Same Day · Gresham
Same-Day Financial Advisors in Gresham, OR
Can't wait a week? These financial advisors in Gresham offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 17 financial advisors in Gresham, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Strada Financial Group with a 4.6-star rating from 27 Google reviews and an RNM Score of 70/100. Also in the top tier: Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS® and Catalyst Financial NW. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Kimberley R Lanphar
Kimberley R Lanphar is top-ranked for her personalized client service and strong community reputation in Gresham.
Most Reviewed
Edward Jones - Financial Advisor: Kimberley R Lanphar
A high review count indicates broad client trust and consistent service quality over time.
When choosing a financial advisor in Gresham, consider meeting with multiple advisors to compare their approach and fees, and ensure they hold relevant certifications like CFP® or AAMS®.
Local Market Snapshot
17
Businesses listed
4.8★
Avg rating
5
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a strong 4.6-star rating from 27 reviews.
1510 NE Village St, Fairview, OR 97024, USAExceptional 5.0-star rating from 6 Google reviews for financial guidance in Gresham.
4257 SE 182nd Ave, Gresham, OR 97030, USAExceptional 5.0-star rating from 3 Google reviews for a Gresham financial advisor.
1733 E Powell Blvd UNIT 104, Gresham, OR 97030, USAFinancial 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 | Catalyst Financial NW1733 E Powell Blvd UNIT 104, Gresham, OR 97030, USA | 5.0★ | 3 |
| #4 | Edward Jones - Financial Advisor: Dino M Rocha, CFP®|AAMS®722 N Main Ave, Gresham, OR 97030, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®21901 NE Halsey St Suite 202, Fairview, OR 97024, USA | 4.4★ | 7 |
| #6 | Wealth Enhancement GroupTwo Town Center, 10135 SE Sunnyside Rd Suite 210, Clackamas, OR 97015, USA | 5.0★ | 1 |
| #7 | ACMC Financial Corp2498 NE Division St, Gresham, OR 97030, USA | 4.0★ | 1 |
| #8 | NW Financial Network29 W Powell Blvd, Gresham, OR 97030, USA | — | — |
| #9 | Harvest Wealth Advisors - Ameriprise Financial Services, LLC12550 SE 93rd Ave Ste 450, Clackamas, OR 97015, USA | — | — |
| #10 | Kale Chalmers - Financial Advisor, Ameriprise Financial Services, LLC1700 NW Civic Dr Ste 330, Gresham, OR 97030, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Gresham
No Google reviews yet; contact this Gresham financial advisor to learn more.
722 N Main Ave, Gresham, OR 97030, USA
4.4 stars from 7 Google reviews, reflecting solid local client satisfaction.
21901 NE Halsey St Suite 202, Fairview, OR 97024, USA
Consistently earns perfect 5.0-star ratings from its clients.
Two Town Center, 10135 SE Sunnyside Rd Suite 210, Clackamas, OR 97015, USA
Rated 4.0 stars from a small number of Google reviews.
2498 NE Division St, Gresham, OR 97030, USA
A new financial advisor in Gresham, OR with no customer reviews yet.
29 W Powell Blvd, Gresham, OR 97030, USA
Currently unrated, as this Gresham financial advisor has no Google reviews yet.
12550 SE 93rd Ave Ste 450, Clackamas, OR 97015, USA
A new financial advisor in Gresham with no online reviews yet.
1700 NW Civic Dr Ste 330, Gresham, OR 97030, USA
Exceptional 5.0-star rating from three satisfied clients in Gresham.
831 NW Council Dr Ste A-310, Gresham, OR 97030, USA
Rated 5.0 stars from two Google reviews, reflecting strong early client satisfaction.
1584 NE 8th St #104, Gresham, OR 97030, USA
Exceptional 5.0-star rating from a handful of Google reviews.
313 NE Hood Ave, Gresham, OR 97030, USA
Exceptional 5.0-star rating based on early client feedback.
701 NE Division St, Gresham, OR 97030, USA
Exceptional 5.0-star rating from early client reviews in Gresham.
831 NW Council Dr Ste A-310, Gresham, OR 97030, USA
This financial advisor in Gresham has no customer reviews yet.
300 E Powell Blvd, Gresham, OR 97030, USA
This financial advisor in Gresham has not yet received any Google reviews.
23 E Powell Blvd, Gresham, OR 97030, USA
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Financial Advisors in Gresham, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Strada Financial Group | 70/100 | 4.6 ★ | 27 |
| 2 | Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS® | 69/100 | 5.0 ★ | 6 |
| 3 | Catalyst Financial NW | 66/100 | 5.0 ★ | 3 |
| 4 | Edward Jones - Financial Advisor: Dino M Rocha, CFP®|AAMS® | 3/100 | — | 0 |
| 5 | Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA® | 59/100 | 4.4 ★ | 7 |
| 6 | Wealth Enhancement Group | 62/100 | 5.0 ★ | 1 |
| 7 | ACMC Financial Corp | 45/100 | 4.0 ★ | 1 |
| 8 | NW Financial Network | 3/100 | — | 0 |
| 9 | Harvest Wealth Advisors - Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 10 | Kale Chalmers - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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: June 10, 2026.
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