Rock Creek Wealth Management
“They have helped me with life insurance, IR As, 401k rollovers, investment and money market accounts, and overall retirement planning.”
Best Financial Advisors in Hillsboro, OR
15 firms listed · 6 in Hillsboro · 1 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 27, 2026
Byzick and Company
“Been going here for years and they always do a great job and can easily explain your taxes when you have questions”
Springsource Wealth Advisors
“His team is always so helpful and professional, and we always go to them when we have financial questions.”
Silver Bridge Retirement
“She recommended -- and secured for me -- an annuity product with built-in guarantees that will also provide increased benefits if home health/nursing home care are in my future.”
Optima Capital
Gratke Wealth
The 15 firms listed for Hillsboro, 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: Hillsboro, OR
Of the 15 firms we list here, 6 are in Hillsboro itself and 9 come from towns including Lake Oswego (3, 14 mi), Portland (3, 14 mi) and Tigard (2, 10 mi). 13 of the firms on this page have a rating, from 4.2 to 5.0 across 250 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website and 6 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 37 years. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 8 list a public email and 1 takes 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 any financial advisers listed for Hillsboro offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Lifelong Wealth Management
“He's always very responsive, and very clear when explaining our investment options.”
Vista Capital Partners
“Vista focuses on quality long term financial planning for, and together with, each client.”
Tax Services
“We love the professionalism, staff, and the reputation for excellence.”
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Infinite Heights Wealth Management
“They provided important information and guidance in helping us make good choices that will help shape our financial future.”
Human Investing
“Great financial expertise and modeling to help us get ready for the future.”
Aaron Traxton, CPA
“Aaron and his team worked hard to quickly resolve the issues that occurred with my initial experience with their tax preparation services.”
Advanced Wealth Management
“It's not just about investing in one stock, it's also about protecting my assets, recommending estate planning.”
CGC Financial Services
“CGC has been providing me with expert and personal financial guidance for years, much to my benefit.”
Isler Northwest
“Chris has been a great asset, providing ideas and always keeping me up to date with all the changes in the accounting world and how those changes affect my business and personal taxes.”
Why these companies made our list
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