Best Financial Advisors in LAKE OSWEGO, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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
BRIDGE CITY CAPITAL, LLC
LAKE OSWEGO, OR · Since 2015
VERGEPOINTE WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
PACIFIC RIDGE CAPITAL PARTNERS, LLC
LAKE OSWEGO, OR · Since 2013
SPRINGWATER WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2014
LIFELONG WEALTH MANAGEMENT GROUP, LLC
LAKE OSWEGO, OR · Since 2026
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
LAKE OSWEGO, OR · Since 1988
NORTHWEST CAPITAL MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1999
HUMAN INVESTING
LAKE OSWEGO, OR · Since 2004
TAURUS CAPITAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2023
CEDAR MOUNTAIN ADVISORS, LLC
LAKE OSWEGO, OR · Since 2008
ALDRICH WEALTH LP
LAKE OSWEGO, OR · Since 2008
NORTH FORTY TWO & CO.
LAKE OSWEGO, OR · Since 2021
NORTHMARQ FUND MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
CGC FINANCIAL SERVICES
LAKE OSWEGO, OR · Since 2013
FOSTER & WOOD, INC.
LAKE OSWEGO, OR · Since 2021
801 WEST CAPITAL MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2019
AERODIGM WEALTH LLC
LAKE OSWEGO, OR · Since 2020
ALLIUM FINANCIAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2017
RETIREMENT CONSULTING GROUP, INC.
LAKE OSWEGO, OR · Since 2020
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 Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.