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RIAs in Lake Oswego, Oregon

Explore 24 RIAs headquartered in Lake Oswego, with $36.2B in combined reported AUM.

RIAs24Headquartered here
Total AUM$36.2BReported regulatory AUM
Total Employees262Reported by these RIAs
% of Total State AUM16.5%% Of total State AUM Reported

All RIAs in Lake Oswego

24 RIAs
Showing 1–24 of 24 RIAs

Northwest Capital Management Inc.

LAKE OSWEGO, OR
Reported AUM$8.5B
Employees11
23.6% of city AUMView RIA ↗

Aldrich Wealth LP

LAKE OSWEGO, OR
Reported AUM$7.6B
Employees42
21.1% of city AUMView RIA ↗

Jensen Investment Management Inc.

LAKE OSWEGO, OR
Reported AUM$6.5B
Employees36
17.9% of city AUMView RIA ↗

Human Investing

LAKE OSWEGO, OR
Reported AUM$2.2B
Employees28
6.2% of city AUMView RIA ↗

Quest Investment Management, LLC

LAKE OSWEGO, OR
Reported AUM$1.7B
Employees9
4.7% of city AUMView RIA ↗

Aerodigm Wealth LLC

LAKE OSWEGO, OR
Reported AUM$1.5B
Employees9
4.0% of city AUMView RIA ↗

Cedar Mountain Advisors, LLC

LAKE OSWEGO, OR
Reported AUM$1.2B
Employees10
3.3% of city AUMView RIA ↗

Cgc Financial Services

LAKE OSWEGO, OR
Reported AUM$875.8M
Employees13
2.4% of city AUMView RIA ↗

Progressive Investment Management Corporation

LAKE OSWEGO, OR
Reported AUM$758.3M
Employees8
2.1% of city AUMView RIA ↗

Allium Financial Advisors, LLC

LAKE OSWEGO, OR
Reported AUM$733.5M
Employees10
2.0% of city AUMView RIA ↗

Northmarq Fund Management, LLC

LAKE OSWEGO, OR
Reported AUM$541.3M
Employees18
1.5% of city AUMView RIA ↗

801 West Capital Management, LLC

LAKE OSWEGO, OR
Reported AUM$515.9M
Employees4
1.4% of city AUMView RIA ↗

Pacific Ridge Capital Partners, LLC

LAKE OSWEGO, OR
Reported AUM$494.6M
Employees10
1.4% of city AUMView RIA ↗

Retirement Consulting Group, Inc.

LAKE OSWEGO, OR
Reported AUM$457M
Employees4
1.3% of city AUMView RIA ↗

Cwc Advisors, LLC

LAKE OSWEGO, OR
Reported AUM$445.3M
Employees9
1.2% of city AUMView RIA ↗

Panoramic Capital Partners LLC

LAKE OSWEGO, OR
Reported AUM$392.7M
Employees7
1.1% of city AUMView RIA ↗

Bridge City Capital, LLC

LAKE OSWEGO, OR
Reported AUM$354.7M
Employees6
1.0% of city AUMView RIA ↗

Vergepointe Wealth Management, LLC

LAKE OSWEGO, OR
Reported AUM$283.3M
Employees4
0.8% of city AUMView RIA ↗

Taurus Capital Advisors, LLC

LAKE OSWEGO, OR
Reported AUM$231.4M
Employees5
0.6% of city AUMView RIA ↗

Foster & Wood, Inc.

LAKE OSWEGO, OR
Reported AUM$218.7M
Employees3
0.6% of city AUMView RIA ↗

Orca Investment Management, LLC

LAKE OSWEGO, OR
Reported AUM$211.7M
Employees7
0.6% of city AUMView RIA ↗

North Forty Two & Co.

LAKE OSWEGO, OR
Reported AUM$167.9M
Employees2
0.5% of city AUMView RIA ↗

Wagner Planning

LAKE OSWEGO, OR
Reported AUM$144.7M
Employees5
0.4% of city AUMView RIA ↗

Lifelong Wealth Management Group, LLC

LAKE OSWEGO, OR
Reported AUM$121.7M
Employees2
0.3% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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