Financial advisors in Beaverton, OR

139 match · page 1 of 5

Ali Kavianian
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Alix Demartino
Financial advisor at Defined Wealth Management, LLC
Defined Wealth Management, LLC · $254M AUM
CFP®VerifiedFinancial planning
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Andrew Jamison
Financial advisor at Main Avenue Financial Services, LLC
Main Avenue Financial Services, LLC · $101.9M AUM
CFP®VerifiedFinancial planning
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Britton Wellington
Financial advisor at Real Agency Wealth LLC
Real Agency Wealth LLC · $16M AUM
CFP®VerifiedFinancial planning
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Chelsea Jones
Financial advisor at Physician Family Financial Advisors Inc
Physician Family Financial Advisors Inc · $284.9M AUM
CFP®VerifiedFinancial planning
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Christopher Hatfield
Financial advisor at Defined Wealth Management, LLC
Defined Wealth Management, LLC · $254M AUM
CFP®VerifiedFinancial planning
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David Erlandson
Financial advisor at Erlandson Wealth Management
Erlandson Wealth Management · $67.7M AUM
CFP®VerifiedFinancial planning
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David Krichevsky
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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David Pazourek
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Duane Bolinger
Financial advisor at Eldon Reese Advisory Group
Eldon Reese Advisory Group · $59.1M AUM
CFP®VerifiedFinancial planning
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Herbert Kim
Financial advisor at Innovator Wealth Advisor, LLC
Innovator Wealth Advisor, LLC · $500K AUM
CFP®VerifiedFinancial planning
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James Toussaint
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jody Duncan
Financial advisor at Insight Advisors Nw, LLC
Insight Advisors Nw, LLC · $38.7M AUM
CFP®VerifiedFinancial planning
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Justin Boggs
Financial advisor at Optima Capital LLC
Optima Capital LLC · $379.8M AUM
CFP®VerifiedFinancial planning
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Kari Raglione-Tissot
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kelly Morgan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kori Allen
Financial advisor at Samara Capital
Samara Capital · $123M AUM
CFP®VerifiedFinancial planning
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Kristy Motta
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kurtis Kallien
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Nicholas White
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Philip Sherman
Financial advisor at Iht Wealth Management LLC
Iht Wealth Management LLC · $9.8B AUM
CFP®VerifiedFinancial planning
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Shawna Vanaken
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Theodore Haley
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Traci Nelson
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Andrew Knox
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Andrew Mauss
Financial advisor at Samara Capital
Samara Capital · $123M AUM
VerifiedFinancial planning
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Andrew Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Anna Pomykala
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Ashley Colvin
Financial advisor at Nbc Capital Advisors
Nbc Capital Advisors · $847.5M AUM
VerifiedFinancial planning
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Benjamin Rollins
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Beaverton, OR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Beaverton, OR.

How this list works

Before you hire an advisor in Beaverton, OR