WealthFactorFinancial advisor in Lake Oswego, OR

Also ranked: #22 of 109 investment advisors in Lake Oswego#12 of 58 wealth managers in Lake Oswego

WealthFactor is a financial advisor at 108 3rd St, Lake Oswego, OR 97034, ranked #40 of 277 financial advisors in Lake Oswego and rated 5.0 from 9 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 November 9, 20260 paid placements in any rankingHow we rank

Call (503) 477-8100 Website ↗

Key facts

Key facts about WealthFactor
Address	108 3rd St, Lake Oswego, OR 97034Get directions
Phone	(503) 477-8100
Website	wealthfactor.ai
Hours	Monday to Friday: 9 AM – 4 PM
Google rating	5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

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

Based in Lake Oswego, ORView on map

Opening hours

Opening hours for WealthFactor
Day	Hours
Monday	9 AM – 4 PM
Tuesday	9 AM – 4 PM
Wednesday	9 AM – 4 PM
Thursday	9 AM – 4 PM
Friday	9 AM – 4 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about WealthFactor

How is WealthFactor ranked in Lake Oswego?

WealthFactor is ranked #40 of 277 financial advisors in Lake Oswego by RFA Score, with 67 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 WealthFactor’s hours?

WealthFactor is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthFactor serve?

Serves Lake Oswego and 11 towns within 25 miles: Oak Grove, Milwaukie, Oatfield, Gladstone, West Linn, Oregon City, Tigard, Tualatin, Lents, Happy Valley and Portland. 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 WealthFactor?

WealthFactor has a rating of 5.0 from 9 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 WealthFactor?

Call WealthFactor on (503) 477-8100. The business is at 108 3rd St, Lake Oswego, OR 97034. 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

WealthFactor compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
WealthFactor (this business)	—	67	5.0 (9)	No	No
TenBridge Partners	#38	68	4.8 (22)	No	No	7.1 mi
NW Advisory LLC	#39	67	5.0 (11)	No	No	1.4 mi
First Republic Bank	#41	67	4.7 (20)	—	—	7.0 mi

See all 277 ranked financial advisors in Lake Oswego