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Financial Advisors in Sherwood, OR: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sherwood: Heartland Retirement Group - Pacific Northwest Division, RFA Score 72/100; 5.0★ from 72 Google reviews.

  2. 44

    Most-reviewed: Oregonians Credit Union, 344 Google reviews at 4.8★, the most of 266 ranked; ranked #44.

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

266 Sherwood financial advisors are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 266 rated firms.

Top 10 financial advisors in Sherwood 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 Sherwood at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Heartland Retirement Group - Pacific Northwest Division725.0★ (72)Tigard, 7 mi awayTop score
2Finity Group725.0★ (103)Portland, 12 mi away—
3True Path Capital Strategies, LLC725.0★ (76)West Linn, 9 mi away—
4Somerset Wealth Strategies725.0★ (94)Portland, 12 mi away—
5Lifelong Wealth Management725.0★ (57)Lake Oswego, 7 mi away—
6Stacy Spahr - COUNTRY Financial Advisor724.9★ (96)Oregon City, 12 mi away—
7Vista Capital Partners715.0★ (72)Portland, 11 mi away—
8Oregonians Credit Union714.6★ (157)Milwaukie, 13 mi away—
9First Pacific Financial714.9★ (149)Vancouver, 20 mi away—
10Eric Lindberg - COUNTRY Financial Representative714.9★ (75)Portland, 12 mi away—

All 266 financial advisors in Sherwood, 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.

  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

  7. #7 Vista Capital Partners

    Based in Portland, 11 mi away

    71/100RFA Score

    Ranked #7 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

  8. #8 Oregonians Credit Union

    Based in Milwaukie, 13 mi away

    71/100RFA Score

    Ranked #8 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

  9. #9 First Pacific Financial

    Based in Vancouver, 20 mi away

    71/100RFA Score

    Ranked #9 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

  11. #11 Oregonians Credit Union

    Based in Oregon City, 13 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 Waverly Advisors, LLC

    Based in Lake Oswego, 7 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035
    View profile for Waverly Advisors, LLC(877) 261-0015

  15. #15 Human Investing

    Based in Lake Oswego, 7 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    6000 Meadows Rd #105, Lake Oswego, OR 97035
    View profile for Human Investing(503) 905-3100

  16. #16 Oregonians Credit Union

    Based in Gresham, 22 mi away

    69/100RFA Score

    Ranked #16 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

  17. #17 Green Line NW, LLC

    Based in Milwaukie, 12 mi away

    69/100RFA 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

  18. #18 IPX1031: Sara Remley

    Based in Portland, 13 mi away

    69/100RFA Score

    Ranked #18 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

  19. #19 Annuity FYI

    Based in Portland, 12 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 42 Google reviews, listed on Google as “Financial advisor”.

    • 4.8★ from 42 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    4600 S Kelly Ave, Portland, OR 97239
    View profile for Annuity FYI(866) 223-2121

  20. #20 Elevate Wealth Advisors

    Based in Oregon City, 11 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    615 High St #100, Oregon City, OR 97045
    View profile for Elevate Wealth Advisors(503) 607-0809

  21. #21 Journey to Influence

    Based in Happy Valley, 16 mi away

    68/100RFA Score

    Ranked #21 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

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 266 ranked financial advisors here; the rest are on their profiles.

financial advisors in Sherwood, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26WestPac® Wealth Partners (Lake Oswego)685.0★ (19)7 mi
27Bryce Jackson - COUNTRY Financial Representative684.9★ (37)14 mi
28Asset Preservation Wealth & Tax, Financial Advisors674.8★ (20)7 mi
29Evergreen Home Loans Vancouver NMLS 9043674.7★ (94)23 mi
304:8 Financial675.0★ (21)10 mi
31Suzie Self Financial674.8★ (9)In Sherwood
32Wolfe Consulting LLC674.3★ (24)7 mi
33Harlow Wealth Management675.0★ (40)21 mi
34Edward Jones - Financial Advisor: Hailey Percival, CFP®665.0★ (20)12 mi
35Healthy Bodies of Finance665.0★ (11)5 mi
36Matt Stephens - COUNTRY Financial Representative664.9★ (12)6 mi
37Fidelity Investments663.8★ (30)5 mi
38Aaron Howard - COUNTRY Financial Representative665.0★ (14)9 mi
39Independent Investment Advisors665.0★ (20)13 mi
40Anabella Marin Ortega: Primerica - Financial Services665.0★ (16)10 mi
41von Borstel & Associates, Inc.664.9★ (29)18 mi
42MassMutual Oregon664.3★ (16)7 mi
43TenBridge Partners664.8★ (22)14 mi
44Oregonians Credit Union664.8★ (344)9 mi
45David Hurt - COUNTRY Financial Representative665.0★ (12)9 mi
46Horst & Graben Wealth Management655.0★ (11)9 mi
47Lucas Flores, Resource Financial Planning, Inc655.0★ (9)7 mi
48Bridge Financial655.0★ (7)5 mi
49Laura Zuniga - COUNTRY Financial Representative654.3★ (11)5 mi
50Bank of America Financial Center654.4★ (17)10 mi

Also serving Sherwood

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 Sherwood
BusinessGoogle ratingDistance
CGC Financial Services5.0★ (2)7 mi
Clarity Capital Management, LLC5.0★ (2)7 mi
David Buswell - COUNTRY Financial Representative5.0★ (2)5 mi
Edward Jones3.0★ (2)5 mi
Edward Jones - Financial Advisor: Chuck Britton, CFP®5.0★ (1)In Sherwood
Edward Jones - Financial Advisor: Darrell Geymann, CFP®|AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC®3.0★ (2)5 mi
Edward Jones - Financial Advisor: Mark A Simpson, AAMS®5.0★ (2)6 mi
Edward Jones - Financial Advisor: Trevor A Hoskinson, CFP®5.0★ (2)6 mi
EdwardJonesIn Sherwood
Fortis Planning, LLC5.0★ (2)7 mi
John L Cook CPA5.0★ (2)3 mi
Price Financial Group5.0★ (2)6 mi
Quest Investment Management5.0★ (2)7 mi
Randall Barkhurst - Prudential Financial3.0★ (2)4 mi
Sherwood Wealth ManagementIn Sherwood
Todd Williams - COUNTRY Financial District Leader3.0★ (2)4 mi
Trillium Valley Financial PlanningIn Sherwood
Trinity Wealth StrategiesIn Sherwood
Willamette Financial Advisors, LLC (By Appointment Only)5.0★ (2)6 mi

How we ranked Sherwood financial advisors

We scored 266 Sherwood 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 Sherwood 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 Sherwood: frequently asked questions

Which financial advisor has the highest RFA Score in Sherwood?

By RFA Score, the highest-ranked financial advisor in Sherwood, OR is Heartland Retirement Group - Pacific Northwest Division with an RFA Score of 72/100. It has 5.0★ from 72 Google reviews. Finity Group (#2) and True Path Capital Strategies, LLC (#3) follow. We ranked 266 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Sherwood?

RankedFinancialAdvisors ranks 266 financial advisors serving Sherwood, OR. 1 of them is based in Sherwood; 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 Sherwood work on weekends?

15 of 266 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays is Annuity FYI (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sherwood financial advisors have?

The median Google rating among 266 rated financial advisors in Sherwood is 4.8★, with a median of 8 reviews. Oregonians Credit Union has the most, 344 reviews, and ranks #44. 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 Sherwood count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 266 financial advisors serving Sherwood.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Sherwood pages