RIAs in LAKE OSWEGO, OR

41 RIAs based in LAKE OSWEGO, Oregon managing a combined $36.8B.

NORTHWEST CAPITAL MANAGEMENT INC.

RIA

LAKE OSWEGO, OR

AUM $8.5BTEAM 11REPS 13

ALDRICH WEALTH LP

RIA

LAKE OSWEGO, OR

AUM $7.6BTEAM 42REPS 29

JENSEN INVESTMENT MANAGEMENT INC.

RIA

LAKE OSWEGO, OR

AUM $6.5BTEAM 36REPS 10

HUMAN INVESTING

RIA

LAKE OSWEGO, OR

AUM $2.2BTEAM 28REPS 18

QUEST INVESTMENT MANAGEMENT, LLC

RIA

LAKE OSWEGO, OR

AUM $1.7BTEAM 9REPS 7

AERODIGM WEALTH LLC

RIA

LAKE OSWEGO, OR

AUM $1.5BTEAM 9REPS 7

CEDAR MOUNTAIN ADVISORS, LLC

RIA

LAKE OSWEGO, OR

AUM $1.2BTEAM 10REPS 6

CGC FINANCIAL SERVICES

RIA

LAKE OSWEGO, OR

AUM $876MTEAM 13REPS 8

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

RIA

LAKE OSWEGO, OR

AUM $758MTEAM 8REPS 5

ALLIUM FINANCIAL ADVISORS, LLC

RIA

LAKE OSWEGO, OR

AUM $734MTEAM 10REPS 7

NORTHMARQ FUND MANAGEMENT, LLC

RIA

LAKE OSWEGO, OR

AUM $541MTEAM 18REPS 5

801 WEST CAPITAL MANAGEMENT, LLC

RIA

LAKE OSWEGO, OR

AUM $516MTEAM 4REPS 3

PACIFIC RIDGE CAPITAL PARTNERS, LLC

RIA

LAKE OSWEGO, OR

AUM $495MTEAM 10REPS 7

RETIREMENT CONSULTING GROUP, INC.

RIA

LAKE OSWEGO, OR

AUM $457MTEAM 4REPS 3

CWC ADVISORS, LLC

RIA

LAKE OSWEGO, OR

AUM $445MTEAM 9REPS 5

PANORAMIC CAPITAL PARTNERS LLC

RIA

LAKE OSWEGO, OR

AUM $393MTEAM 7REPS 6

BRIDGE CITY CAPITAL, LLC

RIA

LAKE OSWEGO, OR

AUM $355MTEAM 6REPS 8

VERGEPOINTE WEALTH MANAGEMENT, LLC

RIA

LAKE OSWEGO, OR

AUM $283MTEAM 4REPS 4

TAURUS CAPITAL ADVISORS, LLC

RIA

LAKE OSWEGO, OR

AUM $231MTEAM 5REPS 4

FOSTER & WOOD, INC.

RIA

LAKE OSWEGO, OR

AUM $219MTEAM 3REPS 3

ORCA INVESTMENT MANAGEMENT, LLC

RIA

LAKE OSWEGO, OR

AUM $212MTEAM 7REPS 11

NORTH FORTY TWO & CO.

RIA

LAKE OSWEGO, OR

AUM $168MTEAM 2REPS 2

WAGNER PLANNING

RIA

LAKE OSWEGO, OR

AUM $145MTEAM 5REPS 1

LIFELONG WEALTH MANAGEMENT GROUP, LLC

RIA

LAKE OSWEGO, OR

AUM $122MTEAM 2REPS 2

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