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Oregon
Lake Oswego

Find Financial Advisor Firms in Lake Oswego, OR

801 West Capital Management, LLC
Aldrich Wealth Lp
Allium Financial Advisors, LLC
Bridge City Capital, LLC
Cedar Mountain Advisors, LLC
Cgc Financial Services
Cwc Advisors, LLC
Delap Wealth Advisory, LLC
Foster & Wood, Inc
Human Investing
Jensen Investment Management Inc
North Forty Two & Co
Northmarq Fund Management, LLC
Northwest Capital Management Inc
Northwest Investment Counselors
Pacific Ridge Capital Partners, LLC
Panoramic Capital Partners LLC
Progressive Investment Management Corporation
Pure Portfolios
Quest Investment Management, LLC
Rain Capital Management
Retirement Consulting Group, Inc
Springwater Wealth Management, LLC
Taurus Capital Advisors, LLC
Vergepointe Wealth Management, LLC
Wagner Planning
Wellspring Advisors, Inc

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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