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Top RIA Firms in Lake Oswego, Oregon
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Lake Oswego, Oregon. This hub covers 24 matching firms with $36.2B in total reported AUM and median AUM of $505.2M.
Firms
24
Matching current profiles
Total AUM
$36.2B
Reported regulatory AUM
Median AUM
$505.2M
Across firms with AUM
Largest firm
$8.5B
Northwest Capital Management INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Northwest Capital Management INC. CRD 108091 · Corporation | LAKE OSWEGO, OR | $8.5B May 2026 | +$967.5M+12.8% | +$3.0B+55.5% | +$2.9B+50.5% | +$6.8B+403.1% | -6 employees-35.3% over 3Y | -694 accounts-69.7% over 3Y |
| 2. Aldrich Wealth LP CRD 147200 · Limited Partnership | LAKE OSWEGO, OR | $7.6B Mar 2026 | +$2.0B+36.7% | +$2.8B+59.5% | +$5.6B+282.0% | +$7.1B+1380.5% | +9 employees+27.3% over 3Y | +385 accounts+18.4% over 3Y |
| 3. Jensen Investment Management INC. CRD 105281 · Corporation | LAKE OSWEGO, OR | $6.5B Mar 2026 | -$4.8B-42.4% | -$6.6B-50.4% | -$5.9B-47.8% | +$989.1M+18.0% | -1 employees-2.7% over 3Y | +512 accounts+120.5% over 3Y |
| 4. Human Investing CRD 133017 · Limited Liability Company | LAKE OSWEGO, OR | $2.2B Mar 2026 | +$344.6M+18.3% | +$584.5M+35.6% | +$966.4M+76.8% | +$1.9B+572.0% | +7 employees+33.3% over 3Y | +1,271 accounts+60.2% over 3Y |
| 5. Quest Investment Management, LLC CRD 110640 · Limited Liability Company | LAKE OSWEGO, OR | $1.7B Mar 2026 | +$190.5M+12.5% | -$90.9M-5.1% | -$6.5M-0.4% | -$147.3M-7.9% | -1 employees-10.0% over 3Y | +30 accounts+31.6% over 3Y |
| 6. Aerodigm Wealth LLC CRD 282312 · Limited Liability Company | LAKE OSWEGO, OR | $1.5B May 2026 | +$643.3M+78.5% | +$1.1B+360.4% | +$1.3B+940.6% | +$1.4B+1327.1% | +4 employees+80.0% over 3Y | +436 accounts+113.8% over 3Y |
| 7. Cedar Mountain Advisors, LLC CRD 140339 · Limited Liability Company | LAKE OSWEGO, OR | $1.2B Mar 2026 | +$133.3M+12.5% | +$470.8M+64.8% | +$448.9M+59.9% | +$1.1B+845.9% | 0 employees+0.0% over 3Y | +205 accounts+9.2% over 3Y |
| 8. Cgc Financial Services CRD 155446 · Limited Liability Company | LAKE OSWEGO, OR | $875.8M Mar 2026 | +$211.1M+31.8% | +$256.9M+41.5% | +$405.4M+86.2% | +$770.5M+732.0% | 0 employees+0.0% over 3Y | +19 accounts+0.6% over 3Y |
| 9. Progressive Investment Management Corporation CRD 107777 · Corporation | LAKE OSWEGO, OR | $758.3M Mar 2026 | +$58.0M+8.3% | +$112.2M+17.4% | +$311.6M+69.8% | +$229.4M+43.4% | +2 employees+33.3% over 3Y | +11 accounts+2.4% over 3Y |
| 10. Allium Financial Advisors, LLC CRD 288462 · Limited Liability Company | LAKE OSWEGO, OR | $733.5M Mar 2026 | +$94.6M+14.8% | +$271.0M+58.6% | +$463.6M+171.8% | +$595.1M+430.0% | +1 employees+11.1% over 3Y | +228 accounts+32.3% over 3Y |
| 11. Northmarq Fund Management, LLC CRD 150703 · Limited Liability Company | LAKE OSWEGO, OR | $541.3M Mar 2026 | +$49.6M+10.1% | +$55.7M+11.5% | +$120.4M+28.6% | +$257.0M+90.4% | +5 employees+38.5% over 3Y | +4 accounts+100.0% over 3Y |
| 12. 801 West Capital Management, LLC CRD 168417 · Limited Liability Company | LAKE OSWEGO, OR | $515.9M Mar 2026 | +$58.3M+12.7% | +$33.7M+7.0% | +$49.8M+10.7% | +$105.5M+25.7% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Pacific Ridge Capital Partners, LLC CRD 152154 · Limited Liability Company | LAKE OSWEGO, OR | $494.6M Apr 2026 | +$101.9M+25.9% | +$89.6M+22.1% | -$82.3M-14.3% | +$417.6M+542.2% | 0 employees+0.0% over 3Y | -5 accounts-8.3% over 3Y |
| 14. Retirement Consulting Group, INC. CRD 311184 · Corporation | LAKE OSWEGO, OR | $457.0M Mar 2026 | +$89.9M+24.5% | +$95.1M+26.3% | — | — | -1 employees-20.0% over 3Y | +10 accounts+5.5% over 3Y |
| 15. Cwc Advisors, LLC CRD 127739 · Limited Liability Company | LAKE OSWEGO, OR | $445.3M Apr 2026 | +$23.9M+5.7% | +$297.5M+201.2% | +$322.8M+263.5% | +$244.9M+122.2% | +2 employees+28.6% over 3Y | +251 accounts+26.8% over 3Y |
| 16. Panoramic Capital Partners LLC CRD 331349 · Limited Liability Company | LAKE OSWEGO, OR | $392.7M Mar 2026 | +$129.5M+49.2% | — | — | — | +3 employees+75.0% over 1Y | +183 accounts+34.6% over 1Y |
| 17. Bridge City Capital, LLC CRD 148828 · Limited Liability Company | LAKE OSWEGO, OR | $354.7M Apr 2026 | -$38.5M-9.8% | +$151.9M+74.9% | +$83.2M+30.6% | +$307.1M+644.8% | -1 employees-14.3% over 3Y | +14 accounts+53.8% over 3Y |
| 18. Vergepointe Wealth Management, LLC CRD 151425 · Limited Liability Company | LAKE OSWEGO, OR | $283.3M Mar 2026 | +$54.9M+24.0% | +$70.7M+33.3% | +$92.5M+48.4% | +$182.0M+179.5% | 0 employees+0.0% over 3Y | +130 accounts+152.9% over 3Y |
| 19. Taurus Capital Advisors, LLC CRD 137633 · Limited Liability Company | LAKE OSWEGO, OR | $231.4M Mar 2026 | +$64.2M+38.4% | +$113.6M+96.3% | — | +$113.6M+96.3% | 0 employees+0.0% over 3Y | +38 accounts+16.9% over 3Y |
| 20. Foster & Wood, INC. CRD 165362 · Corporation | LAKE OSWEGO, OR | $218.7M Mar 2026 | +$54.4M+33.1% | +$81.3M+59.2% | +$103.0M+89.1% | +$103.0M+89.1% | +1 employees+50.0% over 3Y | +43 accounts+24.0% over 3Y |
| 21. Orca Investment Management, LLC CRD 144377 · Limited Liability Company | LAKE OSWEGO, OR | $211.7M May 2026 | +$28.2M+15.4% | +$74.3M+54.1% | +$56.4M+36.3% | +$98.8M+87.5% | 0 employees+0.0% over 3Y | -6 accounts-1.1% over 3Y |
| 22. Springwater Wealth Management, LLC CRD 167539 · Limited Liability Company | LAKE OSWEGO, OR | $203.9M Mar 2026 | +$34.6M+20.4% | +$33.1M+19.4% | +$38.3M+23.2% | +$91.9M+82.0% | -1 employees-33.3% over 3Y | -92 accounts-18.5% over 3Y |
| 23. North Forty Two & CO. CRD 148417 · Corporation | LAKE OSWEGO, OR | $167.9M Mar 2026 | +$8.2M+5.2% | +$39.0M+30.3% | — | +$48.4M+40.5% | 0 employees+0.0% over 3Y | +21 accounts+8.7% over 3Y |
| 24. Wagner Planning CRD 318448 · Limited Liability Company | LAKE OSWEGO, OR | $144.7M Mar 2026 | +$16.8M+13.1% | +$49.6M+52.1% | — | — | 0 employees+0.0% over 3Y | +38 accounts+10.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.