City
Wealth management firms in Lake Oswego, Oregon
As of October 2, 2026, 37 wealth management firms, including broker-dealer firms, with their main office in Lake Oswego, Oregon reported $15.6 billion in regulatory assets under management; the largest by assets was Aldrich Wealth LP, with $7.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 37
- Regulatory assets under management
- $15.6 billion
- Average per firm
- $421.6 million
- SEC-registered, of those listed
- 15 of 37 (40.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Aldrich Wealth LP | SEC | $7.6 billion | 2,477 |
| 2 | Aerodigm Wealth LLC | SEC | $1.5 billion | 819 |
| 3 | Cedar Mountain Advisors, LLC | SEC | $1.2 billion | 2,433 |
| 4 | CGC Financial Services | SEC | $875.8 million | 3,103 |
| 5 | Progressive Investment Management Corporation | SEC | $758.3 million | 473 |
| 6 | Allium Financial Advisors, LLC | SEC | $733.5 million | 934 |
| 7 | The Lam Group, Inc. | SEC | $507.4 million | 270 |
| 8 | Panoramic Capital Partners LLC | SEC | $392.7 million | 712 |
| 9 | Vergepointe Wealth Management, LLC | SEC | $283.3 million | 215 |
| 10 | Taurus Capital Advisors, LLC | SEC | $231.4 million | 263 |
| 11 | Orca Investment Management, LLC | SEC | $211.7 million | 557 |
| 12 | Swiftwater Capital | SEC | $170.9 million | 201 |
| 13 | North Forty Two & Co. | SEC | $167.9 million | 263 |
| 14 | Wagner Planning | SEC | $144.7 million | 397 |
| 15 | Lifelong Wealth Management Group, LLC | SEC | $121.7 million | 187 |
| 16 | Parish & Company LLC | State | $104.5 million | 46 |
| 17 | Executive Investment Services, LLC | State | $91.7 million | 153 |
| 18 | Handy & Company Financial Advisors, Inc. | State | $68.7 million | 215 |
| 19 | Keturi Investment Management, LLC | State | $68.6 million | 33 |
| 20 | D. Mattersdorff LLC | State | $61.9 million | 57 |
| 21 | Oswego Private Wealth Management | State | $60.5 million | 149 |
| 22 | Planful Finance LLC | State | $53.7 million | 60 |
| 23 | Davidson & Watson Financial | State | $42.8 million | 252 |
| 24 | Gradow Capital Management, LLC | State | $33.8 million | 9 |
| 25 | Serene Point Advisors LLC | State | $32.9 million | 115 |
| 26 | WBH Financial Services, LLC | State | $31.7 million | 46 |
| 27 | Maxiam Capital, LLC | State | $24.1 million | 9 |
| 28 | Mar Financial | State | $22.2 million | 103 |
| 29 | Boz & Company LLC | State | $15.9 million | 116 |
| 30 | Tandem Views Investment Services, LLC | State | $7.6 million | 35 |
| 31 | TBG Investing | State | $3.4 million | 12 |
| 32 | Aegis Financial Advisory | State | $0 | 0 |
| 33 | Cascara Financial Planning LLC | State | $0 | 0 |
| 34 | Lettin Wealth Management Group, Inc. | State | $0 | 0 |
| 35 | Rose City Investment Consulting LLC | State | $0 | 0 |
| 36 | Stoneholt Wealth | State | $0 | 0 |
| 37 | Worry-in-Order | State | $0 | 0 |
Wealth management firms in Oregon, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.