Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Lake Oswego is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lake Oswego & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Lake Oswego, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Lake Oswego, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lake Oswego, Oregon have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | 105281 | $13,067,305,312 | 425 | A Percentage of AUM |
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | 108091 | $5,476,500,419 | 995 | A Percentage of AUM, Hourly charges, Fixed Fees |
ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | 147200 | $4,563,375,940 | 2189 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
QUEST INVESTMENT MANAGEMENT, LLC 5335 Meadows Rd, Suite 400 Lake Oswego, OR, 97035 | 110640 | $1,510,306,371 | 93 | A Percentage of AUM, Fixed Fees |
HUMAN INVESTING 6000 Meadows Rd, Suite 105 Lake Oswego, OR, 97035 | 133017 | $1,416,630,044 | 2323 | A Percentage of AUM, Hourly charges |
CEDAR MOUNTAIN ADVISORS, LLC 5285 Meadows Rd, Suite 360 Lake Oswego, OR, 97035 | 140339 | $726,914,201 | 2228 | A Percentage of AUM, Hourly charges, Fixed Fees |
CGC FINANCIAL SERVICES 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035 | 155446 | $618,868,674 | 3084 | A Percentage of AUM, Hourly charges, Fixed Fees |
HORST & GRABEN WEALTH MANAGEMENT, LLC 525 3rd St, Suite 327 Lake Oswego, OR, 97034 | 297368 | $577,286,655 | 2591 | A Percentage of AUM, Hourly charges, Fixed Fees |
NORTHWEST INVESTMENT COUNSELORS 5885 Meadows Road, Suite 860 Lake Oswego, OR, 97035 | 327970 | $569,604,642 | 338 | A Percentage of AUM |
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION 310 N. State Street, Suite 214 Lake Oswego, OR, 97034 | 107777 | $506,785,910 | 459 | A Percentage of AUM, Hourly charges, Fixed Fees |
MORRISON STREET CAPITAL, LLC 4949 Meadows Road, Suite 490 Lake Oswego, OR, 97035 | 150703 | $485,565,148 | 4 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS) |
801 WEST CAPITAL MANAGEMENT, LLC 310 N State Street, Suite 220 Lake Oswego, OR, 97034 | 168417 | $482,160,175 | 6 | A Percentage of AUM, Performance Based |
ALLIUM FINANCIAL ADVISORS, LLC 310 N State Street, Suite 208 Lake Oswego, OR, 97034 | 288462 | $462,524,222 | 706 | A Percentage of AUM, Hourly charges, Fixed Fees |
PACIFIC RIDGE CAPITAL PARTNERS, LLC 4900 Meadows Road, Suite 320 Lake Oswego, OR, 97035 | 152154 | $404,978,034 | 60 | A Percentage of AUM, Performance Based |
RAIN CAPITAL MANAGEMENT 525 3rd Street, Suite 224 Lake Oswego, OR, 97034 | 158996 | $376,000,000 | 714 | A Percentage of AUM, Fixed Fees |
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