Skip to content

Financial Advisors in Grants Pass, OR: 2026 rankings

28 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Grants Pass: James B. Hurley, Hurley Associates, RFA Score 75/100; 4.6★ from 29 Google reviews.

  2. 7

    Most-reviewed: Tarah Sussman - COUNTRY Financial Representative, 41 Google reviews at 4.9★, the most of 28 ranked; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

28 Grants Pass financial advisors are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 4.7★ across 28 rated firms.

Top 10 financial advisors in Grants Pass at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Grants Pass at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1James B. Hurley, Hurley Associates754.6★ (29)Grants PassTop score
2Investment Resources Inc734.5★ (17)Grants Pass—
3Peak Credit Union733.6★ (38)Grants Pass—
4Wagon Wheel Financial734.7★ (13)Grants Pass—
5Megan Gerard - COUNTRY Financial Representative734.7★ (12)Grants Pass—
6Rogue Advisors725.0★ (9)Grants Pass—
7Tarah Sussman - COUNTRY Financial Representative714.9★ (41)Medford, 25 mi awayMost reviews
8Debbie Derenski - COUNTRY Financial Representative695.0★ (4)Grants Pass—
9Practice Financial Group, LLC694.8★ (20)Medford, 21 mi away—
10Lewellyn Wealth694.7★ (21)Medford, 21 mi away—

All 28 financial advisors in Grants Pass, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Peak Credit Union

    Based in Grants Pass

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.6★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 38 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    1532 NE F St, Grants Pass, OR 97526
    View profile for Peak Credit Union(800) 258-3115

  4. #4 Wagon Wheel Financial

    Based in Grants Pass

    73/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1610 Allen Creek Rd #107, Grants Pass, OR 97527
    View profile for Wagon Wheel Financial(541) 916-1234

  6. #6 Rogue Advisors

    Based in Grants Pass

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1246 NE 7th St Ste B, Grants Pass, OR 97526
    View profile for Rogue Advisors(541) 474-9700

  10. #10 Lewellyn Wealth

    Based in Medford, 21 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 21 Google reviews, listed on Google as “Financial advisor”.

    • 4.7★ from 21 Google reviews
    Hours
    Mon–Thu 7 AM–4 PM · Fri–Sun closed
    Address
    160 E California St, Jacksonville, OR 97530
    View profile for Lewellyn Wealth(541) 772-1380

  11. #11 Kingsview Partners

    Based in Grants Pass

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.3★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    509 SE 7th St, Grants Pass, OR 97526
    View profile for Kingsview Partners(541) 291-4405

  19. #19 SkyOak Capital

    Based in Medford, 25 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Address
    920 Town Centre Dr, Medford, OR 97504
    View profile for SkyOak Capital(541) 944-7268

  21. #21 PERSAdvisor

    Based in Medford, 25 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    930 Town Centre Dr, Medford, OR 97504
    View profile for PERSAdvisor(541) 690-1069

All 28 financial advisors

#1 to #25 are shown in full above. Here are #26 to #28, in RFA Score order; each links to its profile.

financial advisors in Grants Pass, ranks 26 to 28
RankBusinessRFA ScoreGoogle ratingDistance
26Lindbloom Investment Services635.0★ (3)22 mi
27Keith A Stone: Primerica - Financial Services635.0★ (4)25 mi
28Pioneer Wealth Advisors623.7★ (3)21 mi

Also serving Grants Pass

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Grants Pass
BusinessGoogle ratingDistance
Banc Home LoansIn Grants Pass
Cynthia Harelson CPA5.0★ (1)In Grants Pass
Edward Jones - Financial Advisor: Adrianne WytcherleyIn Grants Pass
Edward Jones - Financial Advisor: Andrew Murphy-Rouse, CFP®|CEPA®5.0★ (1)In Grants Pass
Edward Jones - Financial Advisor: Jacki HalcombIn Grants Pass
Edward Jones - Financial Advisor: Joshua J Richardson, CFP®In Grants Pass
Edward Jones - Financial Advisor: Kelley A Witters, AAMS®5.0★ (1)In Grants Pass
Edward Jones - Financial Advisor: Paul Atondo5.0★ (1)In Grants Pass
Edward Jones - Financial Advisor: Shad W Shriver, CFP®|AAMS®5.0★ (2)In Grants Pass
Edward Jones - Financial Advisor: Susie Atondo5.0★ (2)In Grants Pass
Financial Aid Center for Long Term CareIn Grants Pass
Financial institutionIn Grants Pass
Grifantini Consulting5.0★ (1)In Grants Pass
LPL Financial5.0★ (1)In Grants Pass
Mitchell & Blalock DiversifiedIn Grants Pass
Next Financial Group Inc1.0★ (1)In Grants Pass
Northwestern MutualIn Grants Pass
Primerica Jeff Voigt & AssociatesIn Grants Pass
Rubicon AdvisorsIn Grants Pass
Wells Fargo AdvisorsIn Grants Pass

How we ranked Grants Pass financial advisors

We scored 28 Grants Pass financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Grants Pass data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Grants Pass: frequently asked questions

Which financial advisor has the highest RFA Score in Grants Pass?

By RFA Score, the highest-ranked financial advisor in Grants Pass, OR is James B. Hurley, Hurley Associates with an RFA Score of 75/100. It has 4.6★ from 29 Google reviews. Investment Resources Inc (#2) and Peak Credit Union (#3) follow. We ranked 28 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Grants Pass?

RankedFinancialAdvisors ranks 28 financial advisors serving Grants Pass, OR. 15 of them are based in Grants Pass; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Grants Pass work on weekends?

1 of 28 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays is Matt Fisher - COUNTRY Financial Agent (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Grants Pass financial advisors have?

The median Google rating among 28 rated financial advisors in Grants Pass is 4.7★, with a median of 9 reviews. Tarah Sussman - COUNTRY Financial Representative has the most, 41 reviews, and ranks #7. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Grants Pass count in this ranking?

Yes, if they are within 25 mi of the Grants Pass city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Grants Pass ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Grants Pass a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Grants Pass

  1. November 2026: RFA Scores recalculated for 28 financial advisors serving Grants Pass.

More financial advisors and Grants Pass pages