Company lists · Data refreshed September 2026
Top 16 Asset management consultants based in Lake Oswego, United States
RevenueBase identified 39 asset management consultants headquartered in Lake Oswego, United States as of September 2026 and tracks 257 professional contacts across them, including 90 with verified work emails. New York is the largest hub.
This list covers asset management consultants headquartered in Lake Oswego, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 16 largest asset management consultants based in Lake Oswego, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 52 contacts → | ||||
Indirect evidence “At MassMutual Oregon, we help you define what you want out of life.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 51 contacts → | ||||
Indirect evidence “Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Partial evidence “Lifelong Wealth Management is an experienced company that isn’t worried about your net worth or the commission that comes with you.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 9 contacts → | ||||
Partial evidence “Clear Financial Partners is a Lake Oswego based wealth management firm dedicated to helping clients pursue their unique vision of Happiness.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “For more than 30 years, VergePointe's professional advisors have been dedicated to helping successful entrepreneurs and wealthy families manage their entire net worth.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “As your Capital Partners, our mission is to give you the foundational analysis, innovative tools, and consistent guidance needed to address each area of your financial needs.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Serene Point Advisors is an independent Registered Investment Advisor based in Portland Oregon.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Our firm specializes in helping individuals develop sound retirement strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Investments are important, but we start with you and your hopes and dreams for your future.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Portland Financial Group started providing financial planning services in 1987 and now serve clients in many states.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “Managing your financial future can be challenging and stressful.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Duke Financial Partners, LLC is a full service, independent investment advisory firm.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “At Cedar Creek we believe in transparency and reliability.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Indirect evidence “Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “Comprehensive wealth management firm serving successful executives, entrepreneurs, and affluent families.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consultants.
- Partial evidence
- Its own public description names part of asset management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 39 asset management consultants based in Lake Oswego, United States
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Asset management consultants based in Lake Oswego, United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Lake Oswego, so it is reported there. Company counts and contact totals on this page are exact for Lake Oswego, over 39 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Lake Oswego, United States whose own description of what they do matches “asset management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset management consultants, and records with no verified work email. Companies headquartered outside Lake Oswego are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 90 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset management consultants by metro in the United States
- Asset management consultants in New York471
- Asset management consultants in Atlanta207
- Asset management consultants in Houston202
- Asset management consultants in Chicago200
- Asset management consultants in Dallas200
- Asset management consultants in San Diego156
- Asset management consultants in Austin155
- Asset management consultants in Charlotte146
- Asset management consultants in Scottsdale139
- Asset management consultants in Miami133
- Asset management consultants in Boston126
- Asset management consultants in Denver126
- Asset management consultants in San Francisco123
- Asset management consultants in Los Angeles118
- Asset management consultants in Tampa116
- Asset management consultants in Portland105
- Asset management consultants in Cincinnati99
- Asset management consultants in Overland Park90
- Asset management consultants in Irvine86
- Asset management consultants in Columbus85
- Asset management consultants in Newport Beach85
- Asset management consultants in Raleigh84
- Asset management consultants in Phoenix80
- Asset management consultants in Minneapolis78
- Asset management consultants in San Antonio77
- Asset management consultants in Birmingham76
- Asset management consultants in Pittsburgh75
- Asset management consultants in Omaha74
- Asset management consultants in Boca Raton73
- Asset management consultants in Grand Rapids72
- Asset management consultants in Indianapolis71
- Asset management consultants in Seattle71
- Asset management consultants in Columbia69
- Asset management consultants in Greenville69
