Aldrich Wealth LP, a local investment advisory firm headquartered in Lake Oswego, OR, is committed to providing exceptional financial services to its clients. With a team of 38 dedicated professionals, including 24 experienced investment advisors, Aldrich Wealth LP offers comprehensive wealth management solutions tailored to meet the unique goals and needs of its clients. The firm stands out in the industry with its impressive average of approximately $595,080,000 in assets under management per investment advisor, surpassing the industry average. Aldrich Wealth LP's compensation structure includes various types, such as a percentage of assets under management, ensuring a strong alignment of interests between advisors and clients. With over 220 individual clients and assets under management exceeding $4,563,376,000, Aldrich Wealth LP has established a solid reputation for delivering effective financial strategies. Notably, 92% of the assets they manage are discretionary, providing clients with a trusted partner to navigate their investment decisions. Aldrich Wealth LP operates from four offices, enabling them to serve clients not only in Lake Oswego but also in surrounding areas. The firm takes pride in its team of experienced advisors, including Carl Pinkard, Darin Richards, and Abbey Rollins, who boast exceptional tenure within the company. As Aldrich Wealth LP continues to grow and succeed, they remain dedicated to providing personalized investment advisory services and helping clients achieve their long-term financial objectives.

NBC Capital Advisors is a small investment advisory firm based out of Beaverton, Oregon, with three offices. With five dedicated employees, four of whom specialize in investment advisory services, NBC Capital Advisors has established a solid presence in the financial industry. With an average of approximately $123,560,000 in assets under management per investment advisor, they align with the industry average in terms of scale. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and commissions. While less than 30% of their assets under management are attributed to 401K and individual accounts, NBC Capital Advisors possesses the capability to effectively manage employer funds. The majority, around 90%, of the assets they oversee are discretionary, highlighting their expertise in managing investments on behalf of their clients. NBC Capital Advisors primarily caters to high net worth individuals, managing a substantial amount of their assets. Additionally, the firm offers a range of services beyond investment advisory, including acting as a registered representative of a broker-dealer and serving as an insurance broker or agent. The firm boasts an extensive client base, with over 1,120 individual clients entrusting them with over $494,238,000 in assets under management. NBC Capital Advisors prides itself on its experienced team, with long-tenured advisors such as Jason Bratt, David Nanson, and Ashley Colvin leading the way. With their depth of knowledge and personalized approach, NBC Capital Advisors strives to provide exceptional financial guidance and investment strategies to their discerning clientele.

Pinnacle Wealth Advisors, a reputable investment advisory firm, is located in Clackamas, OR, and operates from two offices. With a team of six dedicated professionals, they offer comprehensive investment advisory services to their esteemed clientele. Demonstrating their expertise and trustworthiness, Pinnacle Wealth Advisors manages an impressive average of $30,060,000 in assets under management per investment advisor. The firm's compensation structure encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees. Notably, approximately 50% of their assets under management originate from employer 401Ks or individuals, indicating their proficiency in this specific field. Furthermore, a substantial 81% of the assets they handle are under discretionary management, demonstrating their ability to make informed investment decisions on behalf of their clients. Pinnacle Wealth Advisors has successfully amassed over 360 individual clients, who entrust them with an impressive $180,335,000 in assets under management. Among the firm's esteemed professionals, Tyler Nagel, Randy Gay, and Raymond Birch stand out as some of the longest tenured advisors, bringing valuable experience and insight to their clients' financial journeys. With a strong presence in the local market, Pinnacle Wealth Advisors has gained a well-deserved reputation for their knowledgeable and personalized approach to investment advisory services. Whether clients seek assistance with wealth management, retirement planning, or portfolio diversification, the firm is dedicated to helping individuals and organizations achieve their financial goals.

Spectrum Strategic Capital Management, LLC, a small investment advisory firm headquartered in Corvallis, OR, is recognized for its exceptional financial management services. With a team of six dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, the firm boasts an impressive average of $570,390,000 in assets under management per investment advisor—significantly surpassing industry standards. Spectrum Strategic Capital Management, LLC adopts a well-rounded compensation structure that encompasses various methods, including a percentage of assets under management. Catering to a diverse clientele, the firm serves over 190 individual clients, expertly managing assets exceeding $184,202,000. Although 401K and individual accounts make up less than 30% of their assets under management, the firm is fully equipped to handle employer funds. Setting itself apart from competitors, Spectrum Strategic Capital Management, LLC exercises discretionary authority over a substantial 95% of the assets it manages, providing clients with the peace of mind that their investments are in capable hands. With two offices, the firm ensures accessibility and convenience for its valued clients. Spectrum Strategic Capital Management, LLC takes pride in its team of seasoned advisors, including Nichols Cutting, Benjamin Meeker, and Greg Bachman, who have each displayed longstanding commitment to the firm. Their wealth of experience and expertise contribute significantly to the firm's continued success and ability to deliver top-notch financial services. Overall, Spectrum Strategic Capital Management, LLC stands out as a leading investment advisory firm, offering a comprehensive range of services, impressive asset management capabilities, and a dedicated team committed to helping clients achieve their financial goals.

