#1Cedar Mountain Advisors, LLC
CEDAR MOUNTAIN ADVISORS, LLC
Based in Lake Oswego, OR
Retirement Plan Advisors in Lake Oswego, OR
The top-ranked retirement plan advisors serving Lake Oswego, OR are Cedar Mountain Advisors, LLC, Foster & Wood, Inc. and Human Investing. We list 45 retirement plan advisors serving Lake Oswego, OR. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Lake Oswego, OR (Clackamas County). 45 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Lake Oswego
#2Foster & Wood, Inc.
FOSTER & WOOD, INC.Based in Lake Oswego, OR#3Human Investing
HUMAN INVESTING, LLCBased in Lake Oswego, OR#4Northwest Capital Management Inc.
NORTHWEST CAPITAL MANAGEMENT INCBased in Lake Oswego, OR#5Panoramic Capital Partners LLC
PANORAMIC CAPITAL PARTNERS LLCBased in Lake Oswego, OR#6Retirement Consulting Group, Inc.
RETIREMENT CONSULTING GROUP, INC.Based in Lake Oswego, OR#7Vergepointe Wealth Management, LLC
VERGEPOINTE WEALTH MANAGEMENT, LLCBased in Lake Oswego, OR#8Swiftwater Capital
PAYNE CAPITAL LLCServes this area from Lake Oswego, OR (1 mi)#9Aldrich Wealth LP
ALDRICH WEALTH, LIMITED PARTNERSHIPServes this area from Lake Oswego, OR (1 mi)#10Matisse Capital
DESCHUTES PORTFOLIO STRATEGY, LLCServes this area from Tigard, OR (2 mi)
20 more providers serving this area
- Sellwood Investment Partners LLC, Tigard, OR (2 mi)
- Tru Independence Asset Management 2, LLC, Tigard, OR (2 mi)
- Tru Independence Asset Management, LLC, Tigard, OR (2 mi)
- Price Financial Group Wealth Management, Inc., Tigard, OR (3 mi)
- Smb Financial Services, Inc., Tigard, OR (3 mi)
- Tpg Financial Advisors, LLC, Tigard, OR (3 mi)
- Range Financial Group, LLC, Tigard, OR (3 mi)
- Continuity Wealth Management, Corp., Portland, OR (4 mi)
- Veridan Wealth, West Linn, OR (5 mi)
- Vision Capital Management Inc, Portland, OR (5 mi)
- Preisz Financial, Portland, OR (5 mi)
- Zuna, LLC, Portland, OR (6 mi)
- Samara Capital, Beaverton, OR (6 mi)
- Pinnacle Wealth Advisors, OR
- Skyline Financial Northwest, Portland, OR (7 mi)
- Deschutes Investment Consulting, LLC, Portland, OR (7 mi)
- True North Retirement Advisors, LLC, OR
- Rvk, Inc., Portland, OR (7 mi)
- Stancorp Investment Advisers, Inc., Portland, OR (7 mi)
- Tenbridge Partners LLC, Portland, OR (7 mi)
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Frequently asked questions
How many retirement plan advisors serve Lake Oswego?
We list 45 retirement plan advisors serving Lake Oswego, OR: 7 based there and 38 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lake Oswego?
The top-ranked retirement plan advisors serving Lake Oswego, OR are Cedar Mountain Advisors, LLC, Foster & Wood, Inc., Human Investing, Northwest Capital Management Inc. and Panoramic Capital Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lake Oswego are verified against official records?
10 of the top 10 match an active official record: Cedar Mountain Advisors, LLC (U.S. Securities and Exchange Commission), Foster & Wood, Inc. (U.S. Securities and Exchange Commission), Human Investing (U.S. Securities and Exchange Commission), Northwest Capital Management Inc. (U.S. Securities and Exchange Commission) and Panoramic Capital Partners LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .