Ranked #1 in Sherwood
Based in Tigard, 7 mi away
72/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.
Financial Planners in Sherwood, OR: 2026 rankings
185 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Sherwood: Heartland Retirement Group - Pacific Northwest Division, RFA Score 72/100; 5.0★ from 72 Google reviews.
- 31
Most-reviewed: Oregonians Credit Union, 344 Google reviews at 4.8★, the most of 185 ranked; ranked #31.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
185 Sherwood financial planners are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.8★ across 185 rated firms.
Top 10 financial planners 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.
| Rank | Business | RFA Score | Google rating | Based in | Notable for |
|---|---|---|---|---|---|
| 1 | Heartland Retirement Group - Pacific Northwest Division | 72 | 5.0★ (72) | Tigard, 7 mi away | Top score |
| 2 | Finity Group | 72 | 5.0★ (103) | Portland, 12 mi away | — |
| 3 | True Path Capital Strategies, LLC | 72 | 5.0★ (76) | West Linn, 9 mi away | — |
| 4 | Somerset Wealth Strategies | 72 | 5.0★ (94) | Portland, 12 mi away | — |
| 5 | Lifelong Wealth Management | 71 | 5.0★ (57) | Lake Oswego, 7 mi away | — |
| 6 | Stacy Spahr - COUNTRY Financial Advisor | 71 | 4.9★ (96) | Oregon City, 12 mi away | — |
| 7 | Vista Capital Partners | 71 | 5.0★ (72) | Portland, 11 mi away | — |
| 8 | Oregonians Credit Union | 71 | 4.6★ (157) | Milwaukie, 13 mi away | — |
| 9 | First Pacific Financial | 71 | 4.9★ (149) | Vancouver, 20 mi away | — |
| 10 | Eric Lindberg - COUNTRY Financial Representative | 70 | 4.9★ (75) | Portland, 12 mi away | — |
All 185 financial planners 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 Finity Group
Based in Portland, 12 mi away
72/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 103 Google reviews, listed on Google as “Financial planner”.
Based in West Linn, 9 mi away
72/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 12 mi away
72/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 94 Google reviews, listed on Google as “Financial planner”.
Based in Lake Oswego, 7 mi away
71/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 5.0★ from 57 Google reviews, listed on Google as “Financial planner”.
Based in Oregon City, 12 mi away
71/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 4.9★ from 96 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 11 mi away
71/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.
Based in Milwaukie, 13 mi away
71/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 4.6★ from 157 Google reviews, listed on Google as “Financial planner”.
Based in Vancouver, 20 mi away
71/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 4.9★ from 149 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 12 mi away
70/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 4.9★ from 75 Google reviews, listed on Google as “Financial planner”.
Based in Oregon City, 13 mi away
70/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 4.7★ from 102 Google reviews, listed on Google as “Financial planner”.
Based in Lake Oswego, 7 mi away
70/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 15 mi away
69/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial planner”.
Based in Gresham, 22 mi away
69/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 4.6★ from 216 Google reviews, listed on Google as “Financial planner”.
#15 Human Investing
Based in Lake Oswego, 7 mi away
69/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 12 mi away
68/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 4.4★ from 68 Google reviews, listed on Google as “Financial planner”.
Based in Oregon City, 11 mi away
68/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.
Based in Portland, 14 mi away
68/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Financial planner”.
Based in Lake Oswego, 10 mi away
67/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.
Based in Happy Valley, 14 mi away
67/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.9★ from 37 Google reviews, listed on Google as “Financial planner”.
Based in Lake Oswego, 7 mi away
67/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.
#22 4:8 Financial
Based in Canby, 10 mi away
67/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.
Based in Sherwood
66/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 4.8★ from 9 Google reviews, listed on Google as “Financial planner”.
Based in Vancouver, 21 mi away
66/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.
Based in Tualatin, 5 mi away
66/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.
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 185 ranked financial planners here; the rest are on their profiles.
Also serving Sherwood
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.
| Business | Google rating | Distance |
|---|---|---|
| Aspasia Wealth Management | 5.0★ (2) | 7 mi |
| CGC Financial Services | 5.0★ (2) | 7 mi |
| Clarity Capital Management, LLC | 5.0★ (2) | 7 mi |
| David Buswell - COUNTRY Financial Representative | 5.0★ (2) | 5 mi |
| Edward Jones - Financial Advisor: Chuck Britton, CFP® | 5.0★ (1) | In Sherwood |
| EdwardJones | In Sherwood | |
| Financial Reserve | 5.0★ (2) | 7 mi |
| Fortis Planning, LLC | 5.0★ (2) | 7 mi |
| FPA of Oregon and Southwest Washington | 5.0★ (2) | 7 mi |
| John L Cook CPA | 5.0★ (2) | 3 mi |
| Lake Oswego, OR Branch Office - UBS Financial Services Inc. | 2.5★ (2) | 7 mi |
| Price Financial Group | 5.0★ (2) | 6 mi |
| Sean Stansfield - Financial Advisor, Ameriprise Financial Services, LLC | 5.0★ (2) | 7 mi |
| Sherwood Wealth Management | In Sherwood | |
| SMB Financial Services | 5.0★ (2) | 7 mi |
| Todd Williams - COUNTRY Financial District Leader | 3.0★ (2) | 4 mi |
| Trillium Valley Financial Planning | In Sherwood | |
| Trinity Wealth Strategies | In Sherwood | |
| US Investors International | 5.0★ (2) | 7 mi |
| Willamette Financial Advisors, LLC (By Appointment Only) | 5.0★ (2) | 6 mi |
How we ranked Sherwood financial planners
We scored 185 Sherwood 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.
| Factor | Weight | Computed from | In Sherwood data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial planner
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Sherwood: frequently asked questions
Which financial planner has the highest RFA Score in Sherwood?
By RFA Score, the highest-ranked financial planner 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 185 financial planners on eight factors, last updated November 9, 2026.
How many financial planners are there in Sherwood?
RankedFinancialAdvisors ranks 185 financial planners serving Sherwood, OR. 2 of them are 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 planners in Sherwood work on weekends?
12 of 185 ranked financial planners post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Suzie Self Financial (#23). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Sherwood financial planners have?
The median Google rating among 185 rated financial planners in Sherwood is 4.8★, with a median of 9 reviews. Oregonians Credit Union has the most, 344 reviews, and ranks #31. 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 Sherwood count in this ranking?
Yes, if they are within 25 mi of the Sherwood 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 Sherwood 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 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 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 Sherwood
- November 2026: RFA Scores recalculated for 185 financial planners serving Sherwood.
More financial planners and Sherwood pages
Financial planners near Sherwood
- Financial planners in Tualatin, OR195 ranked
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- Financial planners in Tigard, OR193 ranked
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Other specialties in Sherwood
- Financial advisors in Sherwood266 ranked
- Wealth managers in Sherwood58 ranked
- Investment advisors in Sherwood107 ranked
- Stockbrokers in Sherwood41 ranked
- All financial advisors in Sherwood