Tru Independence Asset Management 2 is a small investment advisory firm based out of Portland, OR, boasting three offices strategically located to cater to their clients' needs. With a total of 24 dedicated employees, Tru Independence Asset Management 2 excels in providing top-tier investment advisory services, with four experts solely focused on this aspect of the business. On average, each investment advisor manages approximately $80,030,000 in assets under management, which aligns with industry standards. Tru Independence Asset Management 2 operates under a comprehensive compensation structure that includes various types of fees, such as a percentage of assets under management and fixed fees. Although 401K and individual accounts comprise less than 30% of their managed assets, the firm possesses the expertise to effectively handle employer funds. Moreover, all of the assets they manage are done so on a discretionary basis, providing clients with a seamless and hassle-free experience. Catering predominantly to high net worth individuals, Tru Independence Asset Management 2 expertly manages over $320,108,000 in assets for more than 220 individual clients. The firm's track record is strengthened by the presence of seasoned advisors like Daniel Mauser, Brittany Buffington, and Daniel Hare, who have been instrumental in building long-lasting relationships with their clients. In addition to their investment advisory services, Tru Independence Asset Management 2 also offers insurance brokerage and agent services, ensuring a comprehensive approach to wealth management. With their extensive knowledge, personalized strategies, and commitment to excellence, Tru Independence Asset Management 2 continues to be a trusted partner in helping clients achieve their financial goals.

Capstone Wealth Advisors, LLC is a well-established investment advisory firm based out of Salem, OR. With over 1,200 individual clients and more than $652,419,000 in assets under management, Capstone Wealth Advisors, LLC has gained a solid reputation in the industry. They have four offices strategically located to better serve their clients' needs. One of the key strengths of Capstone Wealth Advisors, LLC lies in their expertise in managing employer 401Ks and individual investments, which comprise approximately half of their assets under management. With a deep understanding of this space, they provide comprehensive financial solutions tailored to the unique needs and goals of their clients. Capstone Wealth Advisors, LLC offers a range of services, including investment advisory and insurance brokerage. They operate under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. This approach ensures a streamlined and efficient process, allowing their clients to focus on their financial objectives while trusting Capstone Wealth Advisors, LLC to manage their assets. The firm employs a team of nine dedicated professionals, all of whom specialize in investment advisory services. Each investment advisor at Capstone Wealth Advisors, LLC manages an average of approximately $72,490,000 in assets, which is in line with the industry average. Notably, the firm boasts a number of long-tenured advisors, including Steven Hoglund, Kosuke Takahashi, and Robert Norton, who bring a wealth of experience and expertise to the table. Capstone Wealth Advisors, LLC employs a flexible compensation structure, offering options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the payment model that aligns best with their preferences and needs. Overall, Capstone Wealth Advisors, LLC is committed to delivering exceptional service and helping their clients achieve their financial goals.

Von Borstel & Associates, a reputable investment advisory firm headquartered in The Dalles, OR, has been serving clients with excellence and integrity for over a decade. With two offices strategically located in the region, they are well-positioned to cater to a wide range of clientele. Comprising a total of nine dedicated professionals, Von Borstel & Associates boasts a team of two highly experienced investment advisors, providing expert financial guidance. Renowned for their exceptional expertise, Von Borstel & Associates manages an impressive average of $222,860,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is diverse, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and tailored solutions to meet clients' needs. A significant portion of Von Borstel & Associates' assets under management comes from employer 401Ks and individual accounts, reflecting their profound experience and success in this domain. Notably, all the assets they manage are discretionary, demonstrating their clients' trust in their investment acumen. Catering primarily to high net worth individuals, Von Borstel & Associates handles a substantial portfolio of clients, boasting over 290 individual accounts amounting to a remarkable $445,724,000 in assets under management. The firm's success is further attributed to the expertise of their seasoned advisors, including Anson Lilienthal, Wayne Von Borstel, and Craig Smith, who have contributed significantly to their clients' financial achievements. In addition to their investment advisory services, Von Borstel & Associates also serves as an insurance broker or agent, offering a comprehensive suite of financial solutions. With their client-centric approach and a track record of success, Von Borstel & Associates stands as a trusted partner in wealth management, dedicated to helping individuals and businesses achieve their financial goals.

