Financial advisers in Lake Oswego, OR
24 registered investment adviser firms in Lake Oswego managing $36.2B in assets, based on public SEC Form ADV filings.
Northwest Capital Management INC.
Lake Oswego, OR · Est. 1999
- AUM
- $8.5B
- Per adviser
- $1.2B
- Advisers
- 7
No reported disclosures
Aldrich Wealth LP
Lake Oswego, OR · Est. 2008
- AUM
- $7.6B
- Per adviser
- $293M
- Advisers
- 26
No reported disclosures
Jensen Investment Management INC.
Lake Oswego, OR · Est. 1988
- AUM
- $6.5B
- Per adviser
- $463M
- Advisers
- 14
No reported disclosures
Human Investing
Lake Oswego, OR · Est. 2004
- AUM
- $2.2B
- Per adviser
- $124M
- Advisers
- 18
No reported disclosures
Quest Investment Management, LLC
Lake Oswego, OR · Est. 1985
- AUM
- $1.7B
- Per adviser
- $214M
- Advisers
- 8
No reported disclosures
Aerodigm Wealth LLC
Lake Oswego, OR · Est. 2020
- AUM
- $1.5B
- Per adviser
- $293M
- Advisers
- 5
No reported disclosures
Cedar Mountain Advisors, LLC
Lake Oswego, OR · Est. 2008
- AUM
- $1.2B
- Per adviser
- $200M
- Advisers
- 6
No reported disclosures
Cgc Financial Services
Lake Oswego, OR · Est. 2013
- AUM
- $876M
- Per adviser
- $175M
- Advisers
- 5
No reported disclosures
Progressive Investment Management Corporation
Lake Oswego, OR · Est. 1988
- AUM
- $758M
- Per adviser
- $190M
- Advisers
- 4
No reported disclosures
Allium Financial Advisors, LLC
Lake Oswego, OR · Est. 2017
- AUM
- $734M
- Per adviser
- $183M
- Advisers
- 4
No reported disclosures
Northmarq Fund Management, LLC
Lake Oswego, OR · Est. 2009
- AUM
- $541M
- Per adviser
- $77M
- Advisers
- 7
No reported disclosures
801 West Capital Management, LLC
Lake Oswego, OR · Est. 2019
- AUM
- $516M
- Per adviser
- $129M
- Advisers
- 4
No reported disclosures
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR · Est. 2013
- AUM
- $495M
- Per adviser
- $82M
- Advisers
- 6
No reported disclosures
Retirement Consulting Group, INC.
Lake Oswego, OR · Est. 2020
- AUM
- $457M
- Per adviser
- $457M
- Advisers
- 1
No reported disclosures
Cwc Advisors, LLC
Lake Oswego, OR · Est. 2003
- AUM
- $445M
- Per adviser
- $56M
- Advisers
- 8
No reported disclosures
Panoramic Capital Partners LLC
Lake Oswego, OR · Est. 2024
- AUM
- $393M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Bridge City Capital, LLC
Lake Oswego, OR · Est. 2015
- AUM
- $355M
- Per adviser
- $71M
- Advisers
- 5
No reported disclosures
Vergepointe Wealth Management, LLC
Lake Oswego, OR · Est. 2009
- AUM
- $283M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Taurus Capital Advisors, LLC
Lake Oswego, OR · Est. 2023
- AUM
- $231M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Foster & Wood, INC.
Lake Oswego, OR · Est. 2021
- AUM
- $219M
- Per adviser
- $73M
- Advisers
- 3
No reported disclosures
Orca Investment Management, LLC
Lake Oswego, OR · Est. 2007
- AUM
- $212M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
North Forty Two & Co.
Lake Oswego, OR · Est. 2021
- AUM
- $168M
- Per adviser
- $168M
- Advisers
- 1
No reported disclosures
Wagner Planning
Lake Oswego, OR · Est. 2022
- AUM
- $145M
- Per adviser
- $72M
- Advisers
- 2
No reported disclosures
Lifelong Wealth Management Group, LLC
Lake Oswego, OR · Est. 2026
- AUM
- $122M
- Per adviser
- $61M
- Advisers
- 2
No reported disclosures