#1Matisse Capital
DESCHUTES PORTFOLIO STRATEGY, LLC
Serves this area from Tigard, OR (3 mi)
Retirement Plan Advisors in Tualatin, OR
The top-ranked retirement plan advisors serving Tualatin, OR are Matisse Capital, Sellwood Investment Partners LLC and Tru Independence Asset Management 2, LLC. We list 41 retirement plan advisors serving Tualatin, 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 Tualatin, 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 Tualatin
#2Sellwood Investment Partners LLC
SELLWOOD INVESTMENT PARTNERS LLCServes this area from Tigard, OR (3 mi)#3Tru Independence Asset Management 2, LLC
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCServes this area from Tigard, OR (3 mi)#4Tru Independence Asset Management, LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLCServes this area from Tigard, OR (3 mi)#5Human Investing
HUMAN INVESTING, LLCServes this area from Lake Oswego, OR (3 mi)#6Price Financial Group Wealth Management, Inc.
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.Serves this area from Tigard, OR (3 mi)#7Aldrich Wealth LP
ALDRICH WEALTH, LIMITED PARTNERSHIPServes this area from Lake Oswego, OR (4 mi)#8Cedar Mountain Advisors, LLC
CEDAR MOUNTAIN ADVISORS, LLCServes this area from Lake Oswego, OR (4 mi)#9Foster & Wood, Inc.
FOSTER & WOOD, INC.Serves this area from Lake Oswego, OR (4 mi)#10Northwest Capital Management Inc.
NORTHWEST CAPITAL MANAGEMENT INCServes this area from Lake Oswego, OR (4 mi)
20 more providers serving this area
- Retirement Consulting Group, Inc., Lake Oswego, OR (4 mi)
- Panoramic Capital Partners LLC, Lake Oswego, OR (4 mi)
- Range Financial Group, LLC, Tigard, OR (4 mi)
- Vergepointe Wealth Management, LLC, Lake Oswego, OR (4 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (4 mi)
- Smb Financial Services, Inc., Tigard, OR (4 mi)
- Swiftwater Capital, Lake Oswego, OR (5 mi)
- Samara Capital, Beaverton, OR (6 mi)
- Veridan Wealth, West Linn, OR (6 mi)
- Continuity Wealth Management, Corp., Portland, OR (7 mi)
- Roi Financial, Beaverton, OR (9 mi)
- 4:8 Financial, Canby, OR (9 mi)
- Vision Capital Management Inc, Portland, OR (9 mi)
- Preisz Financial, Portland, OR (9 mi)
- Wealth Advisors NW, West Haven-Sylvan, OR (9 mi)
- Zuna, LLC, Portland, OR (10 mi)
- Skyline Financial Northwest, Portland, OR (10 mi)
- Deschutes Investment Consulting, LLC, Portland, OR (10 mi)
- Rvk, Inc., Portland, OR (11 mi)
- Pinnacle Wealth Advisors, OR
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Frequently asked questions
How many retirement plan advisors serve Tualatin?
We list 41 retirement plan advisors serving Tualatin, 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 Tualatin?
The top-ranked retirement plan advisors serving Tualatin, OR are Matisse Capital, Sellwood Investment Partners LLC, Tru Independence Asset Management 2, LLC, Tru Independence Asset Management, LLC and Human Investing. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tualatin are verified against official records?
10 of the top 10 match an active official record: Matisse Capital (U.S. Securities and Exchange Commission), Sellwood Investment Partners LLC (U.S. Securities and Exchange Commission), Tru Independence Asset Management 2, LLC (U.S. Securities and Exchange Commission), Tru Independence Asset Management, LLC (U.S. Securities and Exchange Commission) and Human Investing (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 .