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Best financial advisors in Lake Oswego, OR

Registered advisers within 25 miles of Lake Oswego, OR.

Offices
965
Firms
343
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,993 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
UPTICK CAPITAL MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS, LLC
801 WEST CAPITAL MANAGEMENT, LLC
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
EXECUTIVE INVESTMENT SERVICES, LLC
NORTH FORTY TWO & CO.
PLANFUL FINANCE LLC
BOZ & COMPANY LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
ROBERTSON STEPHENS

Investors

Chelsa Elise Tiefel
WILL DIETZ
CHRISTOPHER DAVID WERNER
HOUSTON TYLER THOM
Donny Wayne Walberg
Courtney Erin Koch
Benjamin Haren
Eric James Purcell
TYLER ROBERT JAMES
Ryan Bright
Nels Hoel
SHAWN JACOB THOMSON
JARED PRENTIS BUCKMASTER
PAUL ANTHONY PASSARETTI
Christopher Dorian Taylor
Nicholas Ali Karimzadeh
DIEGO RYSTADT
JOHN D SPOONER
EMILY JANE LAPP
Eric Paxton Niedermeyer
JEFFRY KIRBY WOLFE
Dustin Edward Marlett
Joshua Wilson
Kevin Brenden
Eric John Weberg
Kent J Calhoon
Matthew David Harris
KEVIN JOSEPH KALIN
SHEREE DEMERS ARNTSON
Michelle Lynn Wanless
SCOTT ALAN THOMPSON
PRADEEP TEMPALLI
Jacqueline Thompson
Jordan Lawrence Jeffrey Fee
MICHAEL STANDIFER ELFERS
CARSTEN MICHAEL HENNINGSEN
DIANA JEAN KASPIC
Cameron Stacey Roberts
BRYCESON ROBERT CHARLTON
TODD GARY CAUDLE
David Case
SCOTT MITCHELL FREY
TODD CHARLES MEIER
KARLA RENEE PEMBERTON
CHRISTOPHER ABRAHAM WEHBEY
HAROLD DWIGHT WEST
TRAVIS JOHN KROEGER
GERALD DANIEL KROEGER
TAMMI JO ORTEGA
CHRISTOPHER ENRICO ABBRUZZESE

Within 25 miles of Lake Oswego, OR, Best Investors lists 343 registered investment advisory firms with 965 offices nearby, managing about $16.4T in combined regulatory AUM across 3,117,993 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Lake Oswego

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM