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Financial Planners in Sandy, OR: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sandy: Oregonians Credit Union, RFA Score 74/100; 4.6★ from 216 Google reviews.

  2. 2

    Most-reviewed: Oregonians Credit Union, 157 Google reviews at 4.6★, the most of 131 ranked after Oregonians Credit Union; ranked #2.

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

131 Sandy financial planners are ranked here by RFA Score, from eight published factors. 8 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 131 rated firms.

Top 10 financial planners in Sandy 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 Sandy at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Oregonians Credit Union744.6★ (216)Gresham, 11 mi awayTop score
2Oregonians Credit Union714.6★ (157)Milwaukie, 16 mi awayMost reviews
3Stacy Spahr - COUNTRY Financial Advisor714.9★ (96)Oregon City, 17 mi away—
4CCB Financial Services715.0★ (24)Sandy—
5Finity Group715.0★ (103)Portland, 21 mi away—
6Somerset Wealth Strategies705.0★ (94)Portland, 21 mi away—
7Oregonians Credit Union704.7★ (102)Oregon City, 16 mi away—
8True Path Capital Strategies, LLC705.0★ (76)West Linn, 19 mi away—
9Eric Lindberg - COUNTRY Financial Representative694.9★ (75)Portland, 21 mi away—
10Jamie Newbold - COUNTRY Financial Representative695.0★ (14)Sandy—

All 131 financial planners in Sandy, 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 Sandy

    #1 Oregonians Credit Union

    Based in Gresham, 11 mi away

    74/100RFA 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 Oregonians Credit Union

    Based in Milwaukie, 16 mi away

    71/100RFA Score

    Ranked #2 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

  5. #5 Finity Group

    Based in Portland, 21 mi away

    71/100RFA Score

    Ranked #5 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 Oregonians Credit Union

    Based in Oregon City, 16 mi away

    70/100RFA Score

    Ranked #7 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 Elevate Wealth Advisors

    Based in Oregon City, 17 mi away

    67/100RFA 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

  19. #19 Strada Financial Group

    Based in Gresham, 13 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1510 NE Village St, Fairview, OR 97024
    View profile for Strada Financial Group(503) 667-5355

  22. #22 Waverly Advisors, LLC

    Based in Lake Oswego, 23 mi away

    66/100RFA Score

    Ranked #22 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

  23. #23 Credit Team USA

    Based in Vancouver, 20 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.5★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 47 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    13215 SE Mill Plain Blvd C8-153, Vancouver, WA 98684
    View profile for Credit Team USA(360) 334-7812

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

financial planners in Sandy, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Human Investing665.0★ (32)23 mi
27Ukaia Rogers Agency - COUNTRY Financial665.0★ (25)20 mi
28James Maciokas - COUNTRY Financial Representative654.7★ (15)15 mi
29BMO Bank N.A Branches653.7★ (19)10 mi
30Team 360 - COUNTRY Financial654.7★ (13)15 mi
31Dick Hannah Insurance Agency644.0★ (90)24 mi
32TenBridge Partners644.8★ (22)22 mi
334:8 Financial645.0★ (21)23 mi
34Pinnacle Wealth Advisors644.4★ (14)15 mi
35Westface College Planning645.0★ (14)19 mi
36WestPac® Wealth Partners (Lake Oswego)645.0★ (19)23 mi
37Aaron Howard - COUNTRY Financial Representative645.0★ (14)19 mi
38First Republic Bank644.7★ (20)22 mi
39Catalyst Financial NW635.0★ (5)10 mi
40Tax & Financial Solutions Inc633.8★ (10)12 mi
41Bank of America (with Drive-thru ATM)633.1★ (23)11 mi
42Bank of America Financial Center633.3★ (47)14 mi
43JGP Wealth Management635.0★ (14)22 mi
44Bank of America Financial Center634.4★ (17)20 mi
45Mutual of Omaha Mortgage635.0★ (10)19 mi
46Luke Cooley - COUNTRY Financial Agent634.4★ (7)13 mi
47NW Advisory LLC635.0★ (11)20 mi
48Bank of America Financial Center633.4★ (42)16 mi
49Dan Carney - COUNTRY Financial Representative634.2★ (5)11 mi
50Stangier Wealth Management635.0★ (6)15 mi

Also serving Sandy

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 Sandy
BusinessGoogle ratingDistance
ACMC Financial Corp4.5★ (2)10 mi
Blueprint Financial Advisors5.0★ (2)21 mi
Boyce Financial Group5.0★ (2)19 mi
Darreld Hutchins - Raymond James4.5★ (2)21 mi
Davis & Graves CPA LLP5.0★ (2)11 mi
Edward JonesIn Sandy
Edward Jones - Financial Advisor: Luke Forristall, CFP®|CEPA®|AFFP®In Sandy
Finance WisdomIn Sandy
Jensen & Sons5.0★ (2)18 mi
Kingdom Wealth Group5.0★ (3)In Sandy
Kirsten McMahon - COUNTRY Financial Agent5.0★ (2)15 mi
KOR Financial Group Inc5.0★ (2)21 mi
Laurus Financial Group, LLC5.0★ (2)21 mi
Lewis-Stefani Group5.0★ (2)21 mi
LPL Financial3.0★ (2)18 mi
Ludon Investments3.0★ (2)18 mi
MORRISSEY FINANCIAL5.0★ (2)17 mi
Rebecca Cates - COUNTRY Financial Agent5.0★ (2)18 mi
TradeWinds Wealth Management3.0★ (2)21 mi
Vision Capital Management5.0★ (2)21 mi

How we ranked Sandy financial planners

We scored 131 Sandy 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 Sandy 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 Sandy: frequently asked questions

Which financial planner has the highest RFA Score in Sandy?

By RFA Score, the highest-ranked financial planner in Sandy, OR is Oregonians Credit Union with an RFA Score of 74/100. It has 4.6★ from 216 Google reviews. Oregonians Credit Union (#2) and Stacy Spahr - COUNTRY Financial Advisor (#3) follow. We ranked 131 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sandy?

RankedFinancialAdvisors ranks 131 financial planners serving Sandy, OR. 2 of them are based in Sandy; 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 Sandy work on weekends?

8 of 131 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are The Bookkeeping Company: Tax Strategies & Planning (#11) and Credit Team USA (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sandy financial planners have?

The median Google rating among 131 rated financial planners in Sandy is 4.8★, with a median of 10 reviews. Oregonians Credit Union has the most, 216 reviews, and ranks #1. 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 Sandy count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 131 financial planners serving Sandy.

More financial planners and Sandy pages