Data / Investment advisers / Oregon / Lake Oswego
Investment advisers in Lake Oswego, OR: 26 firms, $36.2 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
26 investment advisers have their main office in Lake Oswego, Oregon: 24 SEC registered and 2 exempt reporting. The registered advisers report $36.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Northwest Capital Management Inc. with $8.5 billion.
The request: Every investment adviser in Lake Oswego, Oregon with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 26Advisers
- 24SEC registered
- 2Exempt reporting
- $36.2 billionTotal AUM
- 24Advisers over $100 million
- 4Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | 301 | 11 | Not listed | (503) 597-1616 | adviserinfo.sec.gov | |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | 2,477 | 42 | Not listed | (503) 620-5329 | adviserinfo.sec.gov | |
| Jensen Investment Management Inc. | Lake Oswego | $6.48 billion | 937 | 36 | Not listed | (503) 726-4384 | adviserinfo.sec.gov | |
| Human Investing | Lake Oswego | $2.22 billion | 3,382 | 28 | Not listed | (503) 905-3100 | humaninvesting.com | adviserinfo.sec.gov |
| Quest Investment Management, LLC | Lake Oswego | $1.71 billion | 125 | 9 | Not listed | (503) 221-0158 | questinvestment.com | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | $1.46 billion | 819 | 9 | Not listed | (503) 697-4118 | delapwa.com | adviserinfo.sec.gov |
| Cedar Mountain Advisors, LLC | Lake Oswego | $1.20 billion | 2,433 | 10 | Not listed | (503) 224-6868 | cmapdx.com | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | $875.8 million | 3,103 | 13 | Not listed | (503) 670-1958 | cgcfinancialservices.com | adviserinfo.sec.gov |
| Progressive Investment Management Corporation | Lake Oswego | $758.3 million | 473 | 8 | Not listed | (503) 224-7828 | adviserinfo.sec.gov | |
| Allium Financial Advisors, LLC | Lake Oswego | $733.5 million | 934 | 10 | Not listed | (877) 487-6860 | alliumfinancial.com | adviserinfo.sec.gov |
| Northmarq Fund Management, LLC | Lake Oswego | $541.3 million | 8 | 18 | Not listed | (503) 952-0700 | northmarq.com | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | $515.9 million | 6 | 4 | 4 | (503) 548-1730 | 801westllc.com | adviserinfo.sec.gov |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | $494.6 million | 55 | 10 | Not listed | (503) 886-8970 | pacificridgecapital.com | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | 192 | 4 | Not listed | (503) 225-1700 | retirementconsulting.com | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | $445.3 million | 1,189 | 9 | 1 | (503) 968-0950 | cwcgroup.com | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | $392.7 million | 712 | 7 | Not listed | (503) 937-7819 | adviserinfo.sec.gov | |
| Bridge City Capital, LLC | Lake Oswego | $354.7 million | 40 | 6 | Not listed | (503) 265-8554 | bridgecitycap.com | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | 215 | 4 | Not listed | (503) 684-0100 | vergepointe.com | adviserinfo.sec.gov |
| Taurus Capital Advisors, LLC | Lake Oswego | $231.4 million | 263 | 5 | Not listed | (503) 756-2972 | adviserinfo.sec.gov | |
| Foster & Wood, Inc. | Lake Oswego | $218.7 million | 222 | 3 | Not listed | (503) 785-9844 | fosterandwood.com | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | $211.7 million | 557 | 7 | Not listed | (503) 582-9500 | orcaim.com | adviserinfo.sec.gov |
| North Forty Two & Co. | Lake Oswego | $167.9 million | 263 | 2 | Not listed | (503) 417-2970 | adviserinfo.sec.gov | |
| Wagner Planning | Lake Oswego | $144.7 million | 397 | 5 | Not listed | (503) 342-0038 | wagnerplanning.com | adviserinfo.sec.gov |
| Lifelong Wealth Management Group, LLC | Lake Oswego | $121.7 million | 187 | 2 | Not listed | (503) 747-6534 | llwmg.com | adviserinfo.sec.gov |
| Ironside Capital LLC | Lake Oswego | Not listed | Not listed | Not listed | 10 | (503) 530-6267 | ironsidecapgroup.com | adviserinfo.sec.gov |
| Uptick Capital Management, LLC | Lake Oswego | Not listed | Not listed | Not listed | 4 | (877) 487-6860 | uptickhedgemgmt.com | adviserinfo.sec.gov |
Advisers in Lake Oswego that manage private funds
4 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Ironside Capital LLC | Lake Oswego | OR | 10 | Not listed | 10 | Not listed | Not listed | $93.8 million | Not listed | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $456.7 million | $515.9 million | adviserinfo.sec.gov |
| Uptick Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $100.6 million | Not listed | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | OR | 1 | Not listed | Not listed | Not listed | 1 | $39.3 million | $445.3 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.