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.

Hausman Advisors, LLC is a well-established investment advisory firm headquartered in Hood River, Oregon. With two offices strategically located, Hausman Advisors offers comprehensive investment advisory services to clients seeking expert financial guidance. The firm boasts a team of two highly skilled professionals who are dedicated to assisting clients in achieving their financial goals. With an average of $67,250,000 in assets under management per investment advisor, Hausman Advisors maintains a solid position within the industry. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring a flexible and transparent approach to client fees. Although 401K and individual accounts make up less than 30% of the assets under management, Hausman Advisors has the expertise and capability to effectively manage employer funds. All assets managed by the firm are handled on a discretionary basis, providing clients with peace of mind and allowing the advisors to make informed investment decisions on their behalf. Hausman Advisors primarily caters to high net worth individuals, managing a portfolio of over $134,504,000 for more than 50 individual clients. Jason Smith and Karen Smith, two of the longest-tenured registered advisors at the firm, bring a wealth of experience and expertise to their roles. Through their commitment to excellence and personalized service, Hausman Advisors, LLC has established a reputation for delivering tailored investment strategies and helping clients navigate the complexities of the financial markets.

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.