Investment advisers in Lake Oswego, OR

24 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OR

Firm	Assets	Employees	Disclosures
Northwest Capital Management Inc.	$8.52 billion	11	0
Aldrich Wealth LP	$7.62 billion	42	0
Jensen Investment Management Inc.	$6.48 billion	36	0
Human Investing	$2.22 billion	28	0
Quest Investment Management, LLC	$1.71 billion	9	0
Aerodigm Wealth LLC	$1.46 billion	9	0
Cedar Mountain Advisors, LLC	$1.20 billion	10	0
Cgc Financial Services	$875.8 million	13	0
Progressive Investment Management Corporation	$758.3 million	8	0
Allium Financial Advisors, LLC	$733.5 million	10	0
Northmarq Fund Management, LLC	$541.3 million	18	0
801 West Capital Management, LLC	$515.9 million	4	0
Pacific Ridge Capital Partners, LLC	$494.6 million	10	0
Retirement Consulting Group, Inc.	$457.0 million	4	0
Cwc Advisors, LLC	$445.3 million	9	0
Panoramic Capital Partners LLC	$392.7 million	7	0
Bridge City Capital, LLC	$354.7 million	6	0
Vergepointe Wealth Management, LLC	$283.3 million	4	0
Taurus Capital Advisors, LLC	$231.4 million	5	0
Foster & Wood, Inc.	$218.7 million	3	0
Orca Investment Management, LLC	$211.7 million	7	1
North Forty Two & Co.	$167.9 million	2	0
Wagner Planning	$144.7 million	5	0
Lifelong Wealth Management Group, LLC	$121.7 million	2	0