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.

Costello Financial Planning, Inc. is a reputable small investment advisory firm based out of Bend, Oregon. With over 60 individual clients and a staggering $115,657,000 in assets under management, they have established themselves as a trusted financial partner. Their success can be attributed to their comprehensive range of services, including accounting and financial planning. Despite the fact that 401K and individual accounts make up less than 30% of their assets under management, Costello Financial Planning, Inc. possesses the expertise and capacity to effectively handle employer funds. Impressively, 79% of the assets they manage are discretionary, reflecting their clients' confidence in their investment decisions. The firm primarily serves high-net-worth individuals, managing the majority of their substantial assets. Costello Financial Planning, Inc. has a diverse compensation structure that includes a percentage of assets under management, as well as fixed fees. This ensures that their clients receive tailored financial advice that aligns with their unique needs and goals. With a total of two employees, both of whom provide investment advisory services, the team at Costello Financial Planning, Inc. maintains a high level of personal attention and dedication to their clients. On average, each investment advisor manages approximately $57,830,000 in assets, a figure that is consistent with the industry average. Notably, Robert Costello and Paul Costello are two of the longest-tenured registered advisors at the firm, bringing a wealth of experience and knowledge to their clients' financial plans. Costello Financial Planning, Inc. stands out in the industry for their commitment to excellence, professionalism, and comprehensive financial solutions.

Ascent Capital, a local investment advisory firm headquartered in Bend, OR, is dedicated to providing exceptional financial services to their clients. With a team of eight highly skilled professionals, including six investment advisors, Ascent Capital specializes in managing assets for high net worth individuals. With an average of $119,690,000 in assets under management per investment advisor, their expertise and experience are evident. Ascent Capital's compensation structure is designed to align their interests with their clients' success. They employ various compensation types, such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial relationship. With over 180 individual clients and a staggering $348,605,000 in assets under management, Ascent Capital has established a strong presence in the investment advisory industry. While the majority of their assets are discretionary, they also have the capability to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets. The firm takes pride in its longstanding advisors, including Krista Charlton, Scott Agnew, and Wesley Price, who have contributed significantly to Ascent Capital's success. Their commitment to client satisfaction and personalized service has earned them a solid reputation among the local community. Ascent Capital's sole office in Bend serves as the hub for their operations, allowing them to efficiently manage and grow their clients' portfolios. With their expertise, dedication, and track record, Ascent Capital is well-positioned to help clients navigate the complex world of investments and achieve their financial goals.

Strategy Cap, LLC is a reputable investment advisory firm located in Bend, Oregon. With over 20 individual clients and more than $48,119,000 in assets under management, they have established themselves as a trusted partner in financial planning. While their main focus is on managing high net worth individual accounts, they also possess the expertise to handle employer funds. Strategy Cap, LLC operates from a single office and all their assets under management, totaling 100%, are managed on a discretionary basis. The firm's compensation structure is designed to provide flexibility and cater to diverse client needs. They offer various types of fees, including a percentage of assets under management, fixed fees, and hourly charges. With a commitment to personalized service, Strategy Cap, LLC ensures that every client receives tailored investment advice and solutions. The team at Strategy Cap, LLC consists of two dedicated employees who are all registered advisors. On average, each investment advisor manages approximately $24,060,000 in assets. Daniel Evans and Jared Pearson, two of the longest tenured advisors with the firm, bring extensive experience and expertise to their roles. With their collective knowledge and a client-centric approach, Strategy Cap, LLC is well-equipped to assist individuals and businesses in achieving their financial goals.

Sundowner Capital Management LLC, headquartered in Bend, Oregon, is a small investment advisory firm that caters to a diverse clientele seeking professional financial management services. With a team of two dedicated employees, including one experienced investment advisor, Sundowner Capital Management provides personalized investment advisory services to individual clients and employer 401K plans. The firm's impressive average assets under management per investment advisor amount to approximately $140,560,000, significantly surpassing the industry average. Sundowner Capital Management prides itself on its deep expertise in managing assets, particularly in the employer 401K and individual investment spaces. With over $86,754,000 in assets under management for more than 40 individual clients, the firm has established a strong track record of success. An impressive 90% of the assets under their management are discretionary, indicating the trust and confidence their clients have in their investment strategies. Operating out of a single office, Sundowner Capital Management has been serving its clients since 2008, and one of its key advisors, Douglas Downer, boasts an extensive tenure with the firm. The compensation structure at Sundowner Capital Management includes various types, such as a percentage of assets under management, ensuring that the firm's success is aligned with the financial well-being of their valued clients. As a boutique investment advisory firm, Sundowner Capital Management sets itself apart by offering personalized and tailored financial solutions, allowing clients to navigate the complex world of investments with confidence and peace of mind.

