Capital Financial Planners is a small investment advisory firm based out of Salem, OR, boasting a single office. With a total of four employees, the firm has established itself as a reliable resource for financial planning. Two of their skilled advisors specialize in providing investment advisory services, catering to a diverse range of clients. Their average assets under management per investment advisor amount to approximately $102,170,000, positioning them within the industry average. As a firm, Capital Financial Planners offers a flexible compensation structure, including options such as a percentage of assets under management and hourly charges. Their portfolio comprises both employer 401Ks and individual assets, with approximately half of their assets under management coming from these sources. This experience has honed their expertise in managing such accounts effectively. Moreover, all the assets they handle are discretionary, allowing them to make informed investment decisions on behalf of their clients. Capital Financial Planners primarily serves high-net-worth individuals, managing a significant majority of their assets. With a client base exceeding 150 individuals, the firm oversees more than $204,340,000 in assets under management. Within the organization, Barrigan Nelson and Chad Campbell stand out as two of the longest-tenured registered advisors, bringing valuable experience and insights to their work. Through their commitment to personalized financial planning and a comprehensive approach to investment management, Capital Financial Planners has established itself as a trusted partner for individuals seeking expert guidance in navigating the complexities of the financial landscape.

First Pacific Financial, Inc., a local investment advisory firm based out of Vancouver, WA, is dedicated to providing comprehensive financial solutions to its clients. With a team of 28 employees, including 14 experienced investment advisors, the firm is well-equipped to meet the diverse needs of its clientele. With an average of $104,670,000 in assets under management per investment advisor, First Pacific Financial, Inc. maintains a competitive position in the industry. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring a flexible and tailored approach to client relationships. First Pacific Financial, Inc. boasts an impressive portfolio of over 670 individual clients, with assets under management exceeding $1,100,168,000. Primarily catering to high net worth individuals, the firm has established a solid reputation for managing substantial wealth with precision and expertise. While 401K and individual accounts account for less than 30% of their assets under management, First Pacific Financial, Inc. possesses the capability to oversee employer funds. Their commitment to discretion is evident, as 99% of the assets they manage are under a discretionary arrangement. With four offices in Vancouver, WA, First Pacific Financial, Inc. ensures convenient accessibility for their clients. The firm takes pride in their long-standing advisors, including Darren Farrell, Todd Engblom-Stryker, and Julienne Valois, who contribute their expertise and knowledge to the success of the organization. Overall, First Pacific Financial, Inc. is a trusted partner for individuals seeking personalized investment advisory services, offering comprehensive solutions and a wealth of experience in managing substantial assets.

Columbia River Financial Group, headquartered in Vancouver, WA, is a leading investment advisory firm known for its exceptional financial services. With a team of four highly skilled professionals, the firm specializes in providing personalized investment advice to its clients. Each investment advisor at Columbia River Financial Group has an impressive average of $139,150,000 in assets under management, surpassing the industry average and reflecting their expertise and success in the field. The firm's compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring a mutually beneficial relationship with their clients. Boasting over 220 individual clients and managing assets worth more than $119,809,000, Columbia River Financial Group has established itself as a trusted partner in wealth management. An area where the firm excels is managing employer 401Ks and individual assets, constituting around half of their total assets under management. Their extensive experience in this space sets them apart from competitors, providing clients with valuable insights and strategies to optimize their financial portfolios. Columbia River Financial Group operates from a single office in Vancouver, WA, and takes pride in the tenure and expertise of their advisors. Noteworthy individuals such as Chad Peterson, Katherine Hardin, and Derek Kaufman, who have been with the firm for a significant period, contribute to its success and reputation. With an impressive 96% of the assets they manage being discretionary, Columbia River Financial Group demonstrates their clients' trust and confidence in their investment strategies. As a small yet influential investment advisory firm, they strive to deliver outstanding results and build enduring relationships with their valued clientele.

Martel Wealth Advisors Inc, based out of Vancouver, WA, is a local investment advisory firm providing comprehensive financial planning and wealth management services. With a team of 14 dedicated professionals, they specialize in investment advisory services, with 12 advisors focusing on delivering personalized investment strategies to their clients. As an established firm, Martel Wealth Advisors Inc manages a substantial amount of assets, with an average of approximately $65,590,000 in assets under management per investment advisor, aligning closely with the industry average. They cater to a diverse client base, serving over 730 individual clients and overseeing more than $897,153,000 in assets. Martel Wealth Advisors Inc employs a flexible compensation structure that includes fixed fees and performance-based fees. This approach ensures that their clients receive tailored solutions that align with their specific financial goals and objectives. While Martel Wealth Advisors Inc predominantly manages individual accounts and 401K plans, which collectively account for less than 30% of their assets under management, they also possess the expertise to handle employer funds. A significant portion, 83%, of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients with their best interests in mind. With its office in Vancouver, WA, Martel Wealth Advisors Inc has established a strong presence in the local community. The firm boasts a team of experienced advisors, including Michele Madasz, Lloyd Caudle, and Jason Martel, who have demonstrated their commitment to serving clients with integrity and expertise over many years.

