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Financial Planners in Newberg, OR: 2026 rankings

149 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Newberg: Heartland Retirement Group - Pacific Northwest Division, RFA Score 70/100; 5.0★ from 72 Google reviews.

  2. 28

    Most-reviewed: Oregonians Credit Union, 344 Google reviews at 4.8★, the most of 149 ranked; ranked #28.

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

149 Newberg financial planners are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.7★ across 149 rated firms.

Top 10 financial planners in Newberg 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 planners in Newberg at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Heartland Retirement Group - Pacific Northwest Division705.0★ (72)Tigard, 14 mi awayTop score
2Finity Group705.0★ (103)Portland, 19 mi away—
3True Path Capital Strategies, LLC705.0★ (76)West Linn, 16 mi away—
4Somerset Wealth Strategies705.0★ (94)Portland, 20 mi away—
5Stacy Spahr - COUNTRY Financial Advisor704.9★ (96)Oregon City, 19 mi away—
6Lifelong Wealth Management705.0★ (57)Lake Oswego, 14 mi away—
7Vista Capital Partners705.0★ (72)Portland, 17 mi away—
8Oregonians Credit Union694.6★ (157)Milwaukie, 20 mi away—
9Oregonians Credit Union694.7★ (102)Oregon City, 19 mi away—
10Eric Lindberg - COUNTRY Financial Representative694.9★ (75)Portland, 19 mi away—

All 149 financial planners in Newberg, 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, 19 mi away

    70/100RFA 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, 17 mi away

    70/100RFA 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, 20 mi away

    69/100RFA 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 Oregonians Credit Union

    Based in Oregon City, 19 mi away

    69/100RFA Score

    Ranked #9 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

  11. #11 Waverly Advisors, LLC

    Based in Lake Oswego, 14 mi away

    68/100RFA Score

    Ranked #11 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

  14. #14 Human Investing

    Based in Lake Oswego, 14 mi away

    67/100RFA Score

    Ranked #14 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 Elevate Wealth Advisors

    Based in Oregon City, 18 mi away

    66/100RFA Score

    Ranked #16 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

  20. #20 4:8 Financial

    Based in Canby, 14 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri–Sun closed
    Address
    266 NW 1st Ave, Canby, OR 97013
    View profile for 4:8 Financial(503) 266-4848

  25. #25 Healthy Bodies of Finance

    Based in Tualatin, 12 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    19365 SW 65th Ave Ste 105-a, Tualatin, OR 97062
    View profile for Healthy Bodies of Finance(971) 337-0444

Financial planners 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 149 ranked financial planners here; the rest are on their profiles.

financial planners in Newberg, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Aaron Howard - COUNTRY Financial Representative645.0★ (14)16 mi
27Fidelity Investments643.8★ (30)13 mi
28Oregonians Credit Union644.8★ (344)15 mi
29Laura Zuniga - COUNTRY Financial Representative644.3★ (11)10 mi
30TenBridge Partners644.8★ (22)21 mi
31Suzie Self Financial644.8★ (9)11 mi
32MassMutual Oregon644.3★ (16)14 mi
33David Hurt - COUNTRY Financial Representative645.0★ (12)16 mi
34Horst & Graben Wealth Management645.0★ (11)15 mi
35Wayne Cooley - COUNTRY Financial Representative644.4★ (13)14 mi
36Harbor Horizon Financial635.0★ (6)10 mi
37Lucas Flores, Resource Financial Planning, Inc635.0★ (9)14 mi
38First Republic Bank634.7★ (20)21 mi
39Eldon Reese Advisory Group635.0★ (10)15 mi
40Foster & Associates Inc635.0★ (6)10 mi
41Bank of America Financial Center634.4★ (17)17 mi
42Bill Sunderland - COUNTRY Financial Representative634.5★ (8)12 mi
43NW Advisory LLC635.0★ (11)17 mi
44Bank of America (with Drive-thru ATM)633.6★ (66)17 mi
45Mutual of Omaha Mortgage635.0★ (10)17 mi
46Above all Accounting, Inc.633.8★ (26)16 mi
47JGP Wealth Management635.0★ (14)21 mi
48Bank of America (with Drive-thru ATM)633.0★ (30)8 mi
49Summit Wealth Group635.0★ (7)13 mi
50Michelle Molinar - COUNTRY Financial Agent635.0★ (6)12 mi

Also serving Newberg

20 more financial planners 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 planners serving Newberg
BusinessGoogle ratingDistance
Burns CapitalIn Newberg
CB Financial ServicesIn Newberg
CGC Financial Services5.0★ (2)14 mi
Clarity Capital Management, LLC5.0★ (2)14 mi
David Buswell - COUNTRY Financial Representative5.0★ (2)10 mi
Edward Jones - Financial Advisor: Heath Cornick, CRPC™5.0★ (3)In Newberg
Edward Jones - Financial Advisor: Joel M Brydon, CFP®5.0★ (5)In Newberg
Edward Jones - Financial Advisor: Mike Boock4.7★ (10)In Newberg
Edward Jones - Financial Advisor: Misty Reints5.0★ (4)In Newberg
Edward Jones - Financial Advisor: Trevor A Hoskinson, CFP®5.0★ (2)In Newberg
Fortis Planning, LLC5.0★ (2)14 mi
FPA of Oregon and Southwest Washington5.0★ (2)14 mi
Hoskinson Brydon Wealth ManagementIn Newberg
John L Cook CPA5.0★ (2)10 mi
Lyda Financial5.0★ (2)In Newberg
Price Financial Group5.0★ (2)14 mi
Scott Conyers Capital ManagementIn Newberg
Todd Williams - COUNTRY Financial District Leader3.0★ (2)12 mi
US Investors International5.0★ (2)14 mi
Willamette Financial Advisors, LLC (By Appointment Only)5.0★ (2)13 mi

How we ranked Newberg financial planners

We scored 149 Newberg financial planners 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 Newberg 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Newberg: frequently asked questions

Which financial planner has the highest RFA Score in Newberg?

By RFA Score, the highest-ranked financial planner in Newberg, OR is Heartland Retirement Group - Pacific Northwest Division with an RFA Score of 70/100. It has 5.0★ from 72 Google reviews. Finity Group (#2) and True Path Capital Strategies, LLC (#3) follow. We ranked 149 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Newberg?

RankedFinancialAdvisors ranks 149 financial planners serving Newberg, OR. 3 of them are based in Newberg; 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 planners in Newberg work on weekends?

9 of 149 ranked financial planners post Saturday hours and 2 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Newberg financial planners have?

The median Google rating among 149 rated financial planners in Newberg is 4.7★, with a median of 9 reviews. Oregonians Credit Union has the most, 344 reviews, and ranks #28. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Newberg count in this ranking?

Yes, if they are within 25 mi of the Newberg city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Newberg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Newberg 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 planners 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 Newberg

  1. November 2026: RFA Scores recalculated for 149 financial planners serving Newberg.

More financial planners and Newberg pages