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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 you 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 registrations check. 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 - May 13, 2024

Lake Oswego has 2 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Lake Oswego, Oregon

advisor-photo
vector.svg VERIFIED

Mark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement

Qualifications
CRD# 4975830
Firm CRD# 285773

Minimum Assets Required
$250,000

Advisory Services:

Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.

Compensation/Fee

Fee-Only, Flat Fee

advisor-photo
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Matt 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

Top 15 Retirement Planning firms in Lake Oswego, Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,067,305,31242537
A Percentage of AUM
2
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$5,476,500,41999517
A Percentage of AUM, Hourly charges, Fixed Fees
3
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200
Lake Oswego, OR, 97035
$4,563,375,940218938
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
4
QUEST INVESTMENT MANAGEMENT, LLC
5335 Meadows Rd, Suite 400
Lake Oswego, OR, 97035
$1,510,306,3719310
A Percentage of AUM, Fixed Fees
5
HUMAN INVESTING
6000 Meadows Rd, Suite 105
Lake Oswego, OR, 97035
$1,416,630,044232321
A Percentage of AUM, Hourly charges
6
CEDAR MOUNTAIN ADVISORS, LLC
5285 Meadows Rd, Suite 360
Lake Oswego, OR, 97035
$726,914,201222810
A Percentage of AUM, Hourly charges, Fixed Fees
7
CGC FINANCIAL SERVICES
5 Centerpointe Dr Suite 550,
Lake Oswego, OR, 97035
$618,868,674308413
A Percentage of AUM, Hourly charges, Fixed Fees
8
HORST & GRABEN WEALTH MANAGEMENT, LLC
525 3rd St, Suite 327
Lake Oswego, OR, 97034
$577,286,65525917
A Percentage of AUM, Hourly charges, Fixed Fees
9
NORTHWEST INVESTMENT COUNSELORS
5885 Meadows Road, Suite 860
Lake Oswego, OR, 97035
$569,604,6423387
A Percentage of AUM
10
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
310 N. State Street, Suite 214
Lake Oswego, OR, 97034
$506,785,9104596
A Percentage of AUM, Hourly charges, Fixed Fees
11
MORRISON STREET CAPITAL, LLC
4949 Meadows Road, Suite 490
Lake Oswego, OR, 97035
$485,565,148413
A Percentage of AUM, Performance Based, Other (PERCENTAGE OF CAPITAL COMMITTMENTS)
12
801 WEST CAPITAL MANAGEMENT, LLC
310 N State Street, Suite 220
Lake Oswego, OR, 97034
$482,160,17564
A Percentage of AUM, Performance Based
13
ALLIUM FINANCIAL ADVISORS, LLC
310 N State Street, Suite 208
Lake Oswego, OR, 97034
$462,524,2227069
A Percentage of AUM, Hourly charges, Fixed Fees
14
PACIFIC RIDGE CAPITAL PARTNERS, LLC
4900 Meadows Road, Suite 320
Lake Oswego, OR, 97035
$404,978,0346010
A Percentage of AUM, Performance Based
15
RAIN CAPITAL MANAGEMENT
525 3rd Street, Suite 224
Lake Oswego, OR, 97034
$376,000,0007146
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Lake Oswego, Oregon

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (PERCENTAGE OF CAPITAL COMMITTMENTS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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