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Find Top Financial Advisors in Lake Oswego, Oregon

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lake Oswego, Oregon
Last Updated - 23-Nov-2022

Lake Oswego has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 66 non-vetted advisors in your local area. These financial advisors in Lake Oswego, Oregon have an average of 8 years of experience.

NOTE: The list of financial advisors in Lake Oswego, Oregon mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lake Oswego, Oregon.

Qualified Financial Advisors in Lake Oswego, Oregon
Financial Advisor Experience AUM Minimum Assets Fee Structure
William Cartee
EDELMAN FINANCIAL ENGINES, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Lake Oswego

Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA
98683
Phone Number 425-247-2970

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Top Financial Advisor Firms in Lake Oswego, Oregon (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road , Suite 200,
Lake Oswego, OR 97035-3623
$14,495,257,651 933 A percentage of AUM
ALDRICH WEALTH LP
5665 Sw Meadows Rd , Suite 200,
Lake Oswego, OR 97035
$4,774,644,173 2092 A percentage of AUM
Hourly charges
Fixed fees
HUMAN INVESTING
525 3rd Street , Suite 331,
Lake Oswego, OR 97034
$1,639,632,759 2111 A percentage of AUM
Hourly charges
MATISSE CAPITAL
4949 Meadows Road , Suite 200,
Lake Oswego, OR 97035
$1,602,501,027 742 A percentage of AUM
Hourly charges
Fixed fees
CEDAR MOUNTAIN ADVISORS, LLC
5285 Meadows Rd , Suite 360,
Lake Oswego, OR 97035
$863,778,428 1932 A percentage of AUM
Hourly charges
Fixed fees
HORST & GRABEN WEALTH MANAGEMENT, LLC
3 Centerpointe Drive , Ste 410,
Lake Oswego, OR 97035
$605,526,887 2485 A percentage of AUM
Hourly charges
Fixed fees
NORTHWEST INVESTMENT COUNSELORS
5885 Meadows Road, Suite 860,
Lake Oswego, OR 97035
$601,212,000 867 A percentage of AUM
RAIN CAPITAL MANAGEMENT
525 3rd Street , Suite 224,
Lake Oswego, OR 97034
$437,179,560 684 A percentage of AUM
Fixed fees
RETIREMENT CONSULTING GROUP, INC.
5 Centerpointe Drive , Suite 400,
Lake Oswego, OR 97035
$361,919,658 182 A percentage of AUM
Fixed fees
DELAP WEALTH ADVISORY, LLC
5885 Meadows Road , Suite 200,
Lake Oswego, OR 97035
$253,089,719 286 A percentage of AUM
Hourly charges
Fixed fees
VERGEPOINTE WEALTH MANAGEMENT, LLC
5285 Meadows Road , Suite 161,
Lake Oswego, OR 97035
$226,362,704 85 A percentage of AUM
Hourly charges
Fixed fees
CWC ADVISORS, LLC
5800 Meadows Road , Suite 230,
Lake Oswego, OR 97035-8899
$152,500,000 159 A percentage of AUM
FOSTER & WOOD, INC.
5 Centerpointe Drive , Suite 400,
Lake Oswego, OR 97035
$137,409,513 179 A percentage of AUM
Fixed fees
WAGNER PLANNING
5285 Meadows Road , Suite 310,
Lake Oswego, OR 97035
$108,556,182 347 A percentage of AUM
Fixed fees
REALLOCATE
525 3rd Street, Suite 200,
Lake Oswego, OR 97034
$1,300,000 1 A percentage of AUM

    List of Additional Advisors in Lake Oswego, Oregon*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brent Highberger
    Inquire with Brent
    4800 SW Meadows Rd, Ste 400, Lake Oswego, OR  97035 503-534-3463
    Adam M. Anderson
    Inquire with Adam
    4800 SW Meadows Rd, Ste 400, Lake Oswego, OR  97035 503-534-3421
    Bridge City Advisors
    Inquire with Bridge
    201 B Ave, Ste 240, Lake Oswego, OR  97034 503-635-8192
    Tyler James
    Inquire with Tyler
    2 Centerpointe Dr, Ste 360, Lake Oswego, OR  97035 503-620-7500
    Sean Stansfield
    Inquire with Sean
    5000 SW Meadows Rd, Ste 450, Lake Oswego, OR  97035 503-595-2110
    Kale Chalmers
    Inquire with Kale
    5000 SW Meadows Rd, Ste 450, Lake Oswego, OR  97035 503-595-2110
    Jared Buckmaster
    Inquire with Jared
    2 Centerpointe Dr, Ste 360, Lake Oswego, OR  97035 503-620-7500
    Shawn Thomson
    Inquire with Shawn
    2 Centerpointe Dr, Ste 360, Lake Oswego, OR  97035 503-620-7500
    Dale Donaldson
    Inquire with Dale
    5000 Meadows Rd, Ste 450, Lake Oswego, OR  97035 503-595-2110
    Joshua T Gregory
    Inquire with Joshua
    5000 Meadows Rd, Ste 450, Lake Oswego, OR  97035 503-595-2110
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?