Best Financial Advisors in WEST LINN, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$503M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in WEST LINN
#1
79
ETESIAN WEALTH ADVISORS, INC.
WEST LINN, OR · Since 2009
$503M AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
76
VERIDAN WEALTH
WEST LINN, OR · Since 2024
$667M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
75
PACIFIC COAST INVESTMENT ADVISORS, LLC
WEST LINN, OR · Since 2024
$122M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in WEST LINN?
The median advisory fee in WEST LINN, OR is 0.95% of assets under management per year, based on Form ADV filings from 3 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.