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Investment Advisors in Sandy, OR: 2026 rankings

80 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sandy: Green Line NW, LLC, RFA Score 71/100; 4.7★ from 65 Google reviews.

  2. 3

    Most-reviewed: Finity Group, 103 Google reviews at 5.0★, the most of 80 ranked; ranked #3.

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

80 Sandy investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 4.8★ across 80 rated firms.

Top 10 investment advisors 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 investment advisors in Sandy at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Green Line NW, LLC714.7★ (65)Milwaukie, 19 mi awayTop score
2IPX1031: Sara Remley705.0★ (47)Portland, 22 mi away—
3Finity Group635.0★ (103)Portland, 21 mi awayMost reviews
4VOYA633.7★ (6)Portland, 21 mi away—
5Northwest Private Lending625.0★ (79)Lake Oswego, 23 mi away—
6Bridgetown Wealth Management615.0★ (63)Portland, 21 mi away—
7Lifelong Wealth Management615.0★ (57)Lake Oswego, 23 mi away—
8Romano Capital, Inc.612.6★ (5)Vancouver, 24 mi away—
9von Borstel & Associates, Inc.594.9★ (29)Portland, 17 mi away—
10Strada Financial Group594.6★ (27)Gresham, 13 mi away—

All 80 investment advisors 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 Green Line NW, LLC

    Based in Milwaukie, 19 mi away

    71/100RFA Score

    Ranked #1 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

  2. #2 IPX1031: Sara Remley

    Based in Portland, 22 mi away

    70/100RFA Score

    Ranked #2 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

  3. #3 Finity Group

    Based in Portland, 21 mi away

    63/100RFA Score

    Ranked #3 because of its Google rating and review volume: 5.0★ from 103 Google reviews, the most in Sandy.

    • 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

  4. #4 VOYA

    Based in Portland, 21 mi away

    63/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6500 S Macadam Ave #125, Portland, OR 97239
    View profile for VOYA(503) 937-0378

  8. #8 Romano Capital, Inc.

    Based in Vancouver, 24 mi away

    61/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment company”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4660 NE 77th Ave Ste 200, Vancouver, WA 98662
    View profile for Romano Capital, Inc.(360) 952-3811

  10. #10 Strada Financial Group

    Based in Gresham, 13 mi away

    59/100RFA Score

    Ranked #10 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

  12. #12 Human Investing

    Based in Lake Oswego, 23 mi away

    58/100RFA Score

    Ranked #12 because of its Google rating and review volume: 5.0★ from 32 Google reviews.

    • 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 TenBridge Partners

    Based in Portland, 22 mi away

    57/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    806 SW Broadway #800, Portland, OR 97205
    View profile for TenBridge Partners(971) 277-1077

  17. #17 4:8 Financial

    Based in Canby, 23 mi away

    57/100RFA Score

    Ranked #17 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

  19. #19 Pinnacle Wealth Advisors

    Based in Gresham, 15 mi away

    57/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    9200 SE Sunnybrook Blvd Ste 170, Clackamas, OR 97015
    View profile for Pinnacle Wealth Advisors(503) 654-5100

  23. #23 Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®

    Based in Gresham, 13 mi away

    56/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    21901 NE Halsey St Ste 202, Fairview, OR 97024
    View profile for Edward Jones - Financial Advisor: Lynne T Page, CFP®|ChFC®|CEPA®(701) 409-8215

  25. #25 NW Advisory LLC

    Based in Canby, 20 mi away

    56/100RFA 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–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    View profile for NW Advisory LLC(541) 228-9924

Investment 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 80 ranked investment advisors here; the rest are on their profiles.