Capitol Family Office, Inc. is a reputable local investment advisory firm headquartered in Beaverton, OR, dedicated to serving a diverse clientele. With a sole office, the firm has established itself as a trusted partner for individuals and employer 401K plans. The firm manages over $133,242,000 in assets for more than 120 individual clients. Capitol Family Office, Inc. has garnered extensive experience in handling assets from employer 401K plans and individual investors, reflecting their expertise and success in this realm. An impressive 97% of the assets they manage are under discretionary management, illustrating the confidence clients place in Capitol Family Office, Inc.'s investment strategies and decision-making processes. Capitol Family Office, Inc. employs a comprehensive compensation structure that encompasses various types, including a percentage of assets under management and fixed fees. This flexible approach allows the firm to tailor their services to the unique needs and preferences of their clients. With a team of five dedicated professionals, all providing investment advisory services, Capitol Family Office, Inc. has an average of approximately $26,650,000 in assets under management per advisor. This figure showcases their ability to effectively handle substantial portfolios and deliver exceptional financial guidance. The firm takes pride in the expertise and tenure of their advisors, including Debbie Byerly, Mark Nortman, and Erica Nortman, who have been serving clients with dedication and proficiency for an extended period. Capitol Family Office, Inc.'s local presence, wealth management experience, and commitment to personalized service make them a preferred choice for clients seeking comprehensive investment advisory services in Beaverton, OR, and the surrounding areas.

Delap Wealth Advisory, LLC is a small investment advisory firm headquartered in Lake Oswego, OR. With one office, they specialize in providing expert financial guidance to a diverse range of clients. Committed to delivering exceptional service, Delap Wealth Advisory, LLC has a team of five dedicated professionals, three of whom offer investment advisory services. With an average of $105,940,000 in assets under management per investment advisor, Delap Wealth Advisory, LLC is on par with industry standards. Their compensation structure is flexible and includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. Notably, they exercise full discretion over the management of all their clients' assets, ensuring utmost trust and confidence. Primarily catering to high net worth individuals, Delap Wealth Advisory, LLC expertly manages over $317,813,000 in assets for more than 20 individual clients. The firm takes pride in its experienced team, including long-tenured advisors such as Lincoln Bach, David Delap, and Jared Siegel, who contribute their extensive knowledge and expertise to the company's success. Delap Wealth Advisory, LLC is dedicated to cultivating lasting relationships with their clients, providing personalized financial strategies tailored to their unique goals and aspirations. By staying current with market trends and continuously adapting their approach, they aim to optimize clients' wealth and secure their financial future.

Clearview Wealth Advisors, LLC is a reputable investment advisory firm headquartered in Salem, OR, with two offices. With a dedicated team of five employees, including three experienced investment advisors, Clearview Wealth Advisors, LLC offers comprehensive financial guidance to its clients. They have an average of $59,510,000 in assets under management per investment advisor, aligning with the industry standard. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management, approximately 50%, comes from employer 401K plans and individual clients, highlighting their expertise in this area. Clearview Wealth Advisors, LLC manages all client assets on a discretionary basis, allowing for efficient decision-making and proactive management. With an extensive client base of over 480 individuals, Clearview Wealth Advisors, LLC oversees more than $178,536,000 in assets under management. The firm takes pride in its seasoned team, which includes notable advisors such as Corbin Coursey, Michael Coursey, and Ronald Boucher, who have demonstrated long-standing dedication and expertise within the firm. Clearview Wealth Advisors, LLC strives to provide personalized financial solutions tailored to each client's unique goals and risk tolerance. With their strong presence in Salem and commitment to delivering exceptional service, Clearview Wealth Advisors, LLC is a trusted partner for individuals seeking expert guidance and wealth management strategies.

