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
Jason Shen Whittington
Registered Affiliation(s):FISHER INVESTMENTS
John Grant Fox
Registered Affiliation(s):FISHER INVESTMENTS
Brooks Christopher Berardi
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Jason David Herber
Registered Affiliation(s):TRUE PRIVATE WEALTH ADVISORS, LLC
Michael Bert Coursey
Registered Affiliation(s):EP WEALTH ADVISORS
Jonathan Newton Sturdivant
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregory Gilbert Saliba
Registered Affiliation(s):TAURUS CAPITAL MANAGEMENT, LLC
Alexander Logan Reed
Registered Affiliation(s):CWM, LLC
Adriana Ramos Courts
Registered Affiliation(s):ALLIANT RETIREMENT CONSULTING
Scott Layne Hultsman
Registered Affiliation(s):D.A. DAVIDSON & CO.
Andrew Kelly Stevens
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Herbert S Kim
Registered Affiliation(s):CASCADIA FINANCIAL PLANNER LLC
Erik Fw Lawrence
Registered Affiliation(s):TENBRIDGE PARTNERS LLC
Taylor Scott Smith
Registered Affiliation(s):STANCORP INVESTMENT ADVISERS, INC.
Jessica Elizabeth Porter
Registered Affiliation(s):OSAIC WEALTH, INC.
Anthony John Bardi
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Sarah Elizabeth Whittaker
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Elizabeth Anne Dhillon
Registered Affiliation(s):FISHER INVESTMENTS
James Martin Benjamson
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
James Stephen Franceus
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Bryan William Wiepert
Registered Affiliation(s):CWC ADVISORS, LLC
Eric Andrew Boughton
Registered Affiliation(s):MATISSE CAPITAL
Evan Clayton Gremillion
Registered Affiliation(s):MORGAN STANLEY
Collin Douglas Lindsey
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
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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