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.

Pure Portfolios, a small investment advisory firm headquartered in Lake Oswego, OR, is dedicated to providing comprehensive financial services and personalized investment strategies. With two offices strategically located, they ensure convenient access for their clients. With a team of five employees, including three experienced investment advisors, Pure Portfolios offers expert guidance and tailored solutions. Their advisors demonstrate proficiency by managing an average of $65,000,000 in assets under management per advisor, aligning with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management, fixed fees, and performance-based fees. Pure Portfolios manages a diverse portfolio, overseeing more than $240,807,000 in assets for over 130 individual clients. The firm specializes in serving high-net-worth individuals, reflecting their expertise in addressing the unique financial needs of affluent clients. While 401K and individual accounts account for less than 30% of their assets under management, Pure Portfolios possesses the capability to effectively manage employer funds. A notable aspect of Pure Portfolios is their commitment to discretionary asset management, as 100% of the assets they oversee fall under this category. This approach allows them to make informed decisions on behalf of their clients, taking into consideration their individual circumstances and financial goals. Pure Portfolios takes pride in their long-tenured advisors, including Erin Varghese, Nikolaas Schuurmans, and Julie Johnsen, who have played integral roles in the firm's success and client satisfaction. With a client-centric approach and a focus on delivering tailored investment strategies, Pure Portfolios continues to serve as a trusted partner in Lake Oswego and beyond, assisting individuals in achieving their financial objectives.

M Holdings Securities, Inc., headquartered in Portland, OR, is a prominent regional investment advisory firm specializing in providing comprehensive financial solutions to a diverse client base. With 738 dedicated professionals, including 246 skilled investment advisors, the company offers a wide range of investment advisory services. The firm's advisors manage an impressive average of approximately $16,650,000 in assets under management per advisor. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring flexibility and alignment with client needs. M Holdings Securities, Inc. boasts a substantial client portfolio, serving over 8,170 individual clients with assets under management exceeding $3,932,370,000. A significant portion of these assets belongs to high-net-worth individuals, demonstrating the firm's expertise in catering to affluent clients. Notably, around half of the assets under management are sourced from employer 401K plans or individual clients, reflecting the company's strong experience in this domain. The firm's extensive expertise extends beyond investment advisory services, as M Holdings Securities, Inc. also serves as an insurance broker or agent, offering comprehensive insurance solutions to meet clients' risk management needs. Operating from 106 offices, M Holdings Securities, Inc. maintains a strong regional presence, providing personalized financial guidance to clients throughout the area. The firm takes pride in its team of seasoned advisors, including notable figures such as Guy Thomas, Lee Mezrah, and John Lawson, who have demonstrated their commitment and expertise throughout their tenure. With a robust client-centric approach and a wide array of financial services, M Holdings Securities, Inc. stands as a trusted partner for individuals and organizations seeking tailored investment and insurance solutions in the Portland, OR region.

Price Financial Group Wealth Management, Inc., based out of Beaverton, OR, is a highly qualified and reputable investment advisory firm. With a total of 7 dedicated employees, including 3 experienced advisors specializing in investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Price Financial Group's compensation structure is designed to align the interests of the firm with its clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. With over 430 individual clients, the firm manages an impressive portfolio of over $105,033,000 in assets. A significant portion of Price Financial Group's assets under management, over 80%, are comprised of employer 401K plans and individual investments. This demonstrates their expertise in managing both employer-sponsored retirement plans and individual investment portfolios. Moreover, the firm's services extend to all types of clients, including both employers and employees. Price Financial Group is proud to offer discretionary management of 100% of the assets they oversee. This provides their clients with peace of mind, knowing that the firm has the authority to make investment decisions on their behalf, based on their individual financial goals and risk tolerance. With three offices strategically located in Beaverton, Price Financial Group is easily accessible to its clients. The firm boasts a team of experienced advisors, including Robert Caldwell, Mateusz Sudol, and Matthew Mai, who have earned the trust and loyalty of their clients over the years. In summary, Price Financial Group Wealth Management, Inc. is a small yet highly qualified investment advisory firm based in Beaverton, OR. With a focus on personalized wealth management and a strong track record, they are dedicated to helping their clients achieve their financial objectives.

