Falists

Oregon · 43 advisers

Financial Advisors in Lake Oswego, Oregon

Looking for a financial advisor in Lake Oswego, Oregon? Falists indexes 43 SEC-registered and state-registered investment advisers in Lake Oswego — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 42 firms list a website you can visit directly. Firms in this directory manage up to $8.52B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

43

With website

42

Largest AUM

$8.52B

Financial planning

29

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth37Planning29Trusts35Retirement14Institutional18

Top advisors in Lake Oswego

Ranked by AUM · Fees, team & specialties at a glance

View all 43 →

HUMAN INVESTING

Lake Oswego, OR

AUM

$2.22B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

18 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503-905-3100

Full profileVisit site →

WAGNER PLANNING

Lake Oswego, OR

AUM

$144.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503-342-0038

Full profileVisit site →
View all 43 advisors in Lake Oswego

More cities in Oregon

Portland (99)Bend (25)Beaverton (21)Eugene (16)Salem (9)Hillsboro (7)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Lake Oswego, Oregon?
43 registered investment advisers are listed in our Lake Oswego directory, sourced from public SEC filings.
What types of advisors are in Lake Oswego?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Lake Oswego?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.