Top Financial Advisors in Lake Oswego, Oregon
Finding the right financial advisor in Lake Oswego is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lake Oswego, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lake Oswego, OR.
Find the Best Financial Advisor Firms in Lake Oswego:
NORTHWEST CAPITAL MANAGEMENT INC.
CRD#: 108091
Address: 1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035
Clients: 239
Average Clients per Advisor: 29
AUM: $ 5.5B
ALDRICH WEALTH LP
CRD#: 147200
Address: 5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035
Clients: 219
Average Clients per Advisor: 9
AUM: $ 4.6B
AERODIGM WEALTH LLC
CRD#: 282312
Address: 5885 Meadows Road Suite 200, Lake Oswego, OR 97035
Clients: 54
Average Clients per Advisor: 10
AUM: $ 1.5B
HUMAN INVESTING
CRD#: 133017
Address: 525 3rd Street Suite 331, Lake Oswego, OR 97034
Clients: 769
Average Clients per Advisor: 76
AUM: $ 1.4B
MATISSE CAPITAL
CRD#: 155424
Address: 4949 Meadows Road Suite 200, Lake Oswego, OR 97035
Clients: 229
Average Clients per Advisor: 28
AUM: $ 1.1B
CEDAR MOUNTAIN ADVISORS, LLC
CRD#: 140339
Address: 5285 Meadows Rd Suite 360, Lake Oswego, OR 97035
Clients: 555
Average Clients per Advisor: 92
AUM: $ 727M
How We Chose the Top Financial Advisors in Lake Oswego, Oregon
To create this list of top financial advisor firms in Lake Oswego, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lake Oswego has to offer.
Search Financial Advisors in Lake Oswego, Oregon
William Jacob Freeman
Registered Affiliation(s):MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Kory Allan Johnson
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Mark Phillip Rosenbaum
Registered Affiliation(s):COLDSTREAM WEALTH MANAGEMENT
Nathan James Vander Kley
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Fiona Karen Cosmann
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Brian Barker
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Kimberly Sue Rosenberg
Registered Affiliation(s):COLDSTREAM WEALTH MANAGEMENT
Wendy Kay Pace
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Johnna Gale Chesley
Registered Affiliation(s):MORGAN STANLEY
Alejandra Hall
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Brice Heilman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jared Douglas Dean
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Camille Fetzer-lockhart
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric Scott Evans
Registered Affiliation(s):CETERA ADVISORS LLC
Karen Lee Vineyard
Registered Affiliation(s):BOFA SECURITIES, INC.
Shawn Michael Narancich
Registered Affiliation(s):FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Blake Richard Howells
Registered Affiliation(s):BECKER CAPITAL MANAGEMENT, INC.
Marina Beth Wiley
Registered Affiliation(s):STANCORP INVESTMENT ADVISERS, INC.
Lindsay Michelle Krivosha
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
David Michael Budd
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
David Walter Schutt
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Melanie Lynnae Carpenter
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Douglas Mckenzie Hall
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Lenia Vanessa Muro
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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