investment advisors in Sandy, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Bryan Anderson, AAMS®554.1★ (12)17 mi
27WealthFactor555.0★ (9)20 mi
28Skye Thomas Dahl - Private Wealth Advisor, Ameriprise Financial Services, LLC554.3★ (11)19 mi
29Jensen Investment Management, Inc.554.3★ (3)23 mi
30MassMutual Oregon554.3★ (16)23 mi
31Deschutes Investment Consulting, LLC.544.4★ (12)22 mi
32Edward Jones - Financial Advisor: Colton H Seiler, CFP®545.0★ (7)20 mi
33Fidelity Investments543.8★ (30)24 mi
34Edward Jones - Financial Advisor: Jed W Conradi, ChFC®|AAMS®545.0★ (6)18 mi
35Edward Jones - Financial Advisor: Christina J Price, CFP®|AAMS®545.0★ (3)12 mi
36AIM Wealth Advisory Group - Ameriprise Financial Services, LLC545.0★ (7)21 mi
37Edward Jones - Financial Advisor: Christian Garcia, CEPA®545.0★ (6)19 mi
38Edward Jones - Financial Advisor: Pamela A Tuite, CFP®|AAMS®543.6★ (5)14 mi
39Edward Jones - Financial Advisor: Brian F Sutton, CFP®|AAMS®544.2★ (5)16 mi
40Interactive Wealth Advisors, Inc.545.0★ (7)22 mi
41Edward Jones - Financial Advisor: Jeremy D Shepherd543.7★ (3)12 mi
42Edward Jones - Financial Advisor: Lucas T Kidwell544.5★ (4)16 mi
43BPG Wealth Management535.0★ (3)15 mi
44Summit Wealth Group535.0★ (7)24 mi
45Haley Stinson - Edelman Financial Engines535.0★ (5)20 mi
46Edelman Financial Engines534.2★ (6)20 mi
47Edward Jones - Financial Advisor: Matt Harris535.0★ (4)20 mi
48Daniel J Ruediger - Private Wealth Advisor, Ameriprise Financial Services, LLC535.0★ (4)21 mi
49Edward Jones - Financial Advisor: Kayla Gunderson, CFP®|ChFC®|CRPC™|CRPS™535.0★ (4)21 mi
50Charles Schwab523.0★ (33)22 mi

Also serving Sandy

20 more investment 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 investment advisors serving Sandy
BusinessGoogle ratingDistance
CCB Financial Services5.0★ (24)In Sandy
Edward JonesIn Sandy
Edward Jones - Financial Advisor: Alf Barber5.0★ (2)19 mi
Edward Jones - Financial Advisor: Ben Chumov5.0★ (2)11 mi
Edward Jones - Financial Advisor: Blaine A Peterson, CEPA®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Brandon Wooters, CFP®|ChFC®5.0★ (2)21 mi
Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS®5.0★ (2)20 mi
Edward Jones - Financial Advisor: Joni Carlisle, CFP®|CRPS™5.0★ (2)22 mi
Edward Jones - Financial Advisor: Ken McClintock, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Kevin R Fisher5.0★ (2)19 mi
Edward Jones - Financial Advisor: Luke Forristall, CFP®|CEPA®|AFFP®In Sandy
Edward Jones - Financial Advisor: Robin Jacobson5.0★ (2)17 mi
Edward Jones - Financial Advisor: Ronald G Ward5.0★ (2)11 mi
Edward Jones - Financial Advisor: Spencer Watson3.0★ (2)19 mi
Edward Jones - Financial Advisor: Tod Billings3.5★ (2)20 mi
Finance WisdomIn Sandy
Green Line NW, LLC1.0★ (2)11 mi
Jamie Newbold - COUNTRY Financial Representative5.0★ (14)In Sandy
Kingdom Wealth Group5.0★ (3)In Sandy
Vision Capital Management5.0★ (2)21 mi

How we ranked Sandy investment advisors

We scored 80 Sandy investment 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 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Sandy: frequently asked questions

Which investment advisor has the highest RFA Score in Sandy?

By RFA Score, the highest-ranked investment advisor in Sandy, OR is Green Line NW, LLC with an RFA Score of 71/100. It has 4.7★ from 65 Google reviews. IPX1031: Sara Remley (#2) and Finity Group (#3) follow. We ranked 80 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Sandy?

RankedFinancialAdvisors ranks 80 investment advisors serving Sandy, OR. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Sandy investment advisors have?

The median Google rating among 80 rated investment advisors in Sandy is 4.8★, with a median of 6 reviews. Finity Group has the most, 103 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Sandy count in this ranking?

Yes, if they are within 25 mi of the Sandy city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Sandy ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor 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 investment 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 Sandy

  1. November 2026: RFA Scores recalculated for 80 investment advisors serving Sandy.

More investment advisors and Sandy pages