#1True North Retirement Advisors, LLC
TRUE NORTH RETIREMENT ADVISORS, LLC
Serves this area from OR
Retirement Plan Advisors in Happy Valley, OR
The top-ranked retirement plan advisors serving Happy Valley, OR are True North Retirement Advisors, LLC, Pinnacle Wealth Advisors and Catalyst Financial NW Corporation. We list 45 retirement plan advisors serving Happy Valley, 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 Happy Valley, OR (Clackamas County). 45 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 Happy Valley
#2Pinnacle Wealth Advisors
PINNACLE WEALTH ADVISORS, LLCServes this area from OR#3Catalyst Financial NW Corporation
CATALYST FINANCIAL NW CORPORATIONServes this area from Gresham, OR (6 mi)#4Strada Financial Group LLC
STRADA FINANCIAL GROUP LLCServes this area from Boring, OR (7 mi)#5Swiftwater Capital
PAYNE CAPITAL LLCServes this area from Lake Oswego, OR (9 mi)#6Zuna, LLC
ZUNA, LLCServes this area from Portland, OR (9 mi)#7Preisz Financial
PREISZ ASSOCIATES, INC.Serves this area from Portland, OR (9 mi)#8Veridan Wealth
VERIDAN WEALTH LLCServes this area from West Linn, OR (10 mi)#9Vision Capital Management Inc
VISION CAPITAL MANAGEMENT, INC.Serves this area from Portland, OR (10 mi)#10Deschutes Investment Consulting, LLC
DESCHUTES INVESTMENT CONSULTING, LLCServes this area from Portland, OR (10 mi)
20 more providers serving this area
- Rvk, Inc., Portland, OR (10 mi)
- Skyline Financial Northwest, Portland, OR (10 mi)
- Stancorp Investment Advisers, Inc., Portland, OR (10 mi)
- Scott Capital Advisors, LLC, Portland, OR (10 mi)
- Tenbridge Partners LLC, Portland, OR (10 mi)
- Vergepointe Wealth Management, LLC, Lake Oswego, OR (10 mi)
- Continuity Wealth Management, Corp., Portland, OR (10 mi)
- Multnomah Group, Inc., Portland, OR (10 mi)
- Phillips And Company Advisors LLC, Portland, OR (10 mi)
- M Holdings Securities, Inc., Portland, OR (11 mi)
- Aldrich Wealth LP, Lake Oswego, OR (11 mi)
- Portland Private Wealth Management, Inc., Portland, OR (11 mi)
- Panoramic Capital Partners LLC, Lake Oswego, OR (11 mi)
- Cedar Mountain Advisors, LLC, Lake Oswego, OR (11 mi)
- Human Investing, Lake Oswego, OR (11 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)
- Smb Financial Services, Inc., Tigard, OR (12 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Happy Valley?
We list 45 retirement plan advisors serving Happy Valley, OR: 0 based there and 45 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 Happy Valley?
The top-ranked retirement plan advisors serving Happy Valley, OR are True North Retirement Advisors, LLC, Pinnacle Wealth Advisors, Catalyst Financial NW Corporation, Strada Financial Group LLC and Swiftwater Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Happy Valley are verified against official records?
10 of the top 10 match an active official record: True North Retirement Advisors, LLC (U.S. Securities and Exchange Commission), Pinnacle Wealth Advisors (U.S. Securities and Exchange Commission), Catalyst Financial NW Corporation (U.S. Securities and Exchange Commission), Strada Financial Group LLC (U.S. Securities and Exchange Commission) and Swiftwater Capital (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 .