Company lists · Data refreshed September 2026

Top 16 Association financial advisory firms based in Lake Oswego, United States

RevenueBase identified 28 association financial advisory firms headquartered in Lake Oswego, United States as of September 2026 and tracks 255 professional contacts across them, including 133 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms 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 19, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
28Companies
255Contacts tracked
133Verified emails
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The 16 largest association financial advisory firms based in Lake Oswego, United States

Ranked by team size
Top 16 of 28 association financial advisory firms based in Lake Oswego, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 202651-20076 contacts →

Strong evidence

“FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 202611-5051 contacts →

Strong 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 19, 2026
3Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect 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 19, 2026
5Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-109 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 19, 2026
6Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial 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 19, 2026
7Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Serene Point Advisors is an independent Registered Investment Advisor based in Portland Oregon.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 202611-505 contacts →

Indirect evidence

“Our firm specializes in helping individuals develop sound retirement strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Investments are important, but we start with you and your hopes and dreams for your future.”

Source: RevenueBase Database · checked Sep 19, 2026
10Strong evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“Iron Mountain Wealth Management Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Portland Financial Group started providing financial planning services in 1987 and now serve clients in many states.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Managing your financial future can be challenging and stressful.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“Duke Financial Partners, LLC is a full service, independent investment advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At Cedar Creek we believe in transparency and reliability.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial 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 19, 2026
16Indirect evidenceLake Oswego, OR, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 16 of 28 association financial advisory firms based in Lake Oswego, United States

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Association financial advisory firms based in Lake Oswego, United States at a glance

As of Sep 19, 2026
52.2%Verified-email coverage
9.1Average contacts per company
1-10Median size (employees)
1096.4%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
7
51-200
1

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 28 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 association financial advisory firms, 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 “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, 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, 133 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 19, 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.

Association financial advisory firms by metro in the United States

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 association financial advisory firms, 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 association financial advisory firms are there based in Lake Oswego, United States?

RevenueBase identified 28 association financial advisory firms 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?

FP Transitions, headquartered in Lake Oswego, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 133 verified decision-maker contacts tracked across these 28 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 19, 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.