4.5+ Stars · Lake Oswego
Highly Rated Financial Advisors in Lake Oswego, OR
Only the best make this list. These financial advisors in Lake Oswego have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Lake Oswego, OR by verified customer ratings and review volume. The highest-rated is Waverly Advisors, LLC with a 5.0-star rating from 36 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.6★
Avg rating
9
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Waverly Advisors, LLC
1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035, USA
Human Investing
6000 Meadows Rd #105, Lake Oswego, OR 97035, USA
Clear Financial Partners
15573 Bangy Rd #100, Lake Oswego, OR 97035, USA
Financial 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 | Point Forward Wealth Advisors - Ameriprise Financial Services, LLC334 3rd St, Lake Oswego, OR 97034, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS®145 Evergreen Rd, Lake Oswego, OR 97034, USA | 5.0★ | 1 |
| #6 | MassMutual Oregon5885 Meadows Rd #850, Lake Oswego, OR 97035, USA | 4.2★ | 15 |
| #7 | Carson Wealth4949 Meadows Rd #600, Lake Oswego, OR 97035, USA | 5.0★ | 1 |
| #8 | Merrill Lynch Wealth Management6000 Meadows Rd, Lake Oswego, OR 97035, USA | 3.4★ | 5 |
| #9 | Oswego Crest Financial Group5000 Meadows Rd #399, Lake Oswego, OR 97035, USA | 3.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Michael F Connell, CIMA®One Centerpointe Dr Ste 111, Lake Oswego, OR 97035, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lake Oswego
Point Forward Wealth Advisors - Ameriprise Financial Services, LLC
334 3rd St, Lake Oswego, OR 97034, USA
Edward Jones - Financial Advisor: Eric J Weberg, CFP®|AAMS®
145 Evergreen Rd, Lake Oswego, OR 97034, USA
MassMutual Oregon
5885 Meadows Rd #850, Lake Oswego, OR 97035, USA
Carson Wealth
4949 Meadows Rd #600, Lake Oswego, OR 97035, USA
Merrill Lynch Wealth Management
6000 Meadows Rd, Lake Oswego, OR 97035, USA
Oswego Crest Financial Group
5000 Meadows Rd #399, Lake Oswego, OR 97035, USA
Edward Jones - Financial Advisor: Michael F Connell, CIMA®
One Centerpointe Dr Ste 111, Lake Oswego, OR 97035, USA
Edward Jones - Financial Advisor: Lori J Black
4200 Mercantile Dr Suite 760, Lake Oswego, OR 97035, USA
Wealthbridge Advisors - Ameriprise Financial Services, LLC
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035, USA
WealthFactor
155 B Ave #100, Lake Oswego, OR 97034, USA
WestPac® Wealth Partners (Lake Oswego)
5 Centerpointe Dr STE 220, Lake Oswego, OR 97035, USA
Lake Oswego, OR Branch Office - UBS Financial Services Inc.
5300 Meadows Rd #300, Lake Oswego, OR 97035, USA
David Lehman - Financial Advisor, Ameriprise Financial Services, LLC
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035, USA
Oswego Wealth Management
18840 SW Boones Ferry Rd #200, Tualatin, OR 97062, USA
Asset Preservation Wealth & Tax, Financial Advisors
4800 Meadows Rd Suite 125, Lake Oswego, OR 97035, USA
Anderson Wealth Management Group - RJ
4949 Meadows Rd #620, Lake Oswego, OR 97035, USA
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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: May 17, 2026.
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