Financial Planners in Oregon: Ranked Lists by City (2026)
49 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 49 Oregon cities, 5,811 city rankings in all. The largest lists are Tualatin (195), Milwaukie (194) and Aloha (193).
Financial planners by city in Oregon
Every Oregon city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Oregon financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Futurity Retirement Advisors | 79 | #1 in Medford | 5.0★ (56) |
| 2 | Country Financial - The Trey Berkey Agency | 78 | #2 in Medford | 4.9★ (62) |
| 3 | Rusty Mentes - COUNTRY Financial Representative | 78 | #1 in Roseburg | 5.0★ (90) |
| 4 | Adrienne Irwin - COUNTRY Financial Agent | 78 | #1 in Lebanon | 4.9★ (103) |
| 5 | Erik Janssen - COUNTRY Financial Representative | 77 | #1 in Bend | 5.0★ (48) |
| 6 | Tarah Sussman - COUNTRY Financial Representative | 77 | #3 in Medford | 4.9★ (41) |
| 7 | Cascade Financial Strategies, LLC. | 76 | #2 in Bend | 5.0★ (41) |
| 8 | Northwest Financial Group, LLC | 76 | #1 in Corvallis | 5.0★ (59) |
| 9 | True Wealth Group | 76 | #3 in Bend | 5.0★ (33) |
| 10 | James B. Hurley, Hurley Associates | 75 | #1 in Grants Pass | 4.6★ (29) |