How many financial advisors are in Hillsboro, Oregon?

Falists lists 7 registered investment advisers with a principal office or filing address in Hillsboro, Oregon, based on public SEC IAPD data.

How do financial advisors in Hillsboro charge fees?

Fee structures vary by firm. In Hillsboro, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Hillsboro?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Oregon · 7 advisers

Financial Advisors in Hillsboro, Oregon

Looking for a financial advisor in Hillsboro, Oregon? Falists indexes 7 SEC-registered and state-registered investment advisers in Hillsboro — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $362.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$362.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning5 Trusts5 Retirement2 Institutional1

Top advisors in Hillsboro

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

PACE FINANCIAL ADVISORS

Hillsboro, OR

AUM

$362.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

Fees

Percentage of AUM; Hourly charges

971-727-8434

Full profile Visit site →

WELLSPRING ADVISORS, INC.

Hillsboro, OR

AUM

$152.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

503-714-9531

Full profile Visit site →

ROCK CREEK WEALTH MANAGEMENT

Hillsboro, OR

AUM

$101.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

503-505-7000

Full profile Visit site →

INDEPENDENT INVESTMENT ADVISORS

Hillsboro, OR

AUM

$68.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

9713508068

Full profile Visit site →

GRATKE WEALTH, LLC

Hillsboro, OR

AUM

$27.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

888-970-8987

Full profile Visit site →

CAPITAL UNITED, LLC

Hillsboro, OR

AUM

—

Team

5 advisors

Clients

—

Fees

Percentage of AUM; ADMINISTRATION FEE

(424) 279-8308

Full profile Visit site →

FORDHAM FINANCIAL SERVICES, LLC

Hillsboro, OR

AUM

—

Team

1 advisors

Clients

—

Fees

SOLICITOR

503-648-6651

Full profileNo website

More cities in Oregon

Portland (99)Lake Oswego (43)Bend (25)Beaverton (21)Eugene (16)Salem (9)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Hillsboro, Oregon?: 7 registered investment advisers are listed in our Hillsboro directory, sourced from public SEC filings.
What types of advisors are in Hillsboro?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Hillsboro?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.