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.

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.

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.

Headwater Investment Consulting, Inc. is a reputable investment advisory firm headquartered in McMinnville, Oregon. With a strong presence in the local market, the company operates from a single office and serves a diverse range of clients. Comprising a dedicated team of six professionals, Headwater Investment Consulting, Inc. specializes in providing comprehensive investment advisory services, with five of its employees specifically focused on this area. With an average of $63,890,000 in assets under management per investment advisor, Headwater Investment Consulting, Inc. maintains a solid standing within the industry. Their compensation structure is multi-faceted, including a percentage of assets under management, ensuring a fair and balanced approach to client relationships. Notably, approximately half of the firm's assets under management are derived from employer 401Ks and individuals, reflecting their expertise in this domain. Discretionary management plays a crucial role in Headwater Investment Consulting, Inc.'s operations, with an impressive 94% of the assets they oversee falling under this category. This level of trust bestowed upon them by clients underscores their ability to make informed investment decisions on behalf of their diverse clientele. Headwater Investment Consulting, Inc. proudly serves over 330 individual clients, managing a substantial total of $319,468,000 in assets. The firm takes pride in its experienced team of advisors, including long-tenured professionals such as Kevin Chambers, Thomas Sherwood, and Scott Chambers. Their expertise and commitment to delivering quality services have contributed significantly to the company's success and client satisfaction over the years.

Clarity Wealth Development, LLC is a highly reputable investment advisory firm based out of Corvallis, Oregon. With over 310 individual clients and a staggering $125,573,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals. As a small firm with a single office, Clarity Wealth Development, LLC provides personalized and tailored investment advisory services to a diverse clientele. Their expertise extends to insurance brokerage, offering comprehensive coverage options to meet clients' unique needs. Impressively, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their extensive experience and success in this space. Moreover, all the assets managed by Clarity Wealth Development, LLC are handled with full discretionary authority, demonstrating their commitment to delivering optimal results for their clients. The compensation structure of the firm encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their pricing. With a dedicated team of three employees, all of whom are investment advisors, Clarity Wealth Development, LLC maintains an impressive average of $41,860,000 in assets under management per advisor. This speaks to their ability to effectively manage and grow their clients' portfolios. The firm boasts a roster of experienced advisors, including Garrett Dresen, Kim Hall, and Kay Cole, who have demonstrated their commitment to Clarity Wealth Development, LLC by providing valuable insights and guidance to clients over the years. Overall, Clarity Wealth Development, LLC stands out as a trusted and client-focused investment advisory firm, offering comprehensive financial services and delivering exceptional results.

True Private Wealth Advisors, LLC, a local investment advisory firm based out of Salem, OR, has gained a strong reputation in the financial industry. With over 1,060 individual clients and an impressive $947,771,000 in assets under management, they have established themselves as a trusted partner for individuals and employers alike. The firm operates from two offices, providing convenient access to their comprehensive wealth management services. A noteworthy aspect of True Private Wealth Advisors is their expertise in managing employer 401Ks and individual portfolios, which constitute approximately half of their assets under management. They have a proven track record in this space, delivering tailored strategies to optimize client investments. Moreover, the firm prides itself on offering discretionary management for 100% of the assets they oversee, ensuring a proactive and personalized approach. True Private Wealth Advisors' compensation structure is designed to align with client needs and preferences. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees, allowing clients to choose the most suitable arrangement for their specific requirements. With a dedicated team of 19 highly skilled professionals, True Private Wealth Advisors delivers exceptional investment advisory services. On average, each investment advisor manages approximately $49,880,000 in assets, reflecting the firm's commitment to providing individualized attention to their clients. Notably, the firm boasts several long-tenured advisors, such as Michael Long, Todd Gescher, and Jason Herber, who bring a wealth of experience and expertise to their respective roles. True Private Wealth Advisors, LLC stands as a trusted and reliable partner for clients seeking comprehensive wealth management solutions in the Salem, OR area.

Finley Financial, LLC is a reputable investment advisory firm headquartered in McMinnville, Oregon. With a single office location, the company operates with a dedicated team of one employee who specializes in providing top-notch investment advisory services. Renowned for their expertise, Finley Financial manages an impressive average of $143,910,000 in assets under management per investment advisor, a figure that surpasses the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. Although less than 30% of their assets under management are allocated to 401K and individual accounts, Finley Financial possesses the capability to oversee employer funds. All the assets they manage are under discretionary control, highlighting their clients' trust in the firm's decision-making abilities. Targeting high net worth individuals, Finley Financial caters to over 50 individual clients who collectively entrust the firm with more than $143,909,000 in assets under management. Among the registered advisors, Jason Finley stands as one of the most experienced, having been a valuable member of the firm since 2004. With a solid track record and a commitment to providing exceptional investment advisory services, Finley Financial, LLC remains a trusted partner for clients seeking expert financial guidance. Their success lies in their personalized approach, extensive industry knowledge, and dedication to helping clients achieve their financial goals.

