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Financial advisors in Milwaukie, OR: 2026 report

682 ranked entriesUpdated 5 trade lists

The 5 specialty lists for Milwaukie, OR hold 682 ranked entries. Financial advisors have the most, with 281.

Key numbers for Milwaukie

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

682

ranked entries by RFA Score, in 5 specialty lists

3,711

specialty listings serving the city; a firm counts once per specialty

5.0

median of the specialties’ median Google ratings

Advisor specialties in Milwaukie, by ranked firms

Advisor specialties serving Milwaukie, OR, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Financial advisors2811,4644.88
Financial planners1949914.810
Investment advisors1117185.05
Wealth managers503045.06
Stockbrokers462345.05

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Milwaukie, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Milwaukie, OR: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/milwaukie-or-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.