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.

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.

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.

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.

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.

JH Advisors, based out of Salem, OR, is a small investment advisory firm dedicated to providing comprehensive financial solutions to their clients. With over 60 individual clients and a remarkable $139,179,000 in assets under management, JH Advisors is committed to delivering personalized and exceptional service. While 401K and individual accounts make up less than 30% of their assets, JH Advisors possesses the expertise to effectively manage employer funds. All of the assets they oversee are handled with discretionary authority, ensuring flexibility and agility in investment decisions. Specializing in serving high net worth individuals, JH Advisors understands the unique needs and goals of their discerning clientele. Their compensation structure is tailored to meet diverse preferences, offering options such as a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated professionals, JH Advisors boasts three experienced investment advisors who provide expert guidance to their clients. Their average assets under management per investment advisor amount to approximately $46,390,000, aligning with the industry average. JH Advisors takes pride in their long-standing relationships with clients, which have been fostered by a team of trusted advisors. Notable individuals who have demonstrated their commitment to the firm include Kenneth Newton, Steven Jamison, and Alvin Morgan. Driven by their client-centric approach and a deep understanding of financial markets, JH Advisors continues to strive for excellence in the realm of investment advisory services.

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.

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.

Sustainable Wealth Management, Inc. is a reputable investment advisory firm operating out of Vancouver, WA. With its main office situated in this scenic city, the company serves a diverse clientele seeking sustainable and ethical investment solutions. Comprising a team of five experienced professionals, Sustainable Wealth Management, Inc. is dedicated to providing personalized investment advisory services to its clients. As an established firm in the industry, Sustainable Wealth Management, Inc. manages an impressive average of approximately $52,350,000 in assets per investment advisor, which aligns with the industry standard. Their compensation structure includes a variety of options such as a percentage of assets under management and fixed fees, ensuring flexibility for clients. Although 401K and individual accounts represent a minority share of their assets under management, Sustainable Wealth Management, Inc. possesses the expertise to effectively handle employer funds. With an emphasis on discretion, an impressive 96% of the assets they manage are under the firm's discretion, demonstrating their commitment to maintaining client trust. Sustainable Wealth Management, Inc. boasts a substantial client base, catering to over 300 individual clients who entrust the firm with their investment needs. These clients benefit from the expertise and extensive industry knowledge of the firm's dedicated team. Notably, Sustainable Wealth Management, Inc. takes pride in its long-standing advisors, including Todd Pisarczyk, Taylor Vilhauer, and Linde Carroll, who have consistently provided exceptional service and guidance to clients over the years. In summary, Sustainable Wealth Management, Inc. is a well-established investment advisory firm in Vancouver, WA. With a focus on sustainable and ethical investments, their team of experienced professionals diligently serves a diverse client base, ensuring personalized solutions and sound financial advice.

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.