Company lists · Data refreshed September 2026

Top 13 Investment firms based in Lake Oswego, United States

RevenueBase identified 31 investment firms headquartered in Lake Oswego, United States as of September 2026 and tracks 143 professional contacts across them, including 40 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
31Companies
143Contacts tracked
40Verified emails
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The 13 largest investment firms based in Lake Oswego, United States

Ranked by team size
Top 13 of 31 investment firms based in Lake Oswego, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-1010

“Lifelong Wealth Management is an experienced company that isn’t worried about your net worth or the commission that comes with you.”

Source: company website · checked Sep 4, 2026
2
Clear Financial PartnersIndirect evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-109

“Clear Financial Partners is a Lake Oswego based wealth management firm dedicated to helping clients pursue their unique vision of Happiness.”

Source: company website · checked Sep 4, 2026
3
Panoramic Capital PartnersIndirect evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-106

“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: company website · checked Sep 4, 2026
4Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-106

“Progressive Investment Management is a long-established investment management firm, a leader in environmental investing, and well regarded in the socially responsible investment…”

Source: company website · checked Sep 4, 2026
5
Serene Point AdvisorsStrong evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-106

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

Source: company website · checked Sep 4, 2026
6
Wagner PlanningStrong evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
7Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
8
Portland Financial GroupIndirect evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-104

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

Source: company website · checked Sep 4, 2026
9Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-103

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment…”

Source: company website · checked Sep 4, 2026
10Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
11
Cedar Creek Financial GroupIndirect evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
12Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
13
Alpina Wealth ManagementIndirect evidence
Lake Oswego, OR, United StatesHQ checked Sep 4, 20261-101

“Comprehensive wealth management firm serving successful executives, entrepreneurs, and affluent families.”

Source: company website · checked Sep 4, 2026

Showing 13 of 31 investment firms based in Lake Oswego, United States

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Investment firms based in Lake Oswego, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
26
11-50
5

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Lake Oswego, over 31 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment 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 an evidence 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, 40 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Lake Oswego, United States?

RevenueBase identified 31 investment 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?

Lifelong Wealth Management Group, headquartered in Lake Oswego, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 40 verified decision-maker contacts tracked across these 31 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 4, 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 SmartSearch, 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.