Skip to content

Stockbrokers in Forest Grove, OR: 2026 rankings

26 stockbrokers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Forest Grove: Transfer Online, Inc., RFA Score 63/100; 3.2★ from 18 Google reviews.

  2. 9

    Most-reviewed: Charles Schwab, 33 Google reviews at 3.0★, the most of 26 ranked; ranked #9.

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

26 Forest Grove stockbrokers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 26 rated firms.

Top 10 stockbrokers in Forest Grove 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 stockbrokers in Forest Grove at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Transfer Online, Inc.633.2★ (18)Portland, 22 mi awayTop score
2Lumentrades613.0★ (6)Portland, 21 mi away—
3Edward Jones - Financial Advisor: Hailey Percival, CFP®575.0★ (20)Portland, 22 mi away—
4Charles Schwab563.4★ (23)Beaverton, 15 mi away—
5Edward Jones - Financial Advisor: Sharon M Olmstead, CFP®565.0★ (3)Forest Grove—
6Edward Jones - Financial Advisor: Mike Boock554.7★ (10)Newberg, 17 mi away—
7Edward Jones - Financial Advisor: Werner James, CFP®|ChFC®|AAMS®553.4★ (5)Hillsboro, 6 mi away—
8Edward Jones - Financial Advisor: Ilya Yusufov545.0★ (4)Hillsboro, 8 mi away—
9Charles Schwab543.0★ (33)Lake Oswego, 20 mi awayMost reviews
10Edward Jones - Financial Advisor: Bryn Peterson545.0★ (3)Hillsboro, 6 mi away—

All 26 stockbrokers in Forest Grove, 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 Forest Grove

    #1 Transfer Online, Inc.

    Based in Portland, 22 mi away

    63/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 3.2★ from 18 Google reviews, listed on Google as “Stock broker”.

    • 3.2★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    512 SE Salmon St, Portland, OR 97214
    View profile for Transfer Online, Inc.(503) 227-2950

  2. #2 Lumentrades

    Based in Portland, 21 mi away

    61/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.0★ from 6 Google reviews, listed on Google as “Stock broker”.

    • 3.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1455 NW Irving St, Portland, OR 97209
    View profile for Lumentrades

  4. #4 Charles Schwab

    Based in Beaverton, 15 mi away

    56/100RFA Score

    Ranked #4 because of its Google rating and review volume: 3.4★ from 23 Google reviews.

    • 3.4★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2855 SW Cedar Hills Blvd Ste 120, Beaverton, OR 97005
    View profile for Charles Schwab(800) 435-4000

  9. #9 Charles Schwab

    Based in Lake Oswego, 20 mi away

    54/100RFA Score

    Ranked #9 because of its Google rating and review volume: 3.0★ from 33 Google reviews, the most in Forest Grove.

    • 3.0★ from 33 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    4055 Mercantile Dr Unit 175, Lake Oswego, OR 97035
    View profile for Charles Schwab(503) 721-2436

  11. #11 Charles Schwab

    Based in Vancouver, 22 mi away

    53/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.7★ from 13 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    171 Grant St, Vancouver, WA 98660
    View profile for Charles Schwab(360) 713-9832

  25. #25 Edward Jones - Financial Advisor: Derek R Sandell, CFP®|CEPA®|AAMS®

    Based in Portland, 19 mi away

    50/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    6650 SW Redwood Ln Ste 300, Portland, OR 97224
    View profile for Edward Jones - Financial Advisor: Derek R Sandell, CFP®|CEPA®|AAMS®(503) 885-0136

All 26 stockbrokers

#1 to #25 are shown in full above. Here are #26 to #26, in RFA Score order; each links to its profile.

stockbrokers in Forest Grove, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Vicki Fitzsimmons, AAMS®495.0★ (3)25 mi

Also serving Forest Grove

20 more stockbrokers within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked stockbrokers serving Forest Grove
BusinessGoogle ratingDistance
Cross Financial3.5★ (2)15 mi
Edward Jones3.0★ (2)14 mi
Edward Jones - Financial Advisor: Bassam TaraziIn Forest Grove
Edward Jones - Financial Advisor: Ben Recek5.0★ (2)In Forest Grove
Edward Jones - Financial Advisor: Brandon Wooters, CFP®|ChFC®5.0★ (2)22 mi
Edward Jones - Financial Advisor: Chris Recek, CFP®In Forest Grove
Edward Jones - Financial Advisor: Darrell Geymann, CFP®|AAMS®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Joe Klink5.0★ (2)13 mi
Edward Jones - Financial Advisor: John L Miller, CFP®|ChFC®3.0★ (2)19 mi
Edward Jones - Financial Advisor: Joni Carlisle, CFP®|CRPS™5.0★ (2)21 mi
Edward Jones - Financial Advisor: Karen Bolin5.0★ (2)10 mi
Edward Jones - Financial Advisor: Kelly Morgan, CFP®|AAMS®|CRPC™5.0★ (2)13 mi
Edward Jones - Financial Advisor: Mark A Simpson, AAMS®5.0★ (2)15 mi
Edward Jones - Financial Advisor: Matthew S Tuttle, CFP®|AAMS®5.0★ (2)17 mi
Edward Jones - Financial Advisor: Matthew Simon, CFP®In Forest Grove
Edward Jones - Financial Advisor: Patrick Moore, CIMA®3.0★ (2)13 mi
Edward Jones - Financial Advisor: Ted Martin5.0★ (2)14 mi
Edward Jones - Financial Advisor: Trevor A Hoskinson, CFP®5.0★ (2)17 mi
Penny Stock Investments5.0★ (2)21 mi
Pleasant Ridge Wealth4.3★ (6)In Forest Grove

How we ranked Forest Grove stockbrokers

We scored 26 Forest Grove stockbrokers 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 Forest Grove 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 stockbroker

  1. Confirm the stockbroker 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 stockbroker

  • 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 stockbroker?
  • 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.

Stockbrokers in Forest Grove: frequently asked questions

Which stockbroker has the highest RFA Score in Forest Grove?

By RFA Score, the highest-ranked stockbroker in Forest Grove, OR is Transfer Online, Inc. with an RFA Score of 63/100. It has 3.2★ from 18 Google reviews. Lumentrades (#2) and Edward Jones - Financial Advisor: Hailey Percival, CFP® (#3) follow. We ranked 26 stockbrokers on eight factors, last updated November 9, 2026.

How many stockbrokers are there in Forest Grove?

RankedFinancialAdvisors ranks 26 stockbrokers serving Forest Grove, OR. 1 of them is based in Forest Grove; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Forest Grove stockbrokers have?

The median Google rating among 26 rated stockbrokers in Forest Grove is 5.0★, with a median of 4 reviews. Charles Schwab has the most, 33 reviews, and ranks #9. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank stockbrokers?

Each stockbroker 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 stockbrokers outside Forest Grove count in this ranking?

Yes, if they are within 25 mi of the Forest Grove city center, our service radius for stockbrokers. 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 stockbrokers 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 stockbroker do?

Stockbrokers buy and sell stocks, bonds, funds and other securities for clients and may recommend them. In the US they are registered representatives of a FINRA member broker-dealer; in Canada they work for a CIRO-regulated investment dealer.

How are stockbrokers in Forest Grove ranked?

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

How do I check a stockbroker’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 stockbroker in Forest Grove 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 stockbrokers 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 Forest Grove

  1. November 2026: RFA Scores recalculated for 26 stockbrokers serving Forest Grove.

More stockbrokers and Forest Grove pages