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.

Keudell Morrison Wealth Management, LLC is a reputable investment advisory firm located in Salem, OR. With its main office in the heart of the city, the company is well-positioned to serve clients throughout the region. Committed to providing exceptional financial guidance, Keudell Morrison Wealth Management, LLC is dedicated to helping individuals and organizations achieve their investment goals. The firm boasts a team of highly qualified professionals who offer comprehensive investment advisory services. With a total of five skilled employees, each advisor at Keudell Morrison Wealth Management, LLC specializes in providing expert guidance tailored to clients' unique financial needs. On average, their investment advisors manage approximately $126,740,000 in assets, aligning with the industry average. Keudell Morrison Wealth Management, LLC employs a variety of compensation structures, including a percentage of assets under management. Notably, around half of the assets they manage are sourced from employer 401K plans and individuals, showcasing their proficiency in this area. Additionally, the firm's management of 100% discretionary assets underscores their expertise in making investment decisions on behalf of their clients. With an extensive client base, Keudell Morrison Wealth Management, LLC serves over 640 individual clients, overseeing an impressive $633,688,000 in assets. The company takes pride in its long-serving advisors, including Larry Keudell, Stephanie Smith, and Amanda Shine, who contribute valuable experience and insight to the team. Overall, Keudell Morrison Wealth Management, LLC is a trusted local firm that provides comprehensive investment advisory services to clients in Salem, OR, and beyond. Their commitment to personalized guidance, coupled with their impressive track record, sets them apart in the financial industry.

Hurley Financial Group, Inc., a small investment advisory firm based out of Corvallis, OR, is committed to providing comprehensive financial solutions to its clients. With a team of five dedicated professionals, including one investment advisor, they deliver personalized services tailored to meet the unique needs and goals of each individual. With an average of $95,450,000 in assets under management per investment advisor, Hurley Financial Group, Inc. maintains an industry-average standing in this regard. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management and hourly charges. Boasting a robust client base of over 420 individuals, Hurley Financial Group, Inc. manages assets totaling more than $231,339,000. Their expertise in employer 401Ks and individual accounts is evident, as these sources account for approximately half of the assets they oversee. Notably, all of the assets managed by the firm are discretionary, allowing them to make informed decisions aligned with their clients' best interests. Beyond investment advisory services, Hurley Financial Group, Inc. also serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. Their diverse range of offerings ensures that clients receive comprehensive financial guidance under one roof. The firm's success can be attributed, in part, to the experience and dedication of its longest-tenured advisors. Keith Marshall, Dorann Hurley, and Megan Schneider bring extensive knowledge and expertise to the table, further solidifying Hurley Financial Group, Inc.'s reputation as a trusted financial partner. With one office location, the firm maintains a localized approach, fostering strong relationships with clients in the Corvallis community and beyond.

Sapient Private Wealth Management, LLC, based out of Eugene, OR, is a reputable local investment advisory firm that caters to the financial needs of high net worth individuals. With over 290 individual clients and more than $1,100,577,000 in assets under management, Sapient Private Wealth Management, LLC offers a comprehensive range of services to help clients achieve their financial goals. While specializing in discretionary management of assets, Sapient Private Wealth Management, LLC also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring flexibility for clients to choose what suits them best. With a team of 13 dedicated professionals, 11 of whom provide investment advisory services, Sapient Private Wealth Management, LLC delivers personalized and tailored solutions to meet the unique needs of each client. On average, each investment advisor manages approximately $100,050,000 in assets, aligning with the industry standard. Sapient Private Wealth Management, LLC takes pride in its experienced and knowledgeable staff. Notable long-tenured advisors at the firm include Sandra Sperry, Gregory Erwin, and John Flaxel. Their expertise and commitment to client satisfaction have contributed to the firm's success and reputation. As a trusted partner in wealth management, Sapient Private Wealth Management, LLC strives to deliver exceptional financial strategies, guidance, and investment solutions to help their clients navigate the complex landscape of wealth management and achieve long-term financial prosperity.