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.

Barker Wealth Management, LLC, a small investment advisory firm headquartered in Camas, WA, stands out as a trusted partner in wealth management. With a single office location, the company comprises a team of two dedicated professionals, one of whom specializes in offering comprehensive investment advisory services. Demonstrating their expertise, Barker Wealth Management manages an impressive average of approximately $130,000,000 in assets under management per investment advisor, surpassing the industry average. Barker Wealth Management adopts a flexible compensation structure tailored to their clients' needs. Their offerings include a percentage-based fee structure tied to the assets under management, as well as hourly charges. Although 401K and individual accounts constitute less than 30% of their managed assets, Barker Wealth Management possesses the capability to effectively oversee employer funds. Notably, 97% of the assets under their management operate on a discretionary basis, reflecting their clients' trust in the firm's decision-making process. Catering primarily to high-net-worth individuals, Barker Wealth Management has fostered relationships with over 20 individual clients, collectively entrusting them with more than $130,000,000 in assets. By prioritizing personalized attention and employing a holistic approach to wealth management, the firm ensures that each client receives tailored solutions aligned with their financial goals. As an esteemed player in the investment advisory space, Barker Wealth Management, LLC remains dedicated to providing exceptional service, strategic financial planning, and expert guidance to their discerning clientele.

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.