Home › Business Search › Oregon › Lake Oswego › Financial Planner

Best Financial Planners in Lake Oswego, Oregon

3 businesses
Filters
Business type
Location
3 listings
Clear all
Oregon×Lake Oswego×Financial Planner×Clear All

Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Lake Oswego
34Average BizScore
36Top BizScore
0%AI Visibility 50 or higher
48Average SEO score
4.9Average Google rating (3 rated)

Top Financial Planners in Lake Oswego

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-3 of 3 Financial Planners listings in Lake Oswego, OR · page 1 of 1

#1Waverly Advisors, LLC

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
W

Score breakdown

AI Visibility21
SEO49
Freshness-
AI Ready-
  • Financial Planner
  • Lake Oswego, Oregon
  • (877) 261-0015
  • waverlyadvisors.com
Ranked #5 of 6 Financial Planner listings in Lake OswegoScores updated Jun 8, 2026

#2Asset Preservation Wealth & Tax, Financial Advisors

4.8 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Asset Preservation Wealth & Tax, Financial Advisors website

Score breakdown

AI Visibility21
SEO49
Freshness-
AI Ready-
  • Financial Planner
  • Lake Oswego, Oregon
  • (503) 446-4300
  • assetpreservationwealthandtax.com
Ranked #4 of 6 Financial Planner listings in Lake OswegoScores updated Jun 8, 2026

#3Lifelong Wealth Management

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Lifelong Wealth Management website

Score breakdown

AI Visibility10
SEO45
Freshness-
AI Ready-
  • Financial Planner
  • Lake Oswego, Oregon
  • (503) 747-6534
  • lifelongwealthmanagement.com
Ranked #6 of 6 Financial Planner listings in Lake OswegoScores updated Jun 11, 2026
Is this your business? Claim your free listing →

BizScoreAI ranks 3 financial planners in Lake Oswego, Oregon by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Lake Oswego ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Lake Oswego, Oregon does BizScoreAI track?

3 financial planners in Lake Oswego currently meet the profile-quality bar for this page, with an average BizScore of 34 and a top score of 36.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Lake Oswego score 50 or higher.

Is being listed free?

Yes. Every financial planner in Lake Oswego is listed and scored for free, and claiming a listing is free too.