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Waverly Advisors, LLCFinancial advisor in Lake Oswego, OR

Waverly Advisors, LLC is a financial advisor at 1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035, ranked #14 of 277 financial advisors in Lake Oswego and rated 5.0 from 36 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Oswego, ORUpdated 0 paid placements in any rankingHow we rank

Call (877) 261-0015Website ↗

Key facts

Key facts about Waverly Advisors, LLC
Address1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035Get directions
Phone(877) 261-0015
Websitewaverly-advisors.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 3 PM
Google rating5.0 from 36 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Sherwood, Oatfield, West Linn, Gladstone, Portland and Oregon City.

Based in Lake Oswego, ORView on map

Opening hours

Opening hours for Waverly Advisors, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Waverly Advisors, LLC

How is Waverly Advisors, LLC ranked in Lake Oswego?

Waverly Advisors, LLC is ranked #14 of 277 financial advisors in Lake Oswego by RFA Score, with 72 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Waverly Advisors, LLC’s hours?

Waverly Advisors, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Waverly Advisors, LLC serve?

Serves Lake Oswego and 11 towns within 25 miles: Tigard, Tualatin, Oak Grove, Milwaukie, Beaverton, Sherwood, Oatfield, West Linn, Gladstone, Portland and Oregon City. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Waverly Advisors, LLC?

Waverly Advisors, LLC has a rating of 5.0 from 36 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Waverly Advisors, LLC?

Call Waverly Advisors, LLC on (877) 261-0015. The business is at 1 Centerpointe Dr Ste 120, Lake Oswego, OR 97035. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Waverly Advisors, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Waverly Advisors, LLC (this business)—725.0 (36)NoNo
Green Line NW, LLC#12724.7 (65)NoNo5.1 mi
Oregonians Credit Union#13724.7 (102)NoNo10.1 mi
Bridgetown Wealth Management#15725.0 (63)NoNo8.5 mi

See all 277 ranked financial advisors in Lake Oswego