Find Top Financial Advisors Near Gresham, Oregon
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ALDRICH WEALTH LP
Lake Oswego, Oregon
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.
TRU INDEPENDENCE ASSET MANAGEMENT 2
Portland, Oregon
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.
CLEARVIEW WEALTH ADVISORS, LLC
Salem, Oregon
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.
M FINANCIAL ASSET MANAGEMENT, INC.
Portland, Oregon
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.
TPG FINANCIAL ADVISORS, LLC
Portland, Oregon
TPG Financial Advisors, LLC is a highly regarded investment advisory firm based in Portland, OR. With 18 employees, including 7 dedicated investment advisors, the firm has established a strong presence in the financial industry. Known for their expertise in managing assets, TPG Financial Advisors maintains an impressive average of approximately $189,200,000 in assets under management per investment advisor, surpassing the industry average.
The firm's compensation structure is diverse, offering clients flexibility in selecting their preferred payment method. Options include a percentage of assets under management, hourly charges, and fixed fees. While their portfolio comprises less than 30% of 401K and individual accounts, TPG Financial Advisors possesses the necessary capability to effectively handle employer funds.
Impressively, 42% of the assets managed by TPG Financial Advisors are discretionary, allowing the firm to exercise professional judgment in making investment decisions on behalf of their clients. Their expertise has attracted over 340 individual clients who entrust them with more than $1,324,421,000 in assets under management.
At TPG Financial Advisors, LLC, clients benefit from the extensive experience of their team. Noteworthy advisors such as Emily Roselle, Sheryl Olson, and Kristopher Mink have remained committed to the firm, showcasing their dedication and expertise over the years. With a local presence in Portland, OR, TPG Financial Advisors is well-positioned to cater to the investment needs of their valued clients.
QUEST INVESTMENT MANAGEMENT, LLC
Lake Oswego, Oregon
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.
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
Vancouver, Washington
Fort Vancouver Investment Management, LLC is a small investment advisory firm based out of Vancouver, WA. With a total of four dedicated employees, they specialize in providing comprehensive investment advisory services to their diverse client base.
The firm's investment advisors have an impressive average of approximately $56,030,000 in assets under management, which aligns with the industry average. Their compensation structure is designed to incentivize performance, including a percentage of assets under management and performance-based fees.
Fort Vancouver Investment Management, LLC boasts a robust client portfolio, serving over 130 individual clients with a combined total of $149,219,000 in assets under management. Notably, half of their managed assets come from employer 401Ks or individuals, showcasing their expertise in this sector.
Operating under a discretionary approach, the firm has full authority to make investment decisions on behalf of their clients. With their headquarters in Vancouver, WA, Fort Vancouver Investment Management, LLC operates out of a single office, providing personalized service and cultivating strong relationships with their clients.
The firm takes pride in their experienced team of advisors, with notable members including Matthew Ebeling, Holly Breeden, and Robert Pool, who have demonstrated long tenures within the company. Together, they combine their expertise and industry knowledge to navigate the complexities of the financial markets and provide tailored investment strategies that align with their clients' goals.
HEADWATER INVESTMENT CONSULTING,INC.
Mcminnville, Oregon
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.
SRM ADVISORS
Portland, Oregon
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.
MULTNOMAH GROUP, INC.
Portland, Oregon
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.
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MULTNOMAH GROUP, INC.
Portland, Oregon
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.
UTA LLC
Vancouver, Washington
UTA LLC is a reputable investment advisory firm headquartered in Vancouver, WA, with a strong focus on providing personalized financial management services. With over 80 individual clients and assets under management exceeding $98,124,000, UTA LLC has established itself as a trusted partner for high-net-worth individuals seeking tailored investment strategies.
The firm operates from two offices, ensuring accessibility and convenience for its clients. While 401(k) plans and individual accounts represent less than 30% of their assets under management, UTA LLC possesses the expertise and capability to effectively manage employer funds, showcasing their proficiency in corporate investment portfolios.
UTA LLC follows a discretionary management approach, with 87% of the assets they oversee falling under their complete discretion. This allows them to make informed decisions and adjust investment strategies according to changing market dynamics and client objectives.
Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients have options that suit their specific needs and align the firm's interests with their own.
UTA LLC maintains a dedicated team of two employees, both of whom provide investment advisory services. With an average of approximately $49,060,000 in assets under management per investment advisor, UTA LLC delivers personalized attention and comprehensive financial solutions to each client. The firm takes pride in the expertise of advisors like Asoka Weeraratne and Jackie Bixby, who have demonstrated long-term commitment and contribute to the firm's success in serving clients' investment goals.
ANDERSON & ANDERSON ADVISORY, LLC
Longview, Washington
Anderson & Anderson Advisory, LLC is a distinguished investment advisory firm located in Longview, WA. With a solid reputation in the financial industry, they have amassed a clientele of over 230 individual clients, entrusting them with a remarkable $268,974,000 in assets under management. As a small yet thriving firm, Anderson & Anderson Advisory, LLC operates from a single office, catering to the investment needs of their diverse client base.
In addition to their investment advisory services, Anderson & Anderson Advisory, LLC also serves as an insurance broker or agent, further enhancing their ability to meet their clients' comprehensive financial needs. While the firm's assets under management are primarily derived from sources other than 401(k) and individual accounts, they possess the expertise to effectively manage employer funds.
The compensation structure at Anderson & Anderson Advisory, LLC is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that aligns best with their financial goals.
With a team of six dedicated professionals, including two investment advisors, Anderson & Anderson Advisory, LLC ensures that each client receives personalized attention and expert guidance. Their investment advisors manage an impressive average of approximately $134,490,000 in assets, surpassing the industry average, indicating their competence and proficiency.
Notably, John Anderson and Max Anderson are among the firm's longest tenured registered advisors, bringing their extensive knowledge and experience to benefit clients. Anderson & Anderson Advisory, LLC continues to uphold its commitment to excellence, providing exceptional financial advisory and insurance services to its valued clientele.