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Financial Advisors in Lake Oswego, Oregon

Our hand-picked list of 8 financial advisors serving Lake Oswego, Oregon. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Lake Oswego

Financial professionals in Lake Oswego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Oregon, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Lake Oswego

801 WEST CAPITAL MANAGEMENT, LLC

310 N STATE STREET, LAKE OSWEGO, OR 97034

📞 (503) 548-••••

ALDRICH WEALTH LP

5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035

📞 (503) 620-••••

ALLIUM FINANCIAL ADVISORS, LLC

310 N STATE STREET, LAKE OSWEGO, OR 97034

📞 (877) 487-••••

BRIDGE CITY CAPITAL, LLC

ONE CENTERPOINTE DRIVE, SUITE 565, LAKE OSWEGO, OR 97035

📞 (503) 265-••••

CEDAR MOUNTAIN ADVISORS, LLC

5285 MEADOWS RD, LAKE OSWEGO, OR 97035

📞 (503) 224-••••

CGC FINANCIAL SERVICES

5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035

📞 (503) 670-••••

Cherry Creek Mortgage Company

4823 Meadows Road, Lake Oswego, OR, 97035

📞 +1-503-536-••••

Community Financial

412, A Avenue, Lake Oswego, OR, 97034

📞 +1-503-636-••••

Frequently Asked Questions

Where can I find financial advisors in Lake Oswego, Oregon?

Lake Oswego, Oregon has 8 financial advisors listed in our directory. 801 WEST CAPITAL MANAGEMENT, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Oregon?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Oregon, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Lake Oswego?

Financial professionals in Lake Oswego should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Lake Oswego?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Lake Oswego-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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