True North Retirement Advisors, LLC is a reputable investment advisory firm located in Clackamas, Oregon. With a team of eight dedicated professionals, including four highly experienced investment advisors, they provide comprehensive financial guidance and wealth management services. The firm boasts an impressive average of approximately $15,160,000 in assets under management per investment advisor, reflecting their expertise and ability to handle substantial portfolios. True North Retirement Advisors, LLC prides itself on offering a diverse compensation structure to suit their clients' needs. Their options include a percentage of assets under management, fixed fees, and other customized arrangements, ensuring flexibility and transparency in their client relationships. With a robust client base of over 230 individuals, True North Retirement Advisors, LLC manages assets totaling more than $314,420,000. The majority of these assets are entrusted by high-net-worth individuals, demonstrating the firm's ability to handle complex financial situations and sophisticated investment strategies. Although 401(k) and individual accounts make up less than 30% of their assets under management, True North Retirement Advisors, LLC possesses the expertise and capability to effectively manage employer funds. An impressive 92% of the assets they oversee are discretionary, allowing them to make informed investment decisions on behalf of their clients. Established in Clackamas, Oregon, True North Retirement Advisors, LLC operates from a single office. The firm takes pride in its seasoned team, with advisors such as Ashley Micciche, Douglas Micciche, and David Wilson boasting extensive industry experience. Their long-standing presence in the firm speaks to their commitment to providing exceptional financial guidance and building enduring client relationships.

Continental Investors Services, Inc. is a trusted and local investment advisory firm headquartered in Longview, WA, serving clients with their financial goals in mind. With two offices, this well-established firm comprises a team of 16 dedicated professionals, of which 8 specialize in providing expert investment advisory services. With an impressive average of approximately $14,030,000 in assets under management per investment advisor, Continental Investors Services, Inc. demonstrates their commitment to delivering exceptional results for their clients. Their compensation structure encompasses various types, including a percentage of assets under management and commissions, ensuring alignment with their clients' best interests. Renowned for their expertise in managing employer 401K plans and individual investments, Continental Investors Services, Inc. oversees more than 80% of their assets under management in these areas. Their extensive experience and qualifications make them an ideal choice for employers seeking a reliable partner to manage their 401K plans and employees seeking to optimize their investment portfolios. The firm takes pride in its discretion, as 100% of the assets they manage are under their prudent control. With a broad client base comprising over 740 individuals, Continental Investors Services, Inc. effectively oversees an impressive total of over $112,245,000 in assets under management. Continental Investors Services, Inc. benefits from a team of seasoned advisors, including the highly tenured Aili Wild, Michelle Elo, and Betty Trembley. Their wealth of experience and commitment to personalized service ensures that clients receive tailored financial strategies to meet their specific needs. Continental Investors Services, Inc. remains dedicated to guiding clients towards financial success, offering comprehensive investment advisory services that are second to none in the industry.

Multnomah Group, Inc. is a highly reputable investment advisory firm based out of Portland, Oregon. With a distinguished presence in the financial industry, they have successfully served over 80 individual clients, managing an impressive portfolio of assets valued at over $1,049,864,000. As a local firm, Multnomah Group, Inc. prides itself on providing personalized financial solutions tailored to meet the unique needs of their clients. With their main office in Portland, Multnomah Group, Inc. possesses a deep understanding of the local market dynamics and leverages this knowledge to deliver exceptional investment advice. As a testament to their commitment to professionalism and expertise, 100% of the assets they manage are under their discretionary control, ensuring their clients' financial interests are always prioritized. Multnomah Group, Inc. boasts a team of 23 dedicated professionals, 13 of whom are specialized investment advisors. With an average of approximately $80,760,000 in assets under management per investment advisor, they maintain a level of service that aligns with industry standards. Their compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent relationship with their clients. The firm takes pride in its long-standing relationships with clients, which can be attributed to the expertise and experience of their advisors. Notably, Brian Montanez, Scott Cameron, and Erik Daley stand among the longest-tenured advisors at Multnomah Group, Inc. Their extensive knowledge and proven track record have consistently contributed to the firm's success and client satisfaction. Overall, Multnomah Group, Inc. distinguishes itself as a trusted investment advisory firm that combines local expertise with personalized financial solutions, providing clients with the guidance they need to achieve their long-term financial goals.

Vision Capital Management Inc is a local investment advisory firm based out of Portland, Oregon, with one office. With 14 dedicated employees, nine of whom specialize in investment advisory services, Vision Capital Management Inc delivers personalized financial solutions to its clients. The firm maintains an average of approximately $95,580,000 in assets under management per investment advisor, a figure that aligns with the industry average. At Vision Capital Management Inc, their compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Moreover, the entire portfolio of assets managed by Vision Capital Management Inc is discretionary, ensuring clients trust the firm's expertise and decision-making. The firm's client base primarily consists of high-net-worth individuals, with over 250 individual clients entrusting them with a substantial $860,221,000 in assets under management. Notably, Vision Capital Management Inc boasts a team of experienced advisors, including Sarah Quist, Marina Johnson, and Suzanne McGrath, who have contributed to the firm's success over the years. With a commitment to delivering comprehensive investment strategies tailored to individual needs, Vision Capital Management Inc is dedicated to helping clients achieve their financial goals and secure their financial futures.

