Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Lake Oswego, Oregon
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Lake Oswego, Oregon
Last Updated - April 25, 2025Lake Oswego has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 non-vetted advisors in your local area. These retirement advisors in Lake Oswego, Oregon have an average of 22 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Lake Oswego, Oregon
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Lake Oswego, Oregon (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | $13,438,401,059 | 431 | 41 | A percentage of AUM |
| 2 | 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | $6,856,132,947 | 1409 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | $5,572,244,811 | 2352 | 40 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 4 | 6000 Meadows Rd, Suite 105 Lake Oswego, OR, 97035 | $1,640,569,894 | 2481 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 5335 Meadows Rd, Suite 400 Lake Oswego, OR, 97035 | $1,518,748,866 | 80 | 10 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 5285 Meadows Rd, Suite 360 Lake Oswego, OR, 97035 | $870,055,587 | 2364 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035 | $664,670,956 | 2857 | 14 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 310 N State Street, Suite 208 Lake Oswego, OR, 97034 | $638,921,337 | 680 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 310 N. State Street, Suite 214 Lake Oswego, OR, 97034 | $625,560,244 | 472 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 5885 Meadows Road, Suite 200 Lake Oswego, OR, 97035 | $545,647,028 | 497 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 4949 Meadows Road, Suite 490 Lake Oswego, OR, 97035 | $505,230,456 | 4 | 16 | A percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS) |
| 12 | 310 N State Street, Suite 220 Lake Oswego, OR, 97034 | $465,293,642 | 6 | 4 | A percentage of AUM, Performance Based |
| 13 | 4900 Meadows Road, Suite 320 Lake Oswego, OR, 97035 | $442,442,071 | 68 | 10 | A percentage of AUM, Performance Based |
| 14 | 5 Centerpointe Drive, Suite 400 Lake Oswego, OR, 97035 | $367,084,480 | 195 | 4 | A percentage of AUM, Fixed fees |
| 15 | 1 Centerpointe Drive, Suite 120 Lake Oswego, OR, 97035 | $360,472,868 | 803 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Lake Oswego, Oregon
QualificationsFirm CRD# 105281
Assets Under Management $13,438,401,059
No. Of Clients431
Clients Per Financial Advisor11
JENSEN INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 431 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108091
Assets Under Management $6,856,132,947
No. Of Clients1409
Clients Per Financial Advisor83
NORTHWEST CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1409 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 147200
Assets Under Management $5,572,244,811
No. Of Clients2352
Clients Per Financial Advisor59
ALDRICH WEALTH LP is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2352 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (TAX SERVICES)
QualificationsFirm CRD# 133017
Assets Under Management $1,640,569,894
No. Of Clients2481
Clients Per Financial Advisor113
HUMAN INVESTING is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2481 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (TAX CONSULTING AND COMPLIANCE SERVICES)
QualificationsFirm CRD# 110640
Assets Under Management $1,518,748,866
No. Of Clients80
Clients Per Financial Advisor8
QUEST INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 140339
Assets Under Management $870,055,587
No. Of Clients2364
Clients Per Financial Advisor236
CEDAR MOUNTAIN ADVISORS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $870M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2364 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 155446
Assets Under Management $664,670,956
No. Of Clients2857
Clients Per Financial Advisor204
CGC FINANCIAL SERVICES is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2857 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 288462
Assets Under Management $638,921,337
No. Of Clients680
Clients Per Financial Advisor68
ALLIUM FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $639M assets under management, the firm specializes in crafting personalized retirement planning solutions for 680 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 107777
Assets Under Management $625,560,244
No. Of Clients472
Clients Per Financial Advisor67
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 282312
Assets Under Management $545,647,028
No. Of Clients497
Clients Per Financial Advisor83
DELAP WEALTH ADVISORY, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 497 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 150703
Assets Under Management $505,230,456
No. Of Clients4
Clients Per Financial Advisor0
NORTHMARQ FUND MANAGEMENT, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $505M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENTAGE OF CAPITAL COMMITTMENTS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 168417
Assets Under Management $465,293,642
No. Of Clients6
Clients Per Financial Advisor2
801 WEST CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 152154
Assets Under Management $442,442,071
No. Of Clients68
Clients Per Financial Advisor7
PACIFIC RIDGE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 311184
Assets Under Management $367,084,480
No. Of Clients195
Clients Per Financial Advisor49
RETIREMENT CONSULTING GROUP, INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $367M assets under management, the firm specializes in crafting personalized retirement planning solutions for 195 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 311002
Assets Under Management $360,472,868
No. Of Clients803
Clients Per Financial Advisor134
PURE PORTFOLIOS is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 803 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bend, Oregon
- Retirement Planners in Lake Oswego, Oregon
- Retirement Planners in Portland, Oregon
Looking for more choices? Use our free match service to compare retirement planners serving your area.