Wealth Managers in Oregon: Ranked Lists by City (2026)
47 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank wealth managers in 47 Oregon cities, 1,955 city rankings in all. The largest lists are Canby (58), Gladstone (58) and Lake Oswego (58).
Wealth managers by city in Oregon
Every Oregon city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 mi of the city.
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.
Highest RFA Scores among Oregon wealth managers
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | True Wealth Group | 74 | #1 in Bend | 5.0★ (33) |
| 2 | Somerset Wealth Strategies | 73 | #1 in Portland | 5.0★ (94) |
| 3 | Clarity Wealth Development | 73 | #1 in Corvallis | 5.0★ (33) |
| 4 | Axiom Wealth Strategies | 72 | #2 in Bend | 5.0★ (24) |
| 5 | Bridgetown Wealth Management | 72 | #2 in Portland | 5.0★ (63) |
| 6 | Lifelong Wealth Management | 72 | #2 in Lake Oswego | 5.0★ (57) |
| 7 | Inbundance Wealth Management | 70 | #3 in Bethany | 4.9★ (39) |
| 8 | Vantage Wealth Management | 70 | #2 in Corvallis | 5.0★ (18) |
| 9 | Financial Freedom Wealth Management Group | 70 | #1 in Newport | 4.7★ (15) |
| 10 | North Sister Wealth | 70 | #3 in Bend | 5.0★ (12) |