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.
43 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
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Lake Oswego, OR
AUM
$758.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
503-224-7828
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
NORTHMARQ FUND MANAGEMENT, LLC
Lake Oswego, OR
AUM
$541.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
503-952-0700
801 WEST CAPITAL MANAGEMENT, LLC
Lake Oswego, OR
AUM
$515.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-548-1730
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
CWC ADVISORS, LLC
Lake Oswego, OR
AUM
$445.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-968-0950
PANORAMIC CAPITAL PARTNERS LLC
Lake Oswego, OR
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
503-937-7819
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
FOSTER & WOOD, INC.
Lake Oswego, OR
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-785-9844
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
NORTH FORTY TWO & CO.
Lake Oswego, OR
AUM
$167.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
503-417-2970
WAGNER PLANNING
Lake Oswego, OR
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-342-0038
LIFELONG WEALTH MANAGEMENT GROUP, LLC
Lake Oswego, OR
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-747-6534
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