Local Pros · Gresham
Local Financial Advisors in Gresham, OR
Locally owned and operated financial advisors serving Gresham and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Gresham, OR by verified customer ratings and review volume. The highest-rated is Strada Financial Group with a 4.6-star rating from 27 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS® and Edward Jones - Financial Advisor: Christina J Price, CFP®|AAMS®. The average rating across all listed financial advisors in Gresham is 4.8 stars from 5 reviews per business on average.
Financial advisors in Gresham 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
17
Businesses listed
4.8★
Avg rating
5
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Strada Financial Group
1510 NE Village St, Fairview, OR 97024, USA
Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS®
4257 SE 182nd Ave, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Christina J Price, CFP®|AAMS®
831 NW Council Dr Ste A-310, Gresham, OR 97030, USA
Financial Advisors Rankings in Gresham, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Strada Financial Group1510 NE Village St, Fairview, OR 97024, USA | 4.6★ | 27 |
| #2 | Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS®4257 SE 182nd Ave, Gresham, OR 97030, USA | 5.0★ | 6 |
| #3 | Edward Jones - Financial Advisor: Christina J Price, CFP®|AAMS®831 NW Council Dr Ste A-310, Gresham, OR 97030, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Alina Rocha Johnson, CFP®|AAMS®701 NE Division St, Gresham, OR 97030, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Ben Chumov1584 NE 8th St #104, Gresham, OR 97030, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Daniel Wanous, CFP®23 E Powell Blvd, Gresham, OR 97030, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Kimberley R Lanphar831 NW Council Dr Ste A-310, Gresham, OR 97030, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Jenny Alsman, AAMS®313 NE Hood Ave, Gresham, OR 97030, USA | 5.0★ | 1 |
| #9 | Edward Jones - Financial Advisor: Dino M Rocha, CFP®|AAMS®722 N Main Ave, Gresham, OR 97030, USA | — | — |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Jason Huynh300 E Powell Blvd, Gresham, OR 97030, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Gresham
Edward Jones - Financial Advisor: Alina Rocha Johnson, CFP®|AAMS®
701 NE Division St, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Ben Chumov
1584 NE 8th St #104, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Daniel Wanous, CFP®
23 E Powell Blvd, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Kimberley R Lanphar
831 NW Council Dr Ste A-310, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Jenny Alsman, AAMS®
313 NE Hood Ave, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Dino M Rocha, CFP®|AAMS®
722 N Main Ave, Gresham, OR 97030, USA
U.S. Bancorp Advisors - Financial Advisors: Jason Huynh
300 E Powell Blvd, Gresham, OR 97030, USA
Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®
21901 NE Halsey St Suite 202, Fairview, OR 97024, USA
Catalyst Financial NW
1733 E Powell Blvd UNIT 104, Gresham, OR 97030, USA
Harvest Wealth Advisors - Ameriprise Financial Services, LLC
12550 SE 93rd Ave Ste 450, Clackamas, OR 97015, USA
Kale Chalmers - Financial Advisor, Ameriprise Financial Services, LLC
1700 NW Civic Dr Ste 330, Gresham, OR 97030, USA
NW Financial Network
29 W Powell Blvd, Gresham, OR 97030, USA
ACMC Financial Corp
2498 NE Division St, Gresham, OR 97030, USA
Wealth Enhancement Group
Two Town Center, 10135 SE Sunnyside Rd Suite 210, Clackamas, OR 97015, USA
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Frequently Asked Questions — Financial Advisors in Gresham
What is a fiduciary financial advisor and why does it matter in Gresham?
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 Gresham, 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 Gresham?
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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