Skip to content

Financial Advisors in Gresham, OR: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Gresham: Oregonians Credit Union, RFA Score 75/100; 4.6★ from 216 Google reviews.

  2. 41

    Most-reviewed: Birch Community Services, 284 Google reviews at 4.8★, the most of 265 ranked; ranked #41.

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

265 Gresham financial advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 265 rated firms.

Top 10 financial advisors in Gresham 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 Gresham at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Oregonians Credit Union754.6★ (216)Gresham—Top score
2Finity Group725.0★ (103)Portland, 12 mi away——
3First Pacific Financial724.9★ (149)Vancouver, 15 mi away——
4Sarah Nicole Nadler Consulting724.9★ (46)GreshamEvenings—
5Somerset Wealth Strategies725.0★ (94)Portland, 12 mi away——
6Oregonians Credit Union724.6★ (157)Milwaukie, 9 mi away——
7Stacy Spahr - COUNTRY Financial Advisor714.9★ (96)Oregon City, 13 mi away——
8Evergreen Home Loans Vancouver NMLS 9043714.7★ (94)Vancouver, 10 mi away——
9Bridgetown Wealth Management715.0★ (63)Portland, 11 mi away——
10Eric Lindberg - COUNTRY Financial Representative714.9★ (75)Portland, 12 mi away——

All 265 financial advisors in Gresham, 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.

  1. Ranked #1 in Gresham

    #1 Oregonians Credit Union

    Based in Gresham

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 216 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 216 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    247 E Powell Blvd, Gresham, OR 97030
    View profile for Oregonians Credit Union(503) 239-5336

  2. #2 Finity Group

    Based in Portland, 12 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5550 S Macadam Ave #120, Portland, OR 97239
    View profile for Finity Group(503) 841-5840

  3. #3 First Pacific Financial

    Based in Vancouver, 15 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 149 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 149 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    610 Esther St #100, Vancouver, WA 98660
    View profile for First Pacific Financial(360) 254-2585

  6. #6 Oregonians Credit Union

    Based in Milwaukie, 9 mi away

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.6★ from 157 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 157 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    6915 SE Lake Rd, Milwaukie, OR 97267
    View profile for Oregonians Credit Union(503) 239-5336

  13. #13 Journey to Influence

    Based in Happy Valley, 7 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 44 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 44 Google reviews
    Hours
    Mon 9 AM–5 PM · Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri–Sun closed
    Address
    13924 SE 141st Ave, Clackamas, OR 97015
    View profile for Journey to Influence(503) 961-4602

  14. #14 Oregonians Credit Union

    Based in Oregon City, 14 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.7★ from 102 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 102 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    19360 S Molalla Ave #110, Oregon City, OR 97045
    View profile for Oregonians Credit Union(503) 239-5336

  16. #16 Vista Capital Partners

    Based in Portland, 17 mi away

    70/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9755 SW Barnes Rd #595, Portland, OR 97225
    View profile for Vista Capital Partners(503) 772-9500

  17. #17 Green Line NW, LLC

    Based in Milwaukie, 11 mi away

    70/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.7★ from 65 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 65 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    2305 SE Washington St #102, Milwaukie, OR 97222
    View profile for Green Line NW, LLC(503) 908-0109

  19. #19 IPX1031: Sara Remley

    Based in Portland, 12 mi away

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1455 SW Broadway Ste 1400, Portland, OR 97201
    View profile for IPX1031: Sara Remley(503) 367-6701

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 265 ranked financial advisors here; the rest are on their profiles.