- Asset management consultants in Las Vegas63
- Asset management consultants in Richmond63
- Asset management consultants in Madison60
- Asset management consultants in Bellevue59
- Asset management consultants in Wilmington59
- Asset management consultants in Rochester58
- Asset management consultants in Fort Lauderdale57
- Asset management consultants in Greenwood Village57
- Asset management consultants in Colorado Springs56
- Asset management consultants in Fort Worth56
- Asset management consultants in Louisville55
- Asset management consultants in Washington55
- Asset management consultants in Springfield54
- Asset management consultants in Plano53
- Asset management consultants in Sarasota53
- Asset management consultants in Orlando51
- Asset management consultants in Lexington50
- Asset management consultants in Salt Lake City50
- Asset management consultants in Jacksonville49
- Asset management consultants in Memphis49
- Asset management consultants in Troy49
- Asset management consultants in Naples48
- Asset management consultants in Nashville48
- Asset management consultants in Tulsa47
- Asset management consultants in Tucson45
- Asset management consultants in Walnut Creek45
- Asset management consultants in Pasadena44
- Asset management consultants in Alpharetta43
- Asset management consultants in Melville42
- Asset management consultants in Philadelphia42
- Asset management consultants in Virginia Beach41
- Asset management consultants in Baton Rouge40
- Asset management consultants in Cleveland40
- Asset management consultants in Plymouth40
- Asset management consultants in Knoxville39
- Asset management consultants in Lake Oswego39
- Asset management consultants in Lincoln39
- Asset management consultants in Westlake Village39
- Asset management consultants in Brentwood38
- Asset management consultants in Buffalo38
- Asset management consultants in Coral Gables38
- Asset management consultants in Franklin38
- Asset management consultants in St Louis38
- Asset management consultants in Lafayette37
- Asset management consultants in Oklahoma City37
- Asset management consultants in Bethesda35
- Asset management consultants in Fort Collins35
- Asset management consultants in Jackson35
- Asset management consultants in Red Bank35
- Asset management consultants in Mclean34
- Asset management consultants in Roseville34
- Asset management consultants in San Jose34
- Asset management consultants in Bloomington33
- Asset management consultants in Pittsford33
- Asset management consultants in West Des Moines33
- Asset management consultants in Englewood32
- Asset management consultants in Reston32
- Asset management consultants in West Chester32
- Asset management consultants in Charleston31
- Asset management consultants in Fort Wayne31
- Asset management consultants in Greensboro31
- Asset management consultants in St. Louis31
- Asset management consultants in The Woodlands31
- Asset management consultants in Chesterfield30
- Asset management consultants in Frisco30
- Asset management consultants in Little Rock30
- Asset management consultants in Bloomfield Hills29
- Asset management consultants in Boise29
- Asset management consultants in Chattanooga29
- Asset management consultants in Honolulu29
- Asset management consultants in Kansas City29
- Asset management consultants in Littleton29
- Asset management consultants in Reno29
- Asset management consultants in Albuquerque28
- Asset management consultants in Ann Arbor28
- Asset management consultants in Annapolis28
- Asset management consultants in Carmel28
- Asset management consultants in Rockville28
- Asset management consultants in Sacramento28
- Asset management consultants in Southfield28
- Asset management consultants in Stamford28
- Asset management consultants in Westport28
- Asset management consultants in Alexandria27
- Asset management consultants in Baltimore27
- Asset management consultants in Burlington27
- Asset management consultants in Concord27
- Asset management consultants in Milwaukee27
- Asset management consultants in Princeton27
- Asset management consultants in Tallahassee27
- Asset management consultants in Vienna27
- Asset management consultants in Marietta26
- Asset management consultants in Minnetonka26
- Asset management consultants in Towson26
- Asset management consultants in Wichita26
- Asset management consultants in Woodbury26
- Asset management consultants in Arlington25
- Asset management consultants in Clearwater25
- Asset management consultants in Fort Myers25
- Asset management consultants in Lancaster25
- Asset management consultants in San Ramon25
- Asset management consultants in Santa Barbara25
- Asset management consultants in Westlake25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset management consultants are there based in Lake Oswego, United States?
RevenueBase identified 39 asset management consultants headquartered in Lake Oswego, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Massmutual Oregon, headquartered in Lake Oswego, tops this list with the largest team on record.
Which city has the most asset management consultants?
New York leads with 471 headquartered companies, followed by Atlanta (207) and Houston (202).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 90 verified decision-maker contacts tracked across these 39 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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