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Find The Best Financial Advisors in Lake Oswego, Oregon
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!
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How To Find The Best Financial Advisors in Lake Oswego, Oregon
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 26 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 22 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.
List of Qualified Financial Advisors in Lake Oswego, Oregon
360-823-0477
Top Financial Advisor Firms in Lake Oswego, Oregon (Ranked by AUM)
| 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 | $13,438,401,059 | 431 | A percentage of AUM |
| NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | 108091 | $6,856,132,947 | 1409 | A percentage of AUM, Hourly charges, Fixed fees |
| ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | 147200 | $5,572,244,811 | 2352 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| HUMAN INVESTING 6000 Meadows Rd, Suite 105 Lake Oswego, OR, 97035 | 133017 | $1,640,569,894 | 2481 | A percentage of AUM, Hourly charges, Fixed fees |
| QUEST INVESTMENT MANAGEMENT, LLC 5335 Meadows Rd, Suite 400 Lake Oswego, OR, 97035 | 110640 | $1,518,748,866 | 80 | A percentage of AUM, Fixed fees, Performance Based |
| CEDAR MOUNTAIN ADVISORS, LLC 5285 Meadows Rd, Suite 360 Lake Oswego, OR, 97035 | 140339 | $870,055,587 | 2364 | A percentage of AUM, Hourly charges, Fixed fees |
| CGC FINANCIAL SERVICES 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035 | 155446 | $664,670,956 | 2857 | A percentage of AUM, Hourly charges, Fixed fees |
| ALLIUM FINANCIAL ADVISORS, LLC 310 N State Street, Suite 208 Lake Oswego, OR, 97034 | 288462 | $638,921,337 | 680 | A percentage of AUM, Hourly charges, Fixed fees |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION 310 N. State Street, Suite 214 Lake Oswego, OR, 97034 | 107777 | $625,560,244 | 472 | A percentage of AUM, Hourly charges, Fixed fees |
| DELAP WEALTH ADVISORY, LLC 5885 Meadows Road, Suite 200 Lake Oswego, OR, 97035 | 282312 | $545,647,028 | 497 | A percentage of AUM, Hourly charges, Fixed fees |
| NORTHMARQ FUND MANAGEMENT, LLC 4949 Meadows Road, Suite 490 Lake Oswego, OR, 97035 | 150703 | $505,230,456 | 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 | $465,293,642 | 6 | A percentage of AUM, Performance Based |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC 4900 Meadows Road, Suite 320 Lake Oswego, OR, 97035 | 152154 | $442,442,071 | 68 | A percentage of AUM, Performance Based |
| RETIREMENT CONSULTING GROUP, INC. 5 Centerpointe Drive, Suite 400 Lake Oswego, OR, 97035 | 311184 | $367,084,480 | 195 | A percentage of AUM, Fixed fees |
| PURE PORTFOLIOS 1 Centerpointe Drive, Suite 120 Lake Oswego, OR, 97035 | 311002 | $360,472,868 | 803 | A percentage of AUM, Hourly charges, Fixed fees |
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