#1 Capitol Family Office, Inc.
CAPITOL FAMILY OFFICE, INC.
Serves this area from Beaverton, OR (2 mi)
Call (503) 897-0236 · WebsiteRetirement Plan Advisors in Bethany, OR
The top-ranked retirement plan advisors serving Bethany, OR are Capitol Family Office, Inc., Roi Financial and Wealth Advisors NW. We list 41 retirement plan advisors serving Bethany, OR. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Bethany, OR (Washington County). 41 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Bethany
#2 Roi Financial
ROI FINANCIAL ADVISORS, LLCServes this area from Beaverton, OR (5 mi)Call (503) 941-5925 · Website#3 Wealth Advisors NW
WEALTH ADVISORS NORTHWEST LLCServes this area from West Haven-Sylvan, OR (5 mi)Call (971) 249-9930 · Website#4 Samara Capital
SAMARA INVESTMENT MANAGEMENT, LLCServes this area from Beaverton, OR (7 mi)Call (888) 397-8331 · Website#5 M Holdings Securities, Inc.
M HOLDINGS SECURITIES, INC.Serves this area from Portland, OR (8 mi)Call (800) 656-6960 · Website#6 Portland Private Wealth Management, Inc.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.Serves this area from Portland, OR (8 mi)Call (503) 405-9472 · Website#7 Multnomah Group, Inc.
MULTNOMAH GROUP, INC.Serves this area from Portland, OR (8 mi)Call (503) 772-0159 · Website#8 Phillips And Company Advisors LLC
PHILLIPS AND COMPANY ADVISORS LLCServes this area from Portland, OR (8 mi)Call (503) 224-0858 · Website#9 Scott Capital Advisors, LLC
SCOTT CAPITAL ADVISORS, LLCServes this area from Portland, OR (8 mi)Call (503) 487-0860 · Website#10 Stancorp Investment Advisers, Inc.
STANCORP INVESTMENT ADVISERS, INC.Serves this area from Portland, OR (8 mi)Call (800) 858-5420 · Website
20 more providers serving this area
- Tenbridge Partners LLC, Portland, OR (8 mi)
- Skyline Financial Northwest, Portland, OR (8 mi)
- Deschutes Investment Consulting, LLC, Portland, OR (8 mi)
- Rvk, Inc., Portland, OR (8 mi)
- Vision Capital Management Inc, Portland, OR (9 mi)
- Continuity Wealth Management, Corp., Portland, OR (9 mi)
- Preisz Financial, Portland, OR (9 mi)
- Zuna, LLC, Portland, OR (9 mi)
- Smb Financial Services, Inc., Tigard, OR (10 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (10 mi)
- Range Financial Group, LLC, Tigard, OR (10 mi)
- Price Financial Group Wealth Management, Inc., Tigard, OR (10 mi)
- Foster & Wood, Inc., Lake Oswego, OR (11 mi)
- Northwest Capital Management Inc., Lake Oswego, OR (11 mi)
- Retirement Consulting Group, Inc., Lake Oswego, OR (11 mi)
- Human Investing, Lake Oswego, OR (11 mi)
- Cedar Mountain Advisors, LLC, Lake Oswego, OR (11 mi)
- Panoramic Capital Partners LLC, Lake Oswego, OR (11 mi)
- Matisse Capital, Tigard, OR (11 mi)
- Sellwood Investment Partners LLC, Tigard, OR (11 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Bethany?
We list 41 retirement plan advisors serving Bethany, OR: 0 based there and 41 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Bethany?
The top-ranked retirement plan advisors serving Bethany, OR are Capitol Family Office, Inc., Roi Financial, Wealth Advisors NW, Samara Capital and M Holdings Securities, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Bethany are verified against official records?
10 of the top 10 match an active official record: Capitol Family Office, Inc. (U.S. Securities and Exchange Commission), Roi Financial (U.S. Securities and Exchange Commission), Wealth Advisors NW (U.S. Securities and Exchange Commission), Samara Capital (U.S. Securities and Exchange Commission) and M Holdings Securities, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .