Firms by city
Registered investment advisers in Lake Oswego, OR
24 SEC-registered advisers headquartered in Lake Oswego, listed by regulatory assets under management as reported on Form ADV.
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24 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Northwest Capital Management | Lake Oswego, OR | $8.52B |
| Aldrich Wealth, Limited Partnership | Lake Oswego, OR | $7.62B |
| Jensen Investment Management | Lake Oswego, OR | $6.48B |
| Human Investing | Lake Oswego, OR | $2.22B |
| Quest Investment Management | Lake Oswego, OR | $1.71B |
| Aerodigm Wealth | Lake Oswego, OR | $1.46B |
| Cedar Mountain Advisors | Lake Oswego, OR | $1.2B |
| CGC Financial Services | Lake Oswego, OR | $876M |
| Progressive Investment Management | Lake Oswego, OR | $758M |
| Allium Financial Advisors | Lake Oswego, OR | $734M |
| Northmarq Fund Management | Lake Oswego, OR | $541M |
| 801 West Capital Management | Lake Oswego, OR | $516M |
| Pacific Ridge Capital Partners | Lake Oswego, OR | $495M |
| Retirement Consulting Group | Lake Oswego, OR | $457M |
| CWC Advisors | Lake Oswego, OR | $445M |
| Panoramic Capital Partners | Lake Oswego, OR | $393M |
| Bridge City Capital | Lake Oswego, OR | $355M |
| VergePointe Wealth Management | Lake Oswego, OR | $283M |
| Taurus Capital Advisors | Lake Oswego, OR | $231M |
| Foster & Wood | Lake Oswego, OR | $219M |
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $8.52B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $7.62B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $6.48B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $2.22B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $1.71B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $1.46B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $1.2B
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $876M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $758M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $734M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $541M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $516M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $495M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $457M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $445M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $393M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $355M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $283M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $231M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $219M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Lake Oswego on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Oregon.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.