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Best Financial Advisors near Lake Oswego, Oregon


To help Americans find the best financial advisors in Lake Oswego, Oregon, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Lake Oswego, Oregon.


1. Avier Wealth Advisors
   (503) 726-0374
5200 Sw Meadows Rd, Lake Oswego, Oregon

Avier Wealth Advisors, registered in 2012, manages $454.1 million for 469 clients.

2. Sellwood Consulting
   (503) 596-2880
6650 SW Redwood Lane, Suite 370. Portland, OR

Sellwood Consulting, registered in 2012, manages $573.5 million for 32 clients.

3. Northwest Capital Management
   (503) 597-1616
13333 SW 68th Pkwy, Suite 230. Portland, OR

Northwest Capital Management, registered in 1999, manages $4.0 billion for 413 clients.

4. Human Investing
   (503) 905-3100
5335 Meadows Road, Suite 450. Lake Oswego, OR

Human Investing, registered in 2004, manages $1.1 billion for 741 clients.

5. Northwest Investment Counselors
   (800) 685-7884
5885 Meadows Road, Suite 860 Lake Oswego, OR

Northwest Investment Counselors, registered in 1999, manages $452.4 million for 292 clients.

6. Northwest Quadrant Wealth Management
   (800) 743-0988
4800 Meadows Road, Suite 300, Lake Oswego, Oregon

Northwest Quadrant Wealth Management, registered in 2011, manages $304.6 million for 1,652 clients.

7. Orca Investment Management
   (503) 582-9500
6 Centerpointe Drive Suite 300, Lake Oswego, Oregon

Orca Investment Management, registered in 2007, manages $151.9 million for 292 clients.

8. VergePointe Wealth Management
   (503) 684-0100
5285 Meadows Road, Suite 161. Lake Oswego, OR

VergePointe Wealth Management, registered in 2009, manages $190.9 million for 70 clients.

9. CGC Financial Services
   (503) 670-1958
5 Centerpointe DR Suite 550 Lake Oswego, OR

CGC Financial Services, registered in 2013, manages $470.4 million for 1,235 clients.

10. The Martin Worley Group
   (586) 697-6540
5200 Meadows Road Suite 150, Lake Oswego, Oregon

The Martin Worley Group, registered in 2014, manages $221.4 million for 226 clients.

11. AIO Financial
   (503) 714-3797
5200 Sw Meadows Road, Lake Oswego, Oregon

AIO Financial, registered in 2001, manages $84.0 million for 160 clients.

12. TPG Financial Advisors
   (503) 241-9550
Multiple Locations

TPG Financial Advisors, registered in 2012, manages $926.3 million for 541 clients.

13. Sound Investment Management
   (503) 691-7030
8215 Tualatin Sherwood Road, Suite 200 Tualatin, OR

Sound Investment Management, registered in 1994, manages $156.1 million for 101 clients.

14. ASI Wealth Management & Consulting Services
   (503) 534-3500
4800 Sw Meadows Road Suite 300 - #3004, Lake Oswego, Oregon

ASI Wealth Management & Consulting Services, registered in 1997, manages $1.1 billion for 521 clients.

15. Quest Investment Management
   (503) 221-0158
5335 Meadows RD, Suite 400. Lake Oswego, OR

Quest Investment Management, registered in 1985, manages $1.4 billion for 92 clients.

16. True Private Wealth Advisors
   (503) 444-7893
10260 Sw Greenburg Road Suite 1055, Portland, Oregon

True Private Wealth Advisors, registered in 2012, manages $624.7 million for 1,180 clients.

17. CWC Advisors
   (503) 968-0950
5800 Meadows Road, Suite 230. Lake Oswego, OR

CWC Advisors, registered in 2003, manages $111.8 million for 156 clients.

18. Matisse Capital
   (503) 210-3000
4949 Meadows Road, Suite 200. Lake Oswego, OR

Matisse Capital, registered in 2010, manages $1.3 billion for 355 clients.

19. Jensen Investment Management
   (503) 726-4384
5500 Meadows Road, Suite 200. Lake Oswego, OR

Jensen Investment Management, registered in 1988, manages $9.4 billion for 384 clients.

20. Jensen Investment Management
   (503) 726-4384
Multiple Locations

Jensen Investment Management, registered in 1988, manages $9.4 billion for 384 clients.



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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Oregon


Beaverton, Oregon Happy Valley, Oregon Hillsboro, Oregon Lake Oswego, Oregon Marylhurst, Oregon Oregon City, Oregon Portland, Oregon Sherwood, Oregon West Linn, Oregon Wilsonville, Oregon

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