Best Financial Advisors in LAKE OSWEGO, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in LAKE OSWEGO
JENSEN INVESTMENT MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1988
QUEST INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 1985
CWC ADVISORS, LLC
LAKE OSWEGO, OR · Since 2003
VERGEPOINTE WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
PACIFIC RIDGE CAPITAL PARTNERS, LLC
LAKE OSWEGO, OR · Since 2013
BRIDGE CITY CAPITAL, LLC
LAKE OSWEGO, OR · Since 2015
SPRINGWATER WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2014
NORTHWEST CAPITAL MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1999
LIFELONG WEALTH MANAGEMENT GROUP, LLC
LAKE OSWEGO, OR · Since 2026
HUMAN INVESTING
LAKE OSWEGO, OR · Since 2004
ALDRICH WEALTH LP
LAKE OSWEGO, OR · Since 2008
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
LAKE OSWEGO, OR · Since 1988
CEDAR MOUNTAIN ADVISORS, LLC
LAKE OSWEGO, OR · Since 2008
NORTHMARQ FUND MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
CGC FINANCIAL SERVICES
LAKE OSWEGO, OR · Since 2013
AERODIGM WEALTH LLC
LAKE OSWEGO, OR · Since 2020
ALLIUM FINANCIAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2017
801 WEST CAPITAL MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2019
TAURUS CAPITAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2023
FOSTER & WOOD, INC.
LAKE OSWEGO, OR · Since 2021
RETIREMENT CONSULTING GROUP, INC.
LAKE OSWEGO, OR · Since 2020
NORTH FORTY TWO & CO.
LAKE OSWEGO, OR · Since 2021
WAGNER PLANNING
LAKE OSWEGO, OR · Since 2022
PANORAMIC CAPITAL PARTNERS LLC
LAKE OSWEGO, OR · Since 2024
ORCA INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2007
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in LAKE OSWEGO?
The median advisory fee in LAKE OSWEGO, OR is 0.95% of assets under management per year, based on Form ADV filings from 25 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.