James R. Martin Consulting, Inc, based out of Vancouver, WA, is a highly regarded small investment advisory firm with a stellar reputation in the financial industry. With over 180 individual clients and more than $400,399,000 in assets under management, the firm prides itself on providing personalized, comprehensive financial solutions. Catering to a diverse clientele, James R. Martin Consulting, Inc focuses on managing the assets of high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their total assets, the firm possesses the expertise and capability to handle employer funds, thereby offering a holistic approach to investment management. With all three employees dedicated to delivering exceptional investment advisory services, the firm maintains a high average of approximately $133,470,000 in assets under management per investment advisor. This figure surpasses the industry average and demonstrates the firm's commitment to providing individual attention and tailored strategies to each client. James R. Martin Consulting, Inc adopts a transparent and client-centered compensation structure. Their fees are calculated as a percentage of assets under management, ensuring alignment with clients' best interests. Additionally, the firm's investment advisory services are entirely discretionary, enabling them to make informed decisions on behalf of their clients with minimal bureaucratic hurdles. As a trusted partner in wealth management, James R. Martin Consulting, Inc offers a comprehensive suite of services designed to optimize investment returns and foster long-term financial success for their esteemed clientele.

SRM Advisors is a small investment advisory firm headquartered in Portland, Oregon. With one office, the firm specializes in providing investment advisory services to a diverse range of clients. Comprising three dedicated professionals, SRM Advisors ensures personalized attention and expertise in delivering comprehensive financial solutions. The firm's investment advisors boast an impressive average of $53,450,000 in assets under management per advisor, which aligns with the industry average. Their compensation structure offers various options, including a percentage of assets under management and hourly charges, catering to clients' individual needs and preferences. While employer funds management constitutes a significant portion of their assets under management, 401K and individual accounts make up less than 30%. An overwhelming majority of 98% of the assets they handle are discretionary, allowing for flexibility in investment decisions. In addition to investment advisory services, SRM Advisors also serves as a registered representative of a broker-dealer, insurance broker, or agent. This comprehensive approach ensures that clients receive a holistic perspective on their financial well-being. With an extensive clientele of over 160 individuals, SRM Advisors manages a substantial $160,354,000 in assets. The firm takes pride in its seasoned team of advisors, with notable professionals like William Baldwin, Kenneth Vangrunsven, and Russell Owen, who have demonstrated long-standing commitment and expertise in the field. SRM Advisors' unwavering dedication to providing personalized investment advisory services, comprehensive financial solutions, and their esteemed team of professionals have positioned them as a trusted partner in helping clients achieve their financial goals.

Pace Financial Advisors, a leading local investment advisory firm based in Hillsboro, OR, operates with a mission to provide comprehensive financial guidance to individuals and businesses. With four strategically located offices, the firm is well-positioned to serve a diverse clientele in the region. Led by a team of five highly skilled professionals, all of whom specialize in investment advisory services, Pace Financial Advisors boasts an impressive average of $38,220,000 in assets under management per investment advisor. Their commitment to delivering exceptional results is reflected in their compensation structure, which includes various options such as a percentage of assets under management and hourly charges. Pace Financial Advisors has cultivated a strong presence in the employer 401K and individual investment sectors, with approximately half of their assets under management originating from these sources. Their extensive experience in this space enables them to offer tailored solutions that align with their clients' long-term financial goals. The firm takes a proactive approach to managing investments, with 100% of the assets they oversee falling under discretionary management. This discretionary authority allows Pace Financial Advisors to swiftly capitalize on market opportunities while diligently safeguarding their clients' portfolios. With an impressive client base of over 660 individuals, Pace Financial Advisors currently manages more than $191,111,000 in assets. The firm's success can be attributed, in part, to the expertise of their longest tenured advisors, including Jeffrey Eischen, Christopher Mettee, and Nathan Bauer, who bring a wealth of knowledge and insight to their clients' financial journeys. Overall, Pace Financial Advisors is a trusted partner for individuals and businesses seeking comprehensive investment advisory services in Hillsboro, OR. Through their commitment to excellence, personalized strategies, and wealth of experience, they continue to empower their clients to achieve their financial objectives.