ICON FINANCIAL SERVICES LLC is a reputable investment advisory firm based in Portland, OR. With a team of dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. With an average of $7,280,000 in assets under management per investment advisor, they demonstrate their expertise and commitment to delivering exceptional results. With over 850 individual clients, ICON FINANCIAL SERVICES LLC manages an impressive portfolio of over $1,050,000 in assets. More than 80% of these assets consist of employer 401K plans and individual accounts, showcasing their proficiency in managing both corporate and personal finances. Their extensive experience and qualifications make them highly capable of effectively handling 401K plans for employers and employees alike. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, ensuring alignment of interests between the firm and its clients. Furthermore, all the assets they manage are handled on a discretionary basis, granting clients peace of mind and the confidence that their investments are being expertly managed. With one office in Portland, ICON FINANCIAL SERVICES LLC maintains a personalized approach to client relationships, providing tailored financial solutions and guidance. Alexander Rowley and Lindsay Hessel, two of the longest tenured registered advisors with the firm, exemplify the team's dedication and knowledge. Their commitment to professionalism and client satisfaction sets them apart in the competitive investment advisory industry. ICON FINANCIAL SERVICES LLC is committed to assisting clients in achieving their financial goals through comprehensive and strategic investment management, making them a trusted partner for individuals and businesses alike.

M Financial Asset Management, Inc. is a prominent investment advisory firm headquartered in Portland, Oregon. With a team of five highly skilled professionals, they specialize in providing comprehensive investment advisory services. Their exceptional expertise has enabled them to establish a reputation for excellence in the industry. M Financial Asset Management, Inc. boasts an impressive average of approximately $738,080,000 in assets under management per investment advisor, surpassing the industry average by a substantial margin. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring a flexible approach tailored to the needs of their diverse clientele. With a strong focus on employer 401Ks and individual clients, M Financial Asset Management, Inc. has accumulated over 1,970 individual clients and manages assets totaling more than $1,109,239,000. Remarkably, all assets under their management are discretionary, allowing M Financial Asset Management, Inc. to exercise full control and decision-making authority over their clients' investments. As a locally based firm, they are deeply rooted in the Portland community, fostering strong relationships with clients and providing personalized services. With their extensive experience in the employer 401Ks and individual investment space, M Financial Asset Management, Inc. possesses an unparalleled understanding of the intricacies and dynamics of this segment. Their success is attributed to a combination of exceptional knowledge, strategic insights, and a client-centric approach. Overall, M Financial Asset Management, Inc. stands as a trusted partner for individuals and organizations seeking expert investment advisory services in the Portland area.

Quest Investment Management, LLC is a highly reputable local investment advisory firm based out of Lake Oswego, Oregon. With over 10 individual clients and a remarkable $1,510,306,000 in assets under management, they have established themselves as a leading player in the financial industry. The firm operates from a single office, strategically located in Lake Oswego. Quest Investment Management, LLC prides itself on its discretionary approach, as 100% of the assets they manage are handled with careful consideration and expertise. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management and fixed fees, ensuring a tailored approach to meet the unique needs of their clients. With a team of 10 dedicated professionals, the firm boasts a strong roster of investment advisors who offer comprehensive services. Their advisors are highly experienced, with an average of $167,810,000 in assets under management per advisor, surpassing the industry average. Notable among the team are Cameron Johnson, Gregory Sherwood, and Monte Johnson, who bring a wealth of knowledge and tenure to the firm. Quest Investment Management, LLC is committed to providing exceptional financial guidance and delivering optimal results to their discerning clientele. By leveraging their extensive expertise and market insights, they strive to assist clients in achieving their investment goals and securing their financial futures.

Optima Capital LLC, headquartered in Hillsboro, Oregon, is a prominent local investment advisory firm operating across four offices. With a team of five highly skilled professionals, they specialize in providing comprehensive investment advisory services to their clients. At Optima Capital, their main focus is on managing assets and maximizing returns for their diverse client base. With an average of $22,860,000 in assets under management per investment advisor, they demonstrate a solid track record of success. The firm's compensation structure is designed to align the interests of both the advisors and their clients, incorporating various types such as a percentage of assets under management and fixed fees. With over 450 individual clients, Optima Capital manages a substantial portfolio totaling more than $161,081,000 in assets. Notably, approximately half of these assets come from employer 401(k) plans or individual investments, reflecting their extensive experience and expertise in this space. As a testament to their dedication and commitment, Optima Capital manages 100% of their clients' assets on a discretionary basis, ensuring prompt decision-making and optimal investment strategies. Among the highly experienced team at Optima Capital, some of the longest tenured advisors include Bradley Johannes, David Evans, and Justin Boggs. Their combined expertise, along with the firm's strong reputation and local presence, positions Optima Capital LLC as a trusted partner for individuals and organizations seeking exceptional investment advisory services in the Hillsboro area and beyond.