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 |
|---|---|---|
| Orca Investment Management | Lake Oswego, OR | $212M |
| North Forty Two & Co. | Lake Oswego, OR | $168M |
| Wagner Financial | Lake Oswego, OR | $145M |
| Lifelong Wealth Management Group | Lake Oswego, OR | $122M |
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $212M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $168M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $145M
- Headquarters
- Lake Oswego, OR
- Regulatory AUM
- $122M
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.