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🤫 Directory · consent-first

Near 97035. Lake Oswego.

24 financial advisors & firms and 12 insurance agents verified near Lake Oswego, OR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97035

Jensen Investment Management INC.0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $6.5B AUM

CRD 105281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northwest Capital Management INC.0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8.5B AUM

CRD 108091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quest Investment Management, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.7B AUM

CRD 110640 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cwc Advisors, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $445M AUM

CRD 127739 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Total Assets Management, INC.0 mi

RIA firm · Portland, OR 97035 · Registered investment adviser · $1M AUM

CRD 129050 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Human Investing0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $2.2B AUM

CRD 133017 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gradow Capital Management, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $34M AUM

CRD 133071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegis Financial Advisory0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 137602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Taurus Capital Advisors, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $231M AUM

CRD 137633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cedar Mountain Advisors, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.2B AUM

CRD 140339 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Parish & Company LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $105M AUM

CRD 142713 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Orca Investment Management, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $212M AUM

CRD 144377 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aldrich Wealth LP0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $7.6B AUM

CRD 147200 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bridge City Capital, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $355M AUM

CRD 148828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lettin Wealth Management Group, INC.0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 149116 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northmarq Fund Management, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $541M AUM

CRD 150703 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vergepointe Wealth Management, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $283M AUM

CRD 151425 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pacific Ridge Capital Partners, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $495M AUM

CRD 152154 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Handy & Company Financial Advisors, INC.0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $69M AUM

CRD 154417 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cgc Financial Services0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $876M AUM

CRD 155446 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Foster & Wood, INC.0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $219M AUM

CRD 165362 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tandem Views Investment Services, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8M AUM

CRD 281611 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Rose City Investment Consulting LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 281760 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Wbh Financial Services, LLC0 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $32M AUM

CRD 282071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 97035

Lauri Alexander0 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
David Shin0 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Brian Miller1.9 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Stephen Berry1.9 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Keely Schmidt1.9 mi

Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Alex Paulson2.7 mi

Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Julie Nagaria5.1 mi

Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Brian Woodbury5.1 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Allen Rahrich5.1 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Robin Byrd5.1 mi

Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
John Nogueira9.1 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Joshua Merrion9.1 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lake Oswego, OR.

  • Lake Oswego, OR2 mi
  • Portland, OR3 mi
  • Portland, OR3 mi
  • Portland, OR3 mi
  • Tualatin, OR4 mi
  • Beaverton, OR5 mi
  • West Linn, OR5 mi
  • Portland, OR6 mi
  • Portland, OR7 mi
  • Beaverton, OR7 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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