#1Jones & Associates Premier Financial Solutions
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
Serves this area from Jacksonville, OR (20 mi)
Retirement Plan Advisors in Grants Pass, OR
The top-ranked retirement plan advisors serving Grants Pass, OR are Jones & Associates Premier Financial Solutions, Practice Financial Group and Cutler Investment Group. We list 6 retirement plan advisors serving Grants Pass, OR. 6 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 Grants Pass, OR (Josephine County). 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Grants Pass
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Jones & Associates Premier Financial Solutions | SEC-registered investment adviser (CRD)#152930 | Jacksonville, OR (20 mi) | (541) 500-4321 |
| 2 | Practice Financial Group | SEC-registered investment adviser (CRD)#289256 | Jacksonville, OR (21 mi) | (541) 973-2602 |
| 3 | Cutler Investment Group | SEC-registered investment adviser (CRD)#128483 | OR | (541) 770-9000 |
| 4 | Oregon Pacific Wealth Management | SEC-registered investment adviser (CRD)#283958 | Medford, OR (27 mi) | (541) 858-0166 |
| 5 | Koenig Investment Advisory, LLC | SEC-registered investment adviser (CRD)#311422 | Ashland, OR (35 mi) | (541) 608-0551 |
| 6 | Littlejohn Financial Services Inc | SEC-registered investment adviser (CRD)#155113 | Roseburg, OR (54 mi) | (541) 375-0898 |
#2Practice Financial Group
PFG INVESTMENTS, LLCServes this area from Jacksonville, OR (21 mi)#3Cutler Investment Group
CUTLER INVESTMENT COUNSEL, LLCServes this area from OR#4Oregon Pacific Wealth Management
OREGON PACIFIC WEALTH MANAGEMENT, LLCServes this area from Medford, OR (27 mi)#5Koenig Investment Advisory, LLC
KOENIG INVESTMENT ADVISORY, LLCServes this area from Ashland, OR (35 mi)#6Littlejohn Financial Services Inc
LITTLEJOHN FINANCIAL SERVICES, INCServes this area from Roseburg, OR (54 mi)
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Frequently asked questions
How many retirement plan advisors serve Grants Pass?
We list 6 retirement plan advisors serving Grants Pass, OR: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Grants Pass?
The top-ranked retirement plan advisors serving Grants Pass, OR are Jones & Associates Premier Financial Solutions, Practice Financial Group, Cutler Investment Group, Oregon Pacific Wealth Management and Koenig Investment Advisory, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Grants Pass are verified against official records?
6 of the top 6 match an active official record: Jones & Associates Premier Financial Solutions (U.S. Securities and Exchange Commission), Practice Financial Group (U.S. Securities and Exchange Commission), Cutler Investment Group (U.S. Securities and Exchange Commission), Oregon Pacific Wealth Management (U.S. Securities and Exchange Commission) and Koenig Investment Advisory, LLC (U.S. Securities and Exchange Commission), and 1 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 .