#1Strategic Financial Partners, Ltd
STRATEGIC FINANCIAL PARTNERS, LTD
Serves this area from Keizer, OR (22 mi)
Retirement Plan Advisors in Yamhill County, OR
The top-ranked retirement plan advisors serving Yamhill County, OR are Strategic Financial Partners, Ltd, Jgc Tax & Wealth Management and Jh Advisors. We list 30 retirement plan advisors serving Yamhill County, 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 Yamhill County, OR. 30 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 Yamhill County
#2Jgc Tax & Wealth Management
JGC WEALTH MANAGEMENT, LLCServes this area from Salem, OR (25 mi)#3Jh Advisors
JAMISON HANSON ADVISORS LLCServes this area from Salem, OR (26 mi)#4True Private Wealth Advisors, LLC
TRUE PRIVATE WEALTH ADVISORS, LLCServes this area from Salem, OR (26 mi)#5Samara Capital
SAMARA INVESTMENT MANAGEMENT, LLCServes this area from Beaverton, OR (29 mi)#6Roi Financial
ROI FINANCIAL ADVISORS, LLCServes this area from Beaverton, OR (29 mi)#7Matisse Capital
DESCHUTES PORTFOLIO STRATEGY, LLCServes this area from Tigard, OR (30 mi)#8Sellwood Investment Partners LLC
SELLWOOD INVESTMENT PARTNERS LLCServes this area from Tigard, OR (30 mi)#9Tru Independence Asset Management 2, LLC
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCServes this area from Tigard, OR (30 mi)#10Tru Independence Asset Management, LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLCServes this area from Tigard, OR (30 mi)
20 more providers serving this area
- Price Financial Group Wealth Management, Inc., Tigard, OR (30 mi)
- Capitol Family Office, Inc., Beaverton, OR (30 mi)
- Range Financial Group, LLC, Tigard, OR (30 mi)
- 4:8 Financial, Canby, OR (30 mi)
- Human Investing, Lake Oswego, OR (31 mi)
- Foster & Wood, Inc., Lake Oswego, OR (31 mi)
- Northwest Capital Management Inc., Lake Oswego, OR (31 mi)
- Retirement Consulting Group, Inc., Lake Oswego, OR (31 mi)
- Smb Financial Services, Inc., Tigard, OR (31 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (31 mi)
- Cedar Mountain Advisors, LLC, Lake Oswego, OR (31 mi)
- Aldrich Wealth LP, Lake Oswego, OR (31 mi)
- Panoramic Capital Partners LLC, Lake Oswego, OR (31 mi)
- Vergepointe Wealth Management, LLC, Lake Oswego, OR (31 mi)
- Wealth Advisors NW, West Haven-Sylvan, OR (32 mi)
- Swiftwater Capital, Lake Oswego, OR (33 mi)
- Veridan Wealth, West Linn, OR (33 mi)
- Pinnacle Wealth Advisors, OR
- True North Retirement Advisors, LLC, OR
- Strada Financial Group LLC, Boring, OR (48 mi)
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Frequently asked questions
How many retirement plan advisors serve Yamhill County?
We list 30 retirement plan advisors serving Yamhill County, OR: 0 based there and 30 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 Yamhill County?
The top-ranked retirement plan advisors serving Yamhill County, OR are Strategic Financial Partners, Ltd, Jgc Tax & Wealth Management, Jh Advisors, True Private Wealth Advisors, LLC and Samara Capital. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yamhill County are verified against official records?
10 of the top 10 match an active official record: Strategic Financial Partners, Ltd (U.S. Securities and Exchange Commission), Jgc Tax & Wealth Management (U.S. Securities and Exchange Commission), Jh Advisors (U.S. Securities and Exchange Commission), True Private Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Samara 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 .
Cities in Yamhill County
Communities served
Sheridan, Lafayette, Dundee, Dayton, Willamina, Carlton, Amity, Yamhill