Company lists · Data refreshed September 2026

Top 16 Private client accounting firms based in Lake Oswego, United States

Name: Private client accounting firms based in Lake Oswego, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 40 companies tracked

RevenueBase identified 40 private client accounting firms headquartered in Lake Oswego, United States as of September 2026 and tracks 373 professional contacts across them, including 149 with verified work emails. New York is the largest hub.

This list covers private client accounting 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 5, 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 5, 2026 86% judged on-target in blind review

40Companies

373Contacts tracked

149Verified emails

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The 16 largest private client accounting firms based in Lake Oswego, United States

Ranked by team size

Top 16 of 40 private client accounting firms based in Lake Oswego, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting 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.
#	Company	Headquarters	Employees	Contacts
1	Delap LLPIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	51-200	113
	“Tax, Assurance, Business Advisory, Wealth Advisory, Managed IT Services – all under one roof.” Source: company website · checked Sep 5, 2026
2	Massmutual OregonIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	51-200	52
	“At MassMutual Oregon, we help you define what you want out of life.” Source: company website · checked Sep 5, 2026
3	Aldrich WealthIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	11-50	51
	“Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Source: company website · checked Sep 5, 2026
4	Maginnis & Carey LLPStrong evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	11-50	18
	“At Maginnis & Carey, we offer our clients more than accounting and tax expertise.” Source: company website · checked Sep 5, 2026
5	Clear Financial PartnersPartial evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	9
	“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 5, 2026
6	VergepointeIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	11-50	8
	“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: company website · checked Sep 5, 2026
7	Panoramic Capital PartnersIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	6
	“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 5, 2026
8	The Michael L. Larson Company, P.CPartial evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	11-50	6
	“Founded in 2001 by Michael Larson, the firm offers tax, financial consulting, and accounting services in healthcare, manufacturing, energy, real estate and other industries.” Source: company website · checked Sep 5, 2026
9	Portland Financial GroupPartial evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	4
	“Portland Financial Group started providing financial planning services in 1987 and now serve clients in many states.” Source: company website · checked Sep 5, 2026
10	Hessel LAW OfficesIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	3
	“Comprehensive estate, business and tax planning for individuals, families and small business owners.” Source: company website · checked Sep 5, 2026
11	Williamson & Associates, LLPIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	11-50	2
	Source: company website · checked Sep 5, 2026
12	Duke Financial Partners, LLCIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“Duke Financial Partners, LLC is a full service, independent investment advisory firm.” Source: company website · checked Sep 5, 2026
13	Cedar Creek Financial GroupIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“At Cedar Creek we believe in transparency and reliability.” Source: company website · checked Sep 5, 2026
14	Pacific Coast Investment AdvisorsIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“Managing your financial future can be challenging and stressful.” Source: company website · checked Sep 5, 2026
15	Alpina Wealth ManagementIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	1
	“Comprehensive wealth management firm serving successful executives, entrepreneurs, and affluent families.” Source: company website · checked Sep 5, 2026
16	Pacific Capital WorksIndirect evidence	Lake Oswego, OR, United StatesHQ checked Sep 5, 2026	1-10	1
	“I help global executives optimize their financial lives through investment management, wealth management, and virtual family office services-supported by a team of specialists and…” Source: company website · checked Sep 5, 2026

Showing 16 of 40 private client accounting firms based in Lake Oswego, United States

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Private client accounting firms based in Lake Oswego, United States at a glance

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

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 40 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 private client accounting 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 “private client accounting 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 private client accounting 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, 149 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 5, 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.

Private client accounting firms by metro in the United States

Frequently asked

How many private client accounting firms are there based in Lake Oswego, United States?

RevenueBase identified 40 private client accounting 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?

Delap LLP, headquartered in Lake Oswego, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 149 verified decision-maker contacts tracked across these 40 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 5, 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.