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Wealth Managers in Oatfield, OR: 2026 rankings

54 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Oatfield: Somerset Wealth Strategies, RFA Score 73/100; 5.0★ from 94 Google reviews.

  2. 3

    Most-reviewed: Bridgetown Wealth Management, 63 Google reviews at 5.0★, the most of 54 ranked after Somerset Wealth Strategies; ranked #3.

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

54 Oatfield wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 54 rated firms.

Most of this list also appears on the Wealth managers in Portland ranking. See Wealth managers in Portland

Top 10 wealth managers in Oatfield 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 wealth managers in Oatfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Somerset Wealth Strategies735.0★ (94)Portland, 6 mi away—Top score
2Lifelong Wealth Management715.0★ (57)Lake Oswego, 7 mi away——
3Bridgetown Wealth Management715.0★ (63)Portland, 9 mi away—Most reviews
4Elevate Wealth Advisors705.0★ (32)Oregon City, 4 mi away——
5Infinite Heights Wealth Management694.9★ (40)Portland, 10 mi away——
6Harlow Wealth Management685.0★ (40)Vancouver, 15 mi away——
7Meristead Wealth - Ryan Walker685.0★ (33)Camas, 15 mi away——
8WestPac® Wealth Partners (Lake Oswego)675.0★ (19)Lake Oswego, 7 mi away——
9Asset Preservation Wealth & Tax, Financial Advisors674.8★ (20)Lake Oswego, 6 mi awaySat—
10Indigo Wealth Management675.0★ (22)Vancouver, 15 mi away——

All 54 wealth managers in Oatfield, 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.

  6. #6 Harlow Wealth Management

    Based in Vancouver, 15 mi away

    68/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 40 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    400 Mill Plain Blvd Ste 200, Vancouver, WA 98660
    View profile for Harlow Wealth Management(360) 573-2522

  10. #10 Indigo Wealth Management

    Based in Vancouver, 15 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    900 Washington St Ste 8001, Vancouver, WA 98660
    View profile for Indigo Wealth Management(360) 258-1005

  11. #11 Pinnacle Wealth Advisors

    Based in Gresham, 2 mi away

    66/100RFA Score

    Ranked #11 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

  12. #12 JGP Wealth Management

    Based in Portland, 8 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1140 SW Washington St Ste 640, Portland, OR 97205
    View profile for JGP Wealth Management(503) 446-6450

  13. #13 WealthFactor

    Based in Lake Oswego, 3 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    108 3rd St, Lake Oswego, OR 97034
    View profile for WealthFactor(503) 477-8100

  15. #15 EQUAL VOICES Wealth

    Based in Portland, 8 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    830 NE Holladay St #02-120, Portland, OR 97232
    View profile for EQUAL VOICES Wealth(507) 564-2298

  16. #16 Stangier Wealth Management

    Based in Happy Valley, 2 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    12550 SE 93rd Ave Ste 340, Clackamas, OR 97015
    View profile for Stangier Wealth Management(503) 257-0057

  18. #18 Summit Wealth Group

    Based in Portland, 7 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri–Sun closed
    Address
    15350 SW Sequoia Pkwy #150, Portland, OR 97224
    View profile for Summit Wealth Group(503) 906-5205

How we ranked Oatfield wealth managers

We scored 54 Oatfield wealth managers 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 Oatfield 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Oatfield: frequently asked questions

Which wealth manager has the highest RFA Score in Oatfield?

By RFA Score, the highest-ranked wealth manager in Oatfield, OR is Somerset Wealth Strategies with an RFA Score of 73/100. It has 5.0★ from 94 Google reviews. Lifelong Wealth Management (#2) and Bridgetown Wealth Management (#3) follow. We ranked 54 wealth managers on eight factors, last updated November 9, 2026.

Which wealth managers in Oatfield work on weekends?

2 of 54 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Asset Preservation Wealth & Tax, Financial Advisors (#9) and Vivid Wealth Management (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oatfield wealth managers have?

The median Google rating among 54 rated wealth managers in Oatfield is 5.0★, with a median of 6 reviews. Somerset Wealth Strategies has the most, 94 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Oatfield count in this ranking?

Yes, if they are within 40 mi of the Oatfield city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Oatfield ranked?

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

How do I check a wealth manager’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 wealth manager in Oatfield 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 wealth managers 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 Oatfield

  1. November 2026: RFA Scores recalculated for 54 wealth managers serving Oatfield.

More wealth managers and Oatfield pages