Top Picks · Oregon City
Best Financial Advisors in Oregon City, OR
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Oregon City, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Stacy Spahr - COUNTRY Financial Advisor with a 4.9-star rating from 95 Google reviews and an RNM Score of 81/100. Also in the top tier: True Path Capital Strategies, LLC and Hill Valley Financial Services. The average rating across all listed financial advisors in Oregon City is 4.9 stars from 19 reviews per business on average.
Financial advisors in Oregon City typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Hill Valley Financial Services
Hill Valley Financial Services stands out as the top-ranked choice due to its consistent high ratings and comprehensive financial planning services in Oregon City.
Most Reviewed
Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®
A high review count suggests broad client trust and satisfaction, making this advisor a reliable option when seeking proven experience.
When choosing a financial advisor in Oregon City, compare their fee structures and specialized services, and always verify credentials like CFP® certification. It's also wise to read recent reviews and schedule initial consultations to ensure a good fit for your personal goals.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
19
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a 4.9-star rating from nearly 100 reviews.
401 Roosevelt St, Oregon City, OR 97045, USA5.0 stars from 74 Google reviews, reflecting trusted local financial guidance.
2292 Rogue Way, West Linn, OR 97068, USAKnown for exceptional 4.8-star service from over 50 local client reviews.
18080 S Shiloh Ln, Oregon City, OR 97045, USAFinancial Advisors Rankings in Oregon City, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Stacy Spahr - COUNTRY Financial Advisor401 Roosevelt St, Oregon City, OR 97045, USA | 4.9★ | 95 |
| #2 | True Path Capital Strategies, LLC2292 Rogue Way, West Linn, OR 97068, USA | 5.0★ | 74 |
| #3 | Hill Valley Financial Services18080 S Shiloh Ln, Oregon City, OR 97045, USA | 4.8★ | 50 |
| #4 | Edward Jones - Financial Advisor: Russell P Loeb, CFP®221 Molalla Ave Suite 101, Oregon City, OR 97045, USA | 5.0★ | 1 |
| #5 | U.S. Bancorp Advisors - Financial Advisors: Oregon City901 Main St, Oregon City, OR 97045, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Michael S Fessler, CEPA®19245 S Molalla Ave Suite 2, Oregon City, OR 97045, USA | — | — |
| #7 | Edward Jones - Financial Advisor: Lucas T Kidwell19097 S Beavercreek Rd, Oregon City, OR 97045, USA | 4.5★ | 4 |
| #8 | Edward Jones - Financial Advisor: Nicholas P Thorne, CFP®702 Main St, Oregon City, OR 97045, USA | 5.0★ | 8 |
| #9 | Crooks & Company Financial Management, Inc.610 Jefferson St, Oregon City, OR 97045, USA | 5.0★ | 3 |
| #10 | Edward Jones - Financial Advisor: Robin Jacobson365 Warner Milne Rd Suite 204, Oregon City, OR 97045, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Oregon City
Rated 5.0 stars from a handful of Google reviews in Oregon City.
221 Molalla Ave Suite 101, Oregon City, OR 97045, USA
This advisor has no online reviews yet, offering a clean slate for new clients.
901 Main St, Oregon City, OR 97045, USA
Financial advisor in Oregon City with no online reviews yet, offering a fresh perspective.
19245 S Molalla Ave Suite 2, Oregon City, OR 97045, USA
4.5 stars from 4 reviews, reflecting strong local client satisfaction.
19097 S Beavercreek Rd, Oregon City, OR 97045, USA
Consistently earns a perfect 5.0-star rating from satisfied clients.
702 Main St, Oregon City, OR 97045, USA
Exceptional 5.0-star rating from a handful of client reviews in Oregon City.
610 Jefferson St, Oregon City, OR 97045, USA
Top-rated financial advisor with 5.0 stars from 2 Google reviews in Oregon City.
365 Warner Milne Rd Suite 204, Oregon City, OR 97045, USA
Rated 5.0 stars from 6 reviews, this Oregon City financial advisor is highly regarded.
401 Roosevelt St, Oregon City, OR 97045, USA
Trusted by local clients with a perfect 5.0-star rating from 3 reviews.
10151 SE Sunnyside Rd Suite 460, Clackamas, OR 97015, USA
Exceptional 5.0-star rating from a small number of Google reviews.
720 Center St, Oregon City, OR 97045, USA
Exceptional 5.0-star rating from early Google reviews.
1800 Blankenship Rd Suite 435, West Linn, OR 97068, USA
Proudly serves Oregon City with a perfect 5.0-star rating from clients.
503 High St, Oregon City, OR 97045, USA
This financial advisor in Oregon City has no customer reviews yet.
1023 7th St, Oregon City, OR 97045, USA
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Financial Advisors in Oregon City, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Stacy Spahr - COUNTRY Financial Advisor | 81/100 | 4.9 ★ | 95 |
| 2 | True Path Capital Strategies, LLC | 82/100 | 5.0 ★ | 74 |
| 3 | Hill Valley Financial Services | 76/100 | 4.8 ★ | 50 |
| 4 | Edward Jones - Financial Advisor: Russell P Loeb, CFP® | 62/100 | 5.0 ★ | 1 |
| 5 | U.S. Bancorp Advisors - Financial Advisors: Oregon City | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Michael S Fessler, CEPA® | 3/100 | — | 0 |
| 7 | Edward Jones - Financial Advisor: Lucas T Kidwell | 59/100 | 4.5 ★ | 4 |
| 8 | Edward Jones - Financial Advisor: Nicholas P Thorne, CFP® | 70/100 | 5.0 ★ | 8 |
| 9 | Crooks & Company Financial Management, Inc. | 66/100 | 5.0 ★ | 3 |
| 10 | Edward Jones - Financial Advisor: Robin Jacobson | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Oregon City
What is a fiduciary financial advisor and why does it matter in Oregon City?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Oregon City, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Oregon City?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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