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Same-Day Financial Advisors in Lake Oswego, OR
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Lake Oswego, OR by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Waverly Advisors, LLC with a 5.0-star rating from 36 Google reviews and an RNM Score of 78/100. Also in the top tier: Human Investing and Clear Financial Partners. The average rating across all listed financial advisors in Lake Oswego is 4.6 stars from 9 reviews per business on average.
Financial advisors in Lake Oswego typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Oswego Crest Financial Group
Oswego Crest Financial Group stands out as a top-ranked advisor due to its strong local reputation and comprehensive, personalized financial planning services.
Most Reviewed
Edward Jones - Financial Advisor: Lori J Black
A high review count indicates broad client experience and trust, reflecting consistent service quality and reliability over time.
When choosing a financial advisor in Lake Oswego, consider meeting with multiple firms to compare their fee structures, investment philosophies, and communication styles. Verify credentials and check for any conflicts of interest before committing.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
9
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 36 reviews in Lake Oswego.
1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035, USA5.0-star rating from 16 Google reviews for trusted financial guidance in Lake Oswego.
6000 Meadows Rd #105, Lake Oswego, OR 97035, USATrusted by clients, this Lake Oswego advisor maintains a strong 4.8-star rating from dozens of reviews.
15573 Bangy Rd #100, Lake Oswego, OR 97035, USAFinancial Advisors Rankings in Lake Oswego, OR
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Waverly Advisors, LLC1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035, USA | 5.0★ | 36 |
| #2 | Human Investing6000 Meadows Rd #105, Lake Oswego, OR 97035, USA | 5.0★ | 16 |
| #3 | Clear Financial Partners15573 Bangy Rd #100, Lake Oswego, OR 97035, USA | 4.8★ | 22 |
| #4 | Asset Preservation Wealth & Tax, Financial Advisors4800 Meadows Rd Suite 125, Lake Oswego, OR 97035, USA | 4.8★ | 18 |
| #5 | Anderson Wealth Management Group - RJ4949 Meadows Rd #620, Lake Oswego, OR 97035, USA | 5.0★ | 6 |
| #6 | Oswego Wealth Management18840 SW Boones Ferry Rd #200, Tualatin, OR 97062, USA | 5.0★ | 2 |
| #7 | WealthFactor155 B Ave #100, Lake Oswego, OR 97034, USA | 5.0★ | 10 |
| #8 | MassMutual Oregon5885 Meadows Rd #850, Lake Oswego, OR 97035, USA | 4.2★ | 15 |
| #9 | WestPac® Wealth Partners (Lake Oswego)5 Centerpointe Dr STE 220, Lake Oswego, OR 97035, USA | 4.8★ | 18 |
| #10 | Merrill Lynch Wealth Management6000 Meadows Rd, Lake Oswego, OR 97035, USA | 3.4★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lake Oswego
Trusted by clients with a near-perfect 4.8-star rating from 18 reviews.
4800 Meadows Rd Suite 125, Lake Oswego, OR 97035, USA
Exceptional 5.0-star rating from a handful of Google reviews in Lake Oswego.
4949 Meadows Rd #620, Lake Oswego, OR 97035, USA
Trusted financial advisor with a perfect 5.0-star rating from local reviews.
18840 SW Boones Ferry Rd #200, Tualatin, OR 97062, USA
5.0 stars from 10 Google reviews for a Lake Oswego financial advisor.
155 B Ave #100, Lake Oswego, OR 97034, USA
4.2 stars from 15 reviews, reflecting solid client satisfaction.
5885 Meadows Rd #850, Lake Oswego, OR 97035, USA
Trusted by clients with an exceptional 4.8-star rating from dozens of reviews.
5 Centerpointe Dr STE 220, Lake Oswego, OR 97035, USA
A Lake Oswego financial advisor with a 3.4-star rating from 5 Google reviews.
6000 Meadows Rd, Lake Oswego, OR 97035, USA
Mixed 3.0-star rating based on a small number of reviews.
5000 Meadows Rd #399, Lake Oswego, OR 97035, USA
Exceptional 5.0-star rating from 3 Google reviews for local financial guidance.
4200 Mercantile Dr Suite 760, Lake Oswego, OR 97035, USA
5.0-star rating from a small number of Google reviews for this Lake Oswego advisor.
145 Evergreen Rd, Lake Oswego, OR 97034, USA
A 5.0-star rating from a small number of Google reviews signals strong client satisfaction.
4949 Meadows Rd #600, Lake Oswego, OR 97035, USA
Consistently earns perfect 5.0-star ratings from its clients.
One Centerpointe Dr Ste 111, Lake Oswego, OR 97035, USA
Earns a perfect 5.0-star rating from its initial Google reviews in Lake Oswego.
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035, USA
No reviews yet for this Lake Oswego financial advisor.
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035, USA
Mixed 2.5-star rating based on only 2 customer reviews.
5300 Meadows Rd #300, Lake Oswego, OR 97035, USA
Rated 5.0 stars from one Google review, indicating strong client satisfaction.
334 3rd St, Lake Oswego, OR 97034, USA
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Financial Advisors in Lake Oswego, OR — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 78/100 | 5.0 ★ | 36 |
| 2 | Human Investing | 74/100 | 5.0 ★ | 16 |
| 3 | Clear Financial Partners | 72/100 | 4.8 ★ | 22 |
| 4 | Asset Preservation Wealth & Tax, Financial Advisors | 71/100 | 4.8 ★ | 18 |
| 5 | Anderson Wealth Management Group - RJ | 69/100 | 5.0 ★ | 6 |
| 6 | Oswego Wealth Management | 64/100 | 5.0 ★ | 2 |
| 7 | WealthFactor | 71/100 | 5.0 ★ | 10 |
| 8 | MassMutual Oregon | 60/100 | 4.2 ★ | 15 |
| 9 | WestPac® Wealth Partners (Lake Oswego) | 71/100 | 4.8 ★ | 18 |
| 10 | Merrill Lynch Wealth Management | 41/100 | 3.4 ★ | 5 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Lake Oswego
What is a fiduciary financial advisor and why does it matter in Lake Oswego?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Lake Oswego, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Lake Oswego?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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