Company lists · Data refreshed September 2026

Top 18 Senior financial planning firms based in Lake Oswego, United States

Name: Senior financial planning 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 22, 2026 42 companies tracked

RevenueBase identified 42 company matches for senior financial planning firms associated with Lake Oswego, United States as of September 2026 and tracks 330 professional contacts across them, including 135 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Lake Oswego has 42.

This list covers company matches for senior financial planning firms associated with Lake Oswego, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 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 RevenueBase SmartSearch · Exact Recorded Sep 22, 2026 How this list was built

42Companies

330Contacts tracked

135Verified emails

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The 18 largest senior financial planning firms based in Lake Oswego, United States

Ranked by team size

Top 18 of 42 company matches for senior financial planning firms based in Lake Oswego, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	FP Transitions	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	51-200	76 contacts →
	Exact match “FP Transitions is a specialized business consulting firm dedicated to wealth managers and independent financial advisors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Massmutual Oregon	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	51-200	52 contacts →
	Exact match “At MassMutual Oregon, we help you define what you want out of life.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Aldrich Wealth	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	11-50	51 contacts →
	Exact match “Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Northwest Capital Management, INC	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	11-50	13 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Lifelong Wealth Management Group	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	12 contacts →
	Exact match “Lifelong Wealth Management is an experienced company that isn’t worried about your net worth or the commission that comes with you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Clear Financial Partners	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Clear Financial Partners is a Lake Oswego based wealth management firm dedicated to helping clients pursue their unique vision of Happiness.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Panoramic Capital Partners	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Serene Point Advisors	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Serene Point Advisors is an independent Registered Investment Advisor based in Portland Oregon.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	United Financial NW	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “Our firm specializes in helping individuals develop sound retirement strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Wagner Planning	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Investments are important, but we start with you and your hopes and dreams for your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Portland Financial Group	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Portland Financial Group started providing financial planning services in 1987 and now serve clients in many states.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Hessel LAW Offices	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Comprehensive estate, business and tax planning for individuals, families and small business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Pacific Coast Investment Advisors	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Managing your financial future can be challenging and stressful.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Duke Financial Partners, LLC	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Duke Financial Partners, LLC is a full service, independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Cedar Creek Financial Group	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “At Cedar Creek we believe in transparency and reliability.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Pete's Mountain Wealth Management	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Alpina Wealth Management	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Comprehensive wealth management firm serving successful executives, entrepreneurs, and affluent families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Pacific Capital Works	Exact match	Lake Oswego, OR, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 42 senior financial planning firms based in Lake Oswego, United States

See the full list, filter by size, metro and specialty, and access 135 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in Lake Oswego, United States at a glance

As of Sep 22, 2026

40.9%Verified-email coverage

7.9Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data 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 for Lake Oswego, so it is reported there. Company counts and contact totals on this page are exact for Lake Oswego, over 42 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Lake Oswego, United States whose business descriptions match “senior financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 135 professional contacts with verified work emails across the full matched dataset. 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 22, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Senior financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Lake Oswego, United States?

RevenueBase identified 42 company matches for senior financial planning firms associated with Lake Oswego, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

FP Transitions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Lake Oswego has 42.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 135 professional contacts with verified work emails tracked across these 42 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 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.