Local Pros · Beaverton
Local Financial Advisors in Beaverton, OR
Locally owned and operated financial advisors serving Beaverton and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Beaverton, OR by verified customer ratings and review volume. The highest-rated is Eldon Reese Advisory Group with a 5.0-star rating from 4 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™ and Single Point Financial. The average rating across all listed financial advisors in Beaverton is 4.8 stars from 2 reviews per business on average.
Financial advisors in Beaverton typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
2
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Eldon Reese Advisory Group
4900 SW Griffith Dr #103, Beaverton, OR 97005, USA
Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™
16100 NW Cornell Rd Ste 260, Beaverton, OR 97006, USA
Single Point Financial
4905 SW Griffith Dr #105, Beaverton, OR 97005, USA
Financial Advisors Rankings in Beaverton, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Eldon Reese Advisory Group4900 SW Griffith Dr #103, Beaverton, OR 97005, USA | 5.0★ | 4 |
| #2 | Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™16100 NW Cornell Rd Ste 260, Beaverton, OR 97006, USA | 5.0★ | 2 |
| #3 | Single Point Financial4905 SW Griffith Dr #105, Beaverton, OR 97005, USA | 5.0★ | 2 |
| #4 | ROI Financial Advisors, LLC14675 SW Millikan Way, Beaverton, OR 97006, USA | 3.7★ | 3 |
| #5 | North Ridge Wealth Advisors8285 SW Nimbus Ave #155, Beaverton, OR 97008, USA | — | — |
| #6 | The Summit Financial Strategies Inc1500 NW Bethany Blvd Suite 200, Beaverton, OR 97006, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Brian Wheeler14780 SW Osprey Dr #295, Beaverton, OR 97007, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Mark A Simpson, AAMS®14780 SW Osprey Dr #295, Beaverton, OR 97007, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Ted Martin3900 SW Orbit St Suite 140, Beaverton, OR 97005, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor14795 SW Murray Scholls Dr Suite 102, Beaverton, OR 97007, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Beaverton
ROI Financial Advisors, LLC
14675 SW Millikan Way, Beaverton, OR 97006, USA
North Ridge Wealth Advisors
8285 SW Nimbus Ave #155, Beaverton, OR 97008, USA
The Summit Financial Strategies Inc
1500 NW Bethany Blvd Suite 200, Beaverton, OR 97006, USA
Edward Jones - Financial Advisor: Brian Wheeler
14780 SW Osprey Dr #295, Beaverton, OR 97007, USA
Edward Jones - Financial Advisor: Mark A Simpson, AAMS®
14780 SW Osprey Dr #295, Beaverton, OR 97007, USA
Edward Jones - Financial Advisor: Ted Martin
3900 SW Orbit St Suite 140, Beaverton, OR 97005, USA
Edward Jones - Financial Advisor
14795 SW Murray Scholls Dr Suite 102, Beaverton, OR 97007, USA
Main Avenue Financial Services, LLC
4900 SW Griffith Dr #210, Beaverton, OR 97005, USA
Heritage Wealth Advisors - Ameriprise Financial Services, LLC
6500 SW Beaverton Hlsdl Hwy Ste 1, Portland, OR 97225, USA
Wealth Strategy Partners - Ameriprise Financial Services, LLC
9665 SW Allen Blvd Ste 115, Beaverton, OR 97005, USA
Advanced Wealth Management
8625 SW Cascade Ave #602, Beaverton, OR 97008, USA
Edward Jones - Financial Advisor: Matthew I Chang
1500 NW Bethany Blvd Ste 145, Beaverton, OR 97006, USA
Edward Jones - Financial Advisor: Joe Klink
16100 NW Cornell Rd # 120, Beaverton, OR 97006, USA
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Frequently Asked Questions — Financial Advisors in Beaverton
What is a fiduciary financial advisor and why does it matter in Beaverton?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Beaverton, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Beaverton?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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