#1Jgc Tax & Wealth Management
JGC WEALTH MANAGEMENT, LLC
Based in Salem, OR
Retirement Plan Advisors in Marion County, OR
The top-ranked retirement plan advisors serving Marion County, OR are Jgc Tax & Wealth Management, Jh Advisors and Strategic Financial Partners, Ltd. We list 18 retirement plan advisors serving Marion County, OR. 18 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 Marion County, OR. 18 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 Marion County
#2Jh Advisors
JAMISON HANSON ADVISORS LLCBased in Salem, OR#3Strategic Financial Partners, Ltd
STRATEGIC FINANCIAL PARTNERS, LTDBased in Keizer, OR#4True Private Wealth Advisors, LLC
TRUE PRIVATE WEALTH ADVISORS, LLCBased in Salem, OR#54:8 Financial
CARLSON FINANCIAL, INC.Serves this area from Canby, OR (26 mi)#6Veridan Wealth
VERIDAN WEALTH LLCServes this area from West Linn, OR (31 mi)#7Swiftwater Capital
PAYNE CAPITAL LLCServes this area from Lake Oswego, OR (36 mi)#8Aldrich Wealth LP
ALDRICH WEALTH, LIMITED PARTNERSHIPServes this area from Lake Oswego, OR (36 mi)#9Vergepointe Wealth Management, LLC
VERGEPOINTE WEALTH MANAGEMENT, LLCServes this area from Lake Oswego, OR (36 mi)#10Panoramic Capital Partners LLC
PANORAMIC CAPITAL PARTNERS LLCServes this area from Lake Oswego, OR (36 mi)
8 more providers serving this area
- Cedar Mountain Advisors, LLC, Lake Oswego, OR (37 mi)
- Pinnacle Wealth Advisors, OR
- Human Investing, Lake Oswego, OR (37 mi)
- True North Retirement Advisors, LLC, OR
- Foster & Wood, Inc., Lake Oswego, OR (37 mi)
- Retirement Consulting Group, Inc., Lake Oswego, OR (37 mi)
- Northwest Capital Management Inc., Lake Oswego, OR (37 mi)
- Strada Financial Group LLC, Boring, OR (38 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Marion County?
We list 18 retirement plan advisors serving Marion County, OR: 4 based there and 14 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 Marion County?
The top-ranked retirement plan advisors serving Marion County, OR are Jgc Tax & Wealth Management, Jh Advisors, Strategic Financial Partners, Ltd, True Private Wealth Advisors, LLC and 4:8 Financial. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Marion County are verified against official records?
10 of the top 10 match an active official record: Jgc Tax & Wealth Management (U.S. Securities and Exchange Commission), Jh Advisors (U.S. Securities and Exchange Commission), Strategic Financial Partners, Ltd (U.S. Securities and Exchange Commission), True Private Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and 4:8 Financial (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 .
Cities in Marion County
Communities served
Hayesville, Four Corners, Silverton, Stayton, Aumsville, Mount Angel, Hubbard, Jefferson, Sublimity, Gervais, Turner, Aurora, Donald, Gates, Brooks, Labish Village, St. Paul, Scotts Mills, Mehama, Marion, Butteville, Detroit, Idanha