Best Financial Advisors in CLACKAMAS, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$381M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in CLACKAMAS
#1
100
IMS CAPITAL MANAGEMENT
CLACKAMAS, OR · Since 1989
$381M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
PINNACLE WEALTH ADVISORS
CLACKAMAS, OR · Since 2019
$550M AUM14 clientsFee: 0%
FiduciaryFee-Only
#3
100
SUMMA GLOBAL ADVISORS, LLC
CLACKAMAS, OR · Since 2010
$144M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100
STANGIER WEALTH MANAGEMENT
CLACKAMAS, OR · Since 2017
$300M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100
TRUE NORTH RETIREMENT ADVISORS, LLC
CLACKAMAS, OR · Since 2018
$461M AUM3 clientsFee: 0%
FiduciaryFee-Only
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 CLACKAMAS?
The median advisory fee in CLACKAMAS, OR is 0.95% of assets under management per year, based on Form ADV filings from 5 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.