Fiduciary advisors in Beaverton, OR

10 registered advisers

Beaverton is Nike's global headquarters city, where athletic industry compensation and Portland-metro wealth overlap, and 10 SEC-registered fiduciary firms serve local investors. 10 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

CAPITOL FAMILY OFFICE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #312005
Typical Fee--
AUM$137M
Minimum--
Clients524

CROSS FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #287686
Typical Fee--
AUM$419M
Minimum--
Clients2,966

DEFINED WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #306779
Typical Fee--
AUM$220M
Minimum--
Clients506

GRANGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #131699
Typical Fee--
AUM$199M
Minimum--
Clients718

NBC CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #306483
Typical Fee--
AUM$711M
Minimum--
Clients2,138

NORTH RIDGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #157516
Typical Fee--
AUM$216M
Minimum--
Clients559

OPTIMA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #310146
Typical Fee--
AUM$293M
Minimum--
Clients1,409

PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Fee-Only, No ConflictsClean Record
Beaverton, OregonCRD #138433
Typical Fee--
AUM$285M
Minimum--
Clients639

ROI FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #160100
Typical Fee--
AUM$221M
Minimum--
Clients1,395

SAMARA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #336178
Typical Fee--
AUM$114M
Minimum--
Clients94
Fiduciary Advisors in Beaverton, Oregon | FiduciaryListings