NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR
AUM
$8.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-597-1616
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OR, LAKE OSWEGO
18 advisers found
ALDRICH WEALTH LP
Lake Oswego, OR
AUM
$7.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
503-620-5329
JENSEN INVESTMENT MANAGEMENT INC.
Lake Oswego, OR
AUM
$6.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
503-726-4384
HUMAN INVESTING
Lake Oswego, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-905-3100
QUEST INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$1.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
503-221-0158
AERODIGM WEALTH LLC
Lake Oswego, OR
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(503) 697-4118
CEDAR MOUNTAIN ADVISORS, LLC
Lake Oswego, OR
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-224-6868
CGC FINANCIAL SERVICES
Lake Oswego, OR
AUM
$875.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
503-670-1958
ALLIUM FINANCIAL ADVISORS, LLC
Lake Oswego, OR
AUM
$733.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-487-6860
PACIFIC RIDGE CAPITAL PARTNERS, LLC
Lake Oswego, OR
AUM
$494.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
503-886-8970
RETIREMENT CONSULTING GROUP, INC.
Lake Oswego, OR
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-225-1700
BRIDGE CITY CAPITAL, LLC
Lake Oswego, OR
AUM
$354.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
503-265-8554
VERGEPOINTE WEALTH MANAGEMENT, LLC
Lake Oswego, OR
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-684-0100
TAURUS CAPITAL ADVISORS, LLC
Lake Oswego, OR
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-756-2972
ORCA INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$211.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(503)582-9500
OSWEGO PRIVATE WEALTH MANAGEMENT
Lake Oswego, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-931-8104
GREENBRIDGE INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$49.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5035059699
BOZ & COMPANY LLC
Lake Oswego, OR
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-790-2317