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Emergency Financial Advisors in Oregon City, OR — Available 24/7
When you can't wait, these financial advisors in Oregon City offer emergency response. Call now — most respond within the hour.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Oregon City, OR by verified customer ratings and review volume. The highest-rated is Stacy Spahr - COUNTRY Financial Advisor with a 4.9-star rating from 95 verified reviews. Also in the top tier: True Path Capital Strategies, LLC and Hill Valley Financial Services. The average rating across all listed financial advisors in Oregon City is 4.9 stars from 19 reviews per business on average.
Financial advisors in Oregon City 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
4.9★
Avg rating
19
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Stacy Spahr - COUNTRY Financial Advisor
401 Roosevelt St, Oregon City, OR 97045, USA
True Path Capital Strategies, LLC
2292 Rogue Way, West Linn, OR 97068, USA
Hill Valley Financial Services
18080 S Shiloh Ln, Oregon City, OR 97045, USA
Financial Advisors Rankings in Oregon City, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Stacy Spahr - COUNTRY Financial Advisor401 Roosevelt St, Oregon City, OR 97045, USA | 4.9★ | 95 |
| #2 | True Path Capital Strategies, LLC2292 Rogue Way, West Linn, OR 97068, USA | 5.0★ | 74 |
| #3 | Hill Valley Financial Services18080 S Shiloh Ln, Oregon City, OR 97045, USA | 4.8★ | 50 |
| #4 | Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®702 Main St, Oregon City, OR 97045, USA | 5.0★ | 8 |
| #5 | Edward Jones - Financial Advisor: Robin Jacobson365 Warner Milne Rd Suite 204, Oregon City, OR 97045, USA | 5.0★ | 2 |
| #6 | Crooks & Company Financial Management, Inc.610 Jefferson St, Oregon City, OR 97045, USA | 5.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Russell P Loeb, CFP®221 Molalla Ave Suite 101, Oregon City, OR 97045, USA | 5.0★ | 1 |
| #8 | MORRISSEY FINANCIAL720 Center St, Oregon City, OR 97045, USA | 5.0★ | 2 |
| #9 | Cascade Investment Advisors503 High St, Oregon City, OR 97045, USA | 5.0★ | 1 |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Oregon City901 Main St, Oregon City, OR 97045, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Oregon City
Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®
702 Main St, Oregon City, OR 97045, USA
Edward Jones - Financial Advisor: Robin Jacobson
365 Warner Milne Rd Suite 204, Oregon City, OR 97045, USA
Crooks & Company Financial Management, Inc.
610 Jefferson St, Oregon City, OR 97045, USA
Edward Jones - Financial Advisor: Russell P Loeb, CFP®
221 Molalla Ave Suite 101, Oregon City, OR 97045, USA
MORRISSEY FINANCIAL
720 Center St, Oregon City, OR 97045, USA
Cascade Investment Advisors
503 High St, Oregon City, OR 97045, USA
U.S. Bancorp Advisors - Financial Advisors: Oregon City
901 Main St, Oregon City, OR 97045, USA
Edward Jones - Financial Advisor: Lucas T Kidwell
19097 S Beavercreek Rd, Oregon City, OR 97045, USA
Edward Jones - Financial Advisor: Michael S Fessler, CEPA®
19245 S Molalla Ave Suite 2, Oregon City, OR 97045, USA
Metis Wealth Advisory Group
1023 7th St, Oregon City, OR 97045, USA
BPG Wealth Management
10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015, USA
Bret Pippett - COUNTRY Financial Representative
401 Roosevelt St, Oregon City, OR 97045, USA
Edward Jones - Financial Advisor: Bret L Reiner, CFP®|AAMS®
1800 Blankenship Rd Suite 435, West Linn, OR 97068, USA
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Frequently Asked Questions — Financial Advisors in Oregon City
What is a fiduciary financial advisor and why does it matter in Oregon City?
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 Oregon City, 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 Oregon City?
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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