Investment adviser firms in LAKE OSWEGO, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
24 firms · Source months shown: August 2026
- 801 WEST CAPITAL MANAGEMENT, LLCCRD 168417 · LAKE OSWEGO, OR$515,861,941.00Regulatory AUM · August 2026
- AERODIGM WEALTH LLCCRD 282312 · LAKE OSWEGO, OR$1,463,229,855.00Regulatory AUM · August 2026
- ALDRICH WEALTH, LIMITED PARTNERSHIPCRD 147200 · LAKE OSWEGO, OR$7,615,331,850.00Regulatory AUM · August 2026
- ALLIUM FINANCIAL ADVISORS, LLCCRD 288462 · LAKE OSWEGO, OR$733,507,437.00Regulatory AUM · August 2026
- BRIDGE CITY CAPITAL, LLCCRD 148828 · LAKE OSWEGO, OR$354,734,297.00Regulatory AUM · August 2026
- CEDAR MOUNTAIN ADVISORS, LLCCRD 140339 · LAKE OSWEGO, OR$1,197,759,928.00Regulatory AUM · August 2026
- CGC FINANCIAL SERVICES, LLCCRD 155446 · LAKE OSWEGO, OR$875,784,975.00Regulatory AUM · August 2026
- CWC ADVISORS, LLCCRD 127739 · LAKE OSWEGO, OR$445,346,348.00Regulatory AUM · August 2026
- FOSTER & WOOD, INC.CRD 165362 · LAKE OSWEGO, OR$218,692,762.00Regulatory AUM · August 2026
- HUMAN INVESTING, LLCCRD 133017 · LAKE OSWEGO, OR$2,224,161,775.00Regulatory AUM · August 2026
- JENSEN INVESTMENT MANAGEMENT INCCRD 105281 · LAKE OSWEGO, OR$6,477,451,866.00Regulatory AUM · August 2026
- LIFELONG WEALTH MANAGEMENT GROUP, LLCCRD 291661 · LAKE OSWEGO, OR$121,740,000.00Regulatory AUM · August 2026
- NORTH FORTY TWO & CO.CRD 148417 · LAKE OSWEGO, OR$167,919,555.00Regulatory AUM · August 2026
- NORTHMARQ FUND MANAGEMENT, LLCCRD 150703 · LAKE OSWEGO, OR$541,267,495.00Regulatory AUM · August 2026
- NORTHWEST CAPITAL MANAGEMENT INCCRD 108091 · LAKE OSWEGO, OR$8,518,580,384.00Regulatory AUM · August 2026
- ORCA INVESTMENT MANAGEMENT, LLCCRD 144377 · LAKE OSWEGO, OR$211,654,859.00Regulatory AUM · August 2026
- PACIFIC RIDGE CAPITAL PARTNERS, LLCCRD 152154 · LAKE OSWEGO, OR$494,561,845.00Regulatory AUM · August 2026
- PANORAMIC CAPITAL PARTNERS LLCCRD 331349 · LAKE OSWEGO, OR$392,668,358.00Regulatory AUM · August 2026
- PROGRESSIVE INVESTMENT MANAGEMENT CORPORATIONCRD 107777 · LAKE OSWEGO, OR$758,314,156.00Regulatory AUM · August 2026
- QUEST INVESTMENT MANAGEMENT, LLCCRD 110640 · LAKE OSWEGO, OR$1,709,267,441.00Regulatory AUM · August 2026
- RETIREMENT CONSULTING GROUP, INC.CRD 311184 · LAKE OSWEGO, OR$456,974,867.00Regulatory AUM · August 2026
- TAURUS CAPITAL ADVISORS, LLCCRD 137633 · LAKE OSWEGO, OR$231,430,442.00Regulatory AUM · August 2026
- VERGEPOINTE WEALTH MANAGEMENT, LLCCRD 151425 · LAKE OSWEGO, OR$283,324,092.00Regulatory AUM · August 2026
- WAGNER FINANCIAL, LLCCRD 318448 · LAKE OSWEGO, OR$144,746,111.00Regulatory AUM · August 2026