Best Financial Advisors in BEAVERTON, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BEAVERTON
GRANGE CAPITAL, LLC
BEAVERTON, OR · Since 2021
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
BEAVERTON, OR · Since 2020
DEFINED WEALTH MANAGEMENT, LLC
BEAVERTON, OR · Since 2020
CAPITOL FAMILY OFFICE, INC.
BEAVERTON, OR · Since 2021
NORTH RIDGE
BEAVERTON, OR · Since 2021
ROI FINANCIAL
BEAVERTON, OR · Since 2021
CROSS FINANCIAL ADVISORS
BEAVERTON, OR · Since 2017
NBC CAPITAL ADVISORS
BEAVERTON, OR · Since 2019
OPTIMA CAPITAL LLC
BEAVERTON, OR · Since 2021
SAMARA CAPITAL
BEAVERTON, OR · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BEAVERTON?
The median advisory fee in BEAVERTON, OR is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.