4.5+ Stars · Tigard
Highly Rated Financial Advisors in Tigard, OR
Only the best make this list. These financial advisors in Tigard have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Tigard, OR by verified customer ratings and review volume. The highest-rated is Succession Resource Group with a 4.9-star rating from 73 verified reviews. Also in the top tier: Firenze Wealth Management and Mariner. The average rating across all listed financial advisors in Tigard is 4.9 stars from 7 reviews per business on average.
Financial advisors in Tigard 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
7
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Succession Resource Group
12570 SW 69th Ave Suite 100, Portland, OR 97223, USA
Firenze Wealth Management
16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA
Mariner
8050 SW Pfaffle St STE 100, Tigard, OR 97223, USA
Financial Advisors Rankings in Tigard, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Succession Resource Group12570 SW 69th Ave Suite 100, Portland, OR 97223, USA | 4.9★ | 73 |
| #2 | Firenze Wealth Management16083 SW Upper Boones Ferry Rd Suite 250, Tigard, OR 97224, USA | 5.0★ | 6 |
| #3 | Mariner8050 SW Pfaffle St STE 100, Tigard, OR 97223, USA | 5.0★ | 3 |
| #4 | Kruse Woods Financial Partners, LLC6855 SW Baylor St, Tigard, OR 97223, USA | — | — |
| #5 | Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS®10300 SW Greenburg Rd # 550, Portland, OR 97223, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Kelly Hovland, CFP®13535 SW 72nd Ave #130, Tigard, OR 97223, USA | 4.3★ | 3 |
| #7 | Aspasia Wealth Management6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA | 5.0★ | 2 |
| #8 | Clarity Capital Management, LLC7307 SW Beveland St Suite 200, Portland, OR 97223, USA | 5.0★ | 2 |
| #9 | Southwest Financial Services, LLC9600 SW Oak St # 560, Tigard, OR 97223, USA | 5.0★ | 1 |
| #10 | Financial Reserve12725 SW 66th Ave #102, Portland, OR 97223, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Tigard
Kruse Woods Financial Partners, LLC
6855 SW Baylor St, Tigard, OR 97223, USA
Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS®
10300 SW Greenburg Rd # 550, Portland, OR 97223, USA
Edward Jones - Financial Advisor: Kelly Hovland, CFP®
13535 SW 72nd Ave #130, Tigard, OR 97223, USA
Aspasia Wealth Management
6830 SW Atlanta St Suite 102, Tigard, OR 97223, USA
Clarity Capital Management, LLC
7307 SW Beveland St Suite 200, Portland, OR 97223, USA
Southwest Financial Services, LLC
9600 SW Oak St # 560, Tigard, OR 97223, USA
Financial Reserve
12725 SW 66th Ave #102, Portland, OR 97223, USA
Inman Financial Services
12703 SW 67th Ave, Tigard, OR 97223, USA
Foundation Financial - Kevin Kirkpatrick, Certified Financial Planner
16037 SW Upper Boones Ferry Rd Suite 195, Tigard, OR 97224, USA
SMB Financial Services
11535 SW 67th Ave, Tigard, OR 97223, USA
Price Financial Group
7160 SW Fir Loop #201, Tigard, OR 97223, USA
Resource Financial Planning, Inc.
1 Lincoln Center, 10300 SW Greenburg Rd #200, Portland, OR 97223, USA
Beyond Wealth Management
7455 SW Bridgeport Rd #220, Tigard, OR 97224, USA
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Frequently Asked Questions — Financial Advisors in Tigard
What is a fiduciary financial advisor and why does it matter in Tigard?
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 Tigard, 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 Tigard?
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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