Top Financial Advisors in Lake Oswego, Oregon
Finding the right financial advisor in Lake Oswego is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Lake Oswego, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Lake Oswego, OR.
Find the Best Financial Advisor Firms in Lake Oswego:
NORTHWEST CAPITAL MANAGEMENT INC.
CRD#: 108091
Address: 1 Centerpointe Drive Suite 115, Lake Oswego, OR 97035
Clients: 217
Average Clients per Advisor: 27
AUM: $ 7.6B
ALDRICH WEALTH LP
CRD#: 147200
Address: 5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035
Clients: 320
Average Clients per Advisor: 11
AUM: $ 6.5B
HUMAN INVESTING
CRD#: 133017
Address: 6000 Meadows Rd Suite 105, Lake Oswego, OR 97035
Clients: 920
Average Clients per Advisor: 65
AUM: $ 1.9B
CEDAR MOUNTAIN ADVISORS, LLC
CRD#: 140339
Address: 5285 Meadows Rd Suite 360, Lake Oswego, OR 97035
Clients: 583
Average Clients per Advisor: 97
AUM: $ 1.1B
DELAP WEALTH ADVISORY, LLC
CRD#: 282312
Address: 5885 Meadows Road Suite 200, Lake Oswego, OR 97035
Clients: 49
Average Clients per Advisor: 9
AUM: $ 820M
CGC FINANCIAL SERVICES
CRD#: 155446
Address: 5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
Clients: 937
Average Clients per Advisor: 234
AUM: $ 737M
How We Chose the Top Financial Advisors in Lake Oswego, Oregon
To create this list of top financial advisor firms in Lake Oswego, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Lake Oswego has to offer.
Search Financial Advisors in Lake Oswego, Oregon
Shalisa Green Beck
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Stephen Kenneth Wilmot
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Robert Burgoyne
Registered Affiliation(s):LPL FINANCIAL LLC
Randal Lyle Lishka
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
Karen Ann Goulding
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Patrick Mead
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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