My Legacy Advisors, LLC is a distinguished investment advisory firm operating out of Bend, Oregon. With a team of 10 dedicated professionals, they offer a wide range of financial services to individuals and businesses alike. Five of their experienced advisors specialize in providing investment advisory services, boasting an average of $58,140,000 in assets under management per advisor, which aligns with the industry average. The firm prides itself on its client-centric approach, with over 300 individual clients who have entrusted them with a substantial portfolio totaling over $298,491,000 in assets under management. A notable aspect of their clientele is that approximately half of their assets under management come from employer 401Ks or individuals, showcasing their expertise in this particular domain. Moreover, all the assets under their management are handled on a discretionary basis, demonstrating their commitment to making informed investment decisions on behalf of their clients. In addition to their investment advisory services, My Legacy Advisors, LLC also excels as an insurance broker or agent. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' best interests. With two offices in Bend, Oregon, My Legacy Advisors, LLC has established a strong local presence in the area. The firm is known for its long-standing advisors, including Mathew Hunnicutt, Matthew Hobson, and Suzanne Daniel, who bring extensive experience and expertise to their clients. Their dedication to providing personalized financial solutions and their deep-rooted ties to the community make My Legacy Advisors, LLC a trusted partner for individuals and businesses seeking sound financial guidance.

Asi Wealth Management & Consulting Services, a prominent investment advisory firm based in Bend, OR, is dedicated to providing comprehensive financial guidance and consulting services. With five offices strategically located, Asi Wealth Management & Consulting Services is well-positioned to cater to the diverse needs of their clientele. With a team of 17 dedicated professionals, including eight highly skilled investment advisors, Asi Wealth Management & Consulting Services possesses the expertise to assist individuals and businesses in achieving their financial goals. Their investment advisors boast an impressive track record, managing an average of approximately $183,220,000 in assets per advisor, which exceeds the industry average. Asi Wealth Management & Consulting Services offers a flexible compensation structure that accommodates various client preferences, including a percentage of assets under management and fixed fees. They understand that each client has unique requirements and tailor their services accordingly. A significant portion of the assets managed by Asi Wealth Management & Consulting Services, approximately 58%, is discretionary, demonstrating their clients' confidence in their expertise and ability to make sound investment decisions. With over 180 individual clients, Asi Wealth Management & Consulting Services has successfully accumulated over $1,465,728,000 in assets under management. The firm's longevity and success are also reflected in the tenure of their experienced advisors, including John Bellman, Randy Miller, and Ceneth Schoettler, who have played pivotal roles in serving their clients with integrity and professionalism. Asi Wealth Management & Consulting Services prides itself on their commitment to providing personalized financial solutions, leveraging their expertise and industry knowledge to navigate the complexities of the financial landscape for their valued clients.

JGP Wealth Management, LLC is a prominent investment advisory firm headquartered in Bend, OR, specializing in providing comprehensive wealth management solutions to its diverse client base. With over 270 individual clients and an impressive $888,914,000 in assets under management, JGP Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals. With two offices strategically located in Bend, JGP Wealth Management caters to a wide range of clients, including high net worth individuals and organizations. While managing employer funds is within their capabilities, 401K and individual accounts account for less than 30% of their assets under management. The firm's expertise lies in discretionary asset management, allowing clients to entrust their financial portfolios entirely to the experienced team at JGP Wealth Management. JGP Wealth Management's compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring alignment with their clients' needs and objectives. The firm boasts a dedicated team of 19 employees, with nine of them providing exceptional investment advisory services. On average, each investment advisor manages approximately $98,770,000 in assets, reflecting the industry average. Notably, JGP Wealth Management takes pride in its long-tenured advisors, such as David Paustian, Kendra Biller, and Joseph Gross, who bring a wealth of experience and expertise to their clients. By leveraging their team's knowledge and market insights, JGP Wealth Management strives to deliver personalized and tailored investment strategies that align with their clients' unique financial circumstances, fostering long-lasting relationships built on trust and mutual success.

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.

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.

Elevation Capital Advisory, a small investment advisory firm headquartered in Bend, OR, caters to a diverse client base of over 1,050 individuals. With an impressive $191,721,000 in assets under management, the firm has established itself as a trusted partner in financial planning and wealth management. Operating from two offices, Elevation Capital Advisory specializes in managing employer 401K plans and individual assets, which constitute over 80% of their total assets under management. They possess the expertise and qualifications necessary to provide comprehensive 401K plan management for both employers and employees. With a commitment to delivering exceptional service, Elevation Capital Advisory ensures that all the assets they manage are handled with the utmost care and discretion. Their compensation structure offers flexibility, including a percentage of assets under management and fixed fees, aligning with clients' unique needs and preferences. The firm comprises a dedicated team of eight professionals, with three focused on providing investment advisory services. Each investment advisor manages an average of approximately $63,910,000 in assets under management, an industry-standard level. Notably, Elevation Capital Advisory boasts a group of seasoned advisors who have demonstrated their commitment and expertise over the long term, including Michael Jr. Angus, Derrick Hanson, and Ryan Sanford. With their strategic location in Bend, OR, Elevation Capital Advisory is well-positioned to serve clients seeking reliable and personalized investment advice. Their track record of success and commitment to their clients' financial well-being make them a top choice for individuals and employers alike.