Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Lake Oswego has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Lake Oswego, Oregon have an average of 17 years of experience.
Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities
Fee-Only, Flat Fee
Anthony Lishka
FRCSM, CFF®, ChFC®
Lishka Financial / LPL Financial
Qualifications
CRD# 5767664
Firm CRD# 6413
Series 7, 24, 63, 65
Minimum Assets Required
$10,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Fee-Based, Based on Assets
Matt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | $13,067,305,312 | 425 | 37 | A Percentage of AUM |
2 | 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | $5,476,500,419 | 995 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | $4,563,375,940 | 2189 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
4 | 5335 Meadows Rd, Suite 400 Lake Oswego, OR, 97035 | $1,510,306,371 | 93 | 10 | A Percentage of AUM, Fixed Fees |
5 | 6000 Meadows Rd, Suite 105 Lake Oswego, OR, 97035 | $1,416,630,044 | 2323 | 21 | A Percentage of AUM, Hourly charges |
6 | 5285 Meadows Rd, Suite 360 Lake Oswego, OR, 97035 | $726,914,201 | 2228 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | 5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035 | $618,868,674 | 3084 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | 525 3rd St, Suite 327 Lake Oswego, OR, 97034 | $577,286,655 | 2591 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | 5885 Meadows Road, Suite 860 Lake Oswego, OR, 97035 | $569,604,642 | 338 | 7 | A Percentage of AUM |
10 | 310 N. State Street, Suite 214 Lake Oswego, OR, 97034 | $506,785,910 | 459 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
11 | 4949 Meadows Road, Suite 490 Lake Oswego, OR, 97035 | $485,565,148 | 4 | 13 | A Percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS) |
12 | 310 N State Street, Suite 220 Lake Oswego, OR, 97034 | $482,160,175 | 6 | 4 | A Percentage of AUM, Performance Based |
13 | 310 N State Street, Suite 208 Lake Oswego, OR, 97034 | $462,524,222 | 706 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | 4900 Meadows Road, Suite 320 Lake Oswego, OR, 97035 | $404,978,034 | 60 | 10 | A Percentage of AUM, Performance Based |
15 | 525 3rd Street, Suite 224 Lake Oswego, OR, 97034 | $376,000,000 | 714 | 6 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 105281
Assets Under Management $13,067,305,312
No. Of Clients425
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 425 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108091
Assets Under Management $5,476,500,419
No. Of Clients995
Clients Per Financial Advisor59
NORTHWEST CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 147200
Assets Under Management $4,563,375,940
No. Of Clients2189
Clients Per Financial Advisor58
ALDRICH WEALTH LP is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2189 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110640
Assets Under Management $1,510,306,371
No. Of Clients93
Clients Per Financial Advisor9
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 93 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133017
Assets Under Management $1,416,630,044
No. Of Clients2323
Clients Per Financial Advisor111
HUMAN INVESTING is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2323 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140339
Assets Under Management $726,914,201
No. Of Clients2228
Clients Per Financial Advisor223
CEDAR MOUNTAIN ADVISORS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $727M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2228 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155446
Assets Under Management $618,868,674
No. Of Clients3084
Clients Per Financial Advisor237
CGC FINANCIAL SERVICES is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3084 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297368
Assets Under Management $577,286,655
No. Of Clients2591
Clients Per Financial Advisor370
HORST & GRABEN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2591 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327970
Assets Under Management $569,604,642
No. Of Clients338
Clients Per Financial Advisor48
NORTHWEST INVESTMENT COUNSELORS is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $570M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107777
Assets Under Management $506,785,910
No. Of Clients459
Clients Per Financial Advisor77
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $507M assets under management, the firm specializes in crafting personalized retirement planning solutions for 459 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150703
Assets Under Management $485,565,148
No. Of Clients4
Clients Per Financial Advisor0
MORRISON STREET CAPITAL, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168417
Assets Under Management $482,160,175
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 $482M 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.
QualificationsFirm CRD# 288462
Assets Under Management $462,524,222
No. Of Clients706
Clients Per Financial Advisor78
ALLIUM FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 152154
Assets Under Management $404,978,034
No. Of Clients60
Clients Per Financial Advisor6
PACIFIC RIDGE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $405M assets under management, the firm specializes in crafting personalized retirement planning solutions for 60 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158996
Assets Under Management $376,000,000
No. Of Clients714
Clients Per Financial Advisor119
RAIN CAPITAL MANAGEMENT is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 714 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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