financial advisors in Gresham, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Annuity FYI684.8★ (42)12 mi
27Harlow Wealth Management685.0★ (40)15 mi
28Credit Team USA684.5★ (47)10 mi
29Ben Weinstein Agency - COUNTRY Financial684.4★ (68)12 mi
30Infinite Heights Wealth Management684.9★ (40)14 mi
31Opsahl Dawson - Vancouver684.4★ (73)13 mi
32Elevate Wealth Advisors685.0★ (32)13 mi
33Pinnacle Wealth Advisors674.4★ (14)In Gresham
34Waverly Advisors, LLC675.0★ (36)16 mi
35CCB Financial Services675.0★ (24)11 mi
36PDX Money Coaching675.0★ (20)9 mi
37Ukaia Rogers Agency - COUNTRY Financial675.0★ (25)13 mi
38Human Investing675.0★ (32)16 mi
39Edward Jones - Financial Advisor: Hailey Percival, CFP®675.0★ (20)11 mi
40BMO Bank N.A Branches673.7★ (19)In Gresham
41Birch Community Services664.8★ (284)4 mi
42Dick Hannah Insurance Agency664.0★ (90)13 mi
43TenBridge Partners664.8★ (22)12 mi
44Edward Jones - Financial Advisor: Pia D Meyer665.0★ (14)9 mi
45Team 360 - COUNTRY Financial664.7★ (13)6 mi
46Westface College Planning665.0★ (14)9 mi
47Edward Jones - Financial Advisor: Keith A Johnson, CFP®|AAMS®665.0★ (6)In Gresham
48Elaine Fong - NMLS 1518161665.0★ (6)In Gresham
49Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®664.4★ (7)In Gresham
50James Maciokas - COUNTRY Financial Representative664.7★ (15)8 mi

Also serving Gresham

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 Gresham
BusinessGoogle ratingDistance
ACMC Financial Corp4.5★ (2)In Gresham
Davis & Graves CPA LLP5.0★ (2)In Gresham
Davis Jerry J CPAIn Gresham
Edward JonesIn Gresham
Edward Jones - Financial Advisor: Alina Rocha Johnson, CFP®|AAMS®5.0★ (1)In Gresham
Edward Jones - Financial Advisor: Ben Chumov5.0★ (2)In Gresham
Edward Jones - Financial Advisor: Daniel Wanous, CFP®In Gresham
Edward Jones - Financial Advisor: Jenny Alsman, AAMS®5.0★ (1)In Gresham
Edward Jones - Financial Advisor: Ken McClintock, AAMS®5.0★ (2)In Gresham
Edward Jones - Financial Advisor: Kim R Price, CEPA®5.0★ (1)In Gresham
Edward Jones - Financial Advisor: Rian PatrickIn Gresham
Edward Jones - Financial Advisor: Ronald G Ward5.0★ (2)In Gresham
Green Line NW, LLC1.0★ (2)In Gresham
Madrona Wealth Management LLC5.0★ (1)In Gresham
NW Financial Network5.0★ (1)In Gresham
Sanstrum & Associates IncIn Gresham
U.S. Bancorp Advisors - Financial Advisors: Jason HuynhIn Gresham
U.S. Bank - Wealth Management Banker: Emily GoodmanIn Gresham
Wealth Management Associate - U.S. Bancorp Investments: Chad SannIn Gresham
Wells Fargo Advisors5.0★ (1)In Gresham

How we ranked Gresham financial advisors

We scored 265 Gresham 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 Gresham 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 Gresham: frequently asked questions

Which financial advisor has the highest RFA Score in Gresham?

By RFA Score, the highest-ranked financial advisor in Gresham, OR is Oregonians Credit Union with an RFA Score of 75/100. It has 4.6★ from 216 Google reviews. Finity Group (#2) and First Pacific Financial (#3) follow. We ranked 265 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Gresham?

RankedFinancialAdvisors ranks 265 financial advisors serving Gresham, OR. 9 of them are based in Gresham; 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 Gresham work on weekends?

14 of 265 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays is The Bookkeeping Company: Tax Strategies & Planning (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gresham financial advisors have?

The median Google rating among 265 rated financial advisors in Gresham is 4.8★, with a median of 8 reviews. Birch Community Services has the most, 284 reviews, and ranks #41. 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 Gresham count in this ranking?

Yes, if they are within 25 mi of the Gresham 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 Gresham 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 Gresham 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 Gresham

  1. November 2026: RFA Scores recalculated for 265 financial advisors serving Gresham.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Gresham pages