Auxier Asset Management, a local investment advisory firm based out of Aurora, OR, is renowned for its exceptional expertise and impressive track record in managing clients' assets. With a team of 9 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their commitment to delivering outstanding results is reflected in their high average of approximately $201,850,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is designed to align with clients' success, incorporating various types such as a percentage of assets under management and performance-based fees. With over 340 individual clients and a substantial $759,734,000 in assets under management, Auxier Asset Management has established itself as a trusted partner in wealth management. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capability to effectively oversee employer funds. Impressively, 99% of the assets they manage are discretionary, demonstrating their proficiency in making informed investment decisions on behalf of their clients. Auxier Asset Management's success can be attributed in part to the expertise and experience of their long-standing advisors, including Lillian Widolff, Rita Miller, and Christina Badrick, who bring a wealth of knowledge and a steadfast commitment to their clients' financial goals. With their unwavering dedication to excellence and a personalized approach to wealth management, Auxier Asset Management continues to deliver exceptional results, providing their clients with peace of mind and a clear path towards financial success.

Northwest Capital Management Inc., based out of Lake Oswego, OR, is a reputable investment advisory firm known for its comprehensive financial services. With a team of 17 dedicated professionals, including 8 experienced investment advisors, they offer expert guidance and personalized strategies to their clients. Drawing upon their extensive knowledge and expertise, the advisors at Northwest Capital Management Inc. assist clients in managing their assets effectively. On average, each investment advisor at the firm oversees approximately $1,060,000 in assets under management. Northwest Capital Management Inc. boasts an impressive client base, serving over 240 individuals who entrust them with a substantial sum of assets totaling more than $5,476,500,000. Notably, 20% of the assets they manage are discretionary, allowing the firm to make informed decisions on behalf of their clients. Northwest Capital Management Inc. employs a flexible compensation structure that includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures that clients can select the payment method that aligns with their financial goals and preferences. With two offices in Lake Oswego, Northwest Capital Management Inc. has established a strong presence in the local community. The firm takes pride in its team of dedicated professionals, including some of the longest-tenured advisors such as Christopher Martin, Brent Petty, and Frederick Payne. Their commitment to providing exceptional service and sound financial advice has earned them a solid reputation in the industry.

Peregrine Asset Advisers, Inc. is a reputable small investment advisory firm based out of Portland, Oregon. With over 300 individual clients and more than $310,020,000 in assets under management, Peregrine Asset Advisers, Inc. has established a strong presence in the financial services industry. Operating from a single office, they specialize in managing discretionary assets, with about half of their managed funds originating from employer 401Ks and individual investors. The firm's expertise and experience in the employer 401K and individual investment space have garnered them a loyal client base. Their two employees, including the firm's longest-tenured registered advisors, Daniel Botti and Grant Kerger, are dedicated professionals who provide comprehensive investment advisory services to their clients. Peregrine Asset Advisers, Inc. adopts a diverse compensation structure, which includes a percentage of assets under management, ensuring that their interests are aligned with the success of their clients' portfolios. The firm's investment advisors average an impressive $155,010,000 in assets under management, surpassing the industry average. This achievement reflects their commitment to delivering exceptional results and personalized attention to each client. With a solid track record, Peregrine Asset Advisers, Inc. prides itself on providing tailored financial solutions and strategic advice to help clients achieve their investment goals. Their client-centric approach, coupled with their extensive knowledge of the market, positions them as a trusted partner in wealth management.

Cascade Investment Advisors, Inc. is a highly regarded investment advisory firm based out of Oregon City, OR. With a total of 5 dedicated professionals on their team, they offer exceptional financial guidance to their clients. Of these employees, 3 specialize in providing comprehensive investment advisory services. Cascade Investment Advisors, Inc. boasts an impressive average of approximately $173,150,000 in assets under management per investment advisor, which surpasses the industry average. Their compensation structure is designed to cater to diverse client needs and preferences. They offer various types of compensation, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows them to accommodate a wide range of client portfolios and financial goals. Cascade Investment Advisors, Inc. has cultivated a substantial client base, serving over 70 individual clients with a combined total of more than $273,000,000 in assets under management. The firm has established a strong presence in managing assets for high net worth individuals, as the majority of the assets they oversee belong to this demographic. Employer 401Ks and individual accounts contribute significantly to Cascade Investment Advisors, Inc.'s assets under management, accounting for approximately half of the total. With extensive experience in this space, they have consistently demonstrated their expertise and effectiveness in managing such accounts. Furthermore, 95% of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. Cascade Investment Advisors, Inc. operates out of a single office in Oregon City, OR. Michelle Rand, one of the firm's longest-tenured registered advisors, has been an integral part of the team since 1997. Her extensive experience and dedication exemplify the firm's commitment to providing exceptional financial guidance and fostering long-term client relationships.