jason was able to help her with the proper financial strategy and help her with setting the right habits that made her retirement comfortable.”
Free Initial Consultation
Licensed
In Business Since 2010
Serving Beaverton Area
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Retirement Planning and Investment Management Services in Beaverton, OR Cost Estimates

Minimum cost
$1161
Maximum cost
$9866
National Average
$3482
Avg Per Hour Rates
$349
$2322
$6384
Typical price range is based on 389 cost profiles
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Average Cost $3482
Minimum cost $1161
Maximum cost $9866
Avg Per Hour Rates $349

Typical range $2322 to $6384 is based on 389 cost profiles.

Why these companies made our list

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