Oregon Pacific Financial Advisors Inc, based out of Medford, OR, is a trusted local investment advisory firm providing expert financial services. With a team of 5 skilled professionals, they specialize in offering comprehensive investment advisory solutions to their clients. Each advisor at Oregon Pacific Financial Advisors Inc boasts an impressive average of approximately $38,170,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. Their compensation structure is diverse, offering different options such as a percentage of assets under management, ensuring alignment of interests with their clients. With over 490 individual clients, Oregon Pacific Financial Advisors Inc manages a total of over $120,457,000 in assets. Notably, they have a strong foothold in managing employer 401Ks and individual assets, comprising around half of their total assets under management. Their extensive experience in this space has positioned them as a reliable partner for employers and individuals seeking effective financial management solutions. Impressively, 84% of the assets managed by Oregon Pacific Financial Advisors Inc are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. Operating from three offices, their local presence allows them to provide personalized attention and tailored financial strategies. Among the firm's notable advisors are James Monroe, Royal Standley, and Richard Todd, who boast a wealth of experience in the field. Their commitment to delivering exceptional service, combined with their team's collective expertise, makes Oregon Pacific Financial Advisors Inc a go-to choice for individuals and organizations in need of reliable investment advisory services.

Retirement Planning Specialists, Inc. is a trusted investment advisory firm located in Ashland, OR. With over 410 individual clients and a remarkable $269,075,000 in assets under management, they have established themselves as experts in retirement planning. As a small firm with one office, they prioritize personalized attention and exceptional service for their clients. One of their core specialties is managing employer 401K plans and individual retirement accounts, which comprise over 80% of their assets under management. With their extensive knowledge and experience, Retirement Planning Specialists, Inc. is well-equipped to handle the unique needs and challenges associated with these types of investments. The firm's compensation structure is designed to align their interests with those of their clients. They offer various fee arrangements, including a percentage of assets under management and hourly charges, ensuring transparency and flexibility in their pricing. Retirement Planning Specialists, Inc. takes pride in their team of professionals who provide investment advisory services. Among them, Chad Smith and Christopher Patterson stand out as the firm's longest-tenured registered advisors. Their expertise and dedication contribute to the exceptional service and guidance that the firm offers to their valued clients. In addition to their investment advisory services, Retirement Planning Specialists, Inc. also serves as an insurance broker or agent, further enhancing their ability to provide comprehensive retirement planning solutions. Whether individuals seek assistance with retirement savings or employers need guidance on managing their 401K plans, Retirement Planning Specialists, Inc. is a reliable partner for all their retirement planning needs.

Welch Investment Group, LLC is a reputable investment advisory firm headquartered in Grants Pass, Oregon. With a single office, the firm operates locally, serving a diverse client base. Established by its founder, Josh Welch, the company has gained recognition for its commitment to providing comprehensive investment advisory services. Welch Investment Group, LLC boasts a team of four dedicated professionals, with three of them specializing in investment advisory services. The experienced advisors at the firm possess a deep understanding of the financial markets and offer personalized strategies tailored to meet each client's unique goals and risk tolerance. With an average of approximately $62,120,000 in assets under management per investment advisor, Welch Investment Group, LLC demonstrates consistent performance in line with the industry average. The firm's compensation structure is flexible, encompassing various types, including a percentage of assets under management. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to effectively manage employer funds. Notably, Welch Investment Group, LLC handles 100% of the assets they manage on a discretionary basis, ensuring a high level of trust and responsibility in their investment decisions. With a substantial client base of over 270 individuals, the firm manages an impressive $186,369,000 in assets. The longevity and dedication of key advisors, such as Sean Ealy, Josh Welch, and James Welch, contribute to the firm's stellar reputation and client satisfaction. Welch Investment Group, LLC remains committed to providing top-tier investment advisory services, assisting clients in building and preserving their wealth while navigating the complexities of the financial markets.

PFG Investments, LLC is a highly regarded local investment advisory firm headquartered in Jacksonville, OR, boasting a strong presence with five strategically located offices. With a dedicated team of 12 professionals, PFG Investments offers comprehensive investment advisory services to its esteemed clientele. Among the firm's employees, five specialize in providing expert guidance on investment matters. On average, each investment advisor at PFG Investments manages around $46,570,000 in assets under management, a figure that aligns with industry standards. The firm's compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. While the majority of PFG Investments' assets under management stem from individual accounts and 401(k) plans, which account for less than 30% of their total, the firm also possesses the expertise and capacity to handle employer funds. As evidence of their success, PFG Investments currently manages over $232,855,000 in assets on behalf of more than 260 individual clients. PFG Investments takes pride in its team of experienced advisors, several of whom have served with the firm for a significant duration. Notable longstanding professionals include Ryan Fiegi, Ekaterina Kostenko, and Nathan Williams, whose expertise and dedication contribute to the firm's outstanding reputation. With a client-centric approach and a commitment to delivering top-notch investment advisory services, PFG Investments, LLC continues to be a trusted partner for individuals and businesses alike, providing personalized strategies to help clients achieve their financial goals.

Fidelis Im, a small investment advisory firm based out of Medford, OR, is known for its exceptional track record and personalized approach. With three dedicated employees, including two seasoned investment advisors, Fidelis Im consistently delivers outstanding results for its diverse clientele. The firm's impressive average of approximately $243,680,000 in assets under management per investment advisor surpasses the industry standard, reflecting their expertise in managing substantial portfolios. Fidelis Im's compensation structure is designed to align their interests with those of their clients, combining a percentage of assets under management with performance-based fees. With over 150 individual clients entrusting them with more than $183,306,000 in assets, Fidelis Im has established a strong reputation for their wealth management services. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds, catering to a diverse range of investment needs. Fidelis Im operates from a single office location, allowing for a close-knit and collaborative working environment. Tracy Richards and Keegan Denn, two of the firm's longest-tenured registered advisors, contribute their extensive experience and deep industry knowledge to ensure that clients receive the highest level of professional guidance. With a commitment to discretion and a relentless pursuit of financial success, Fidelis Im stands as a trusted partner for individuals seeking expert investment advisory services. Their client-centric approach and impressive performance have positioned them as a leading firm in the field, dedicated to securing the financial futures of their valued clients.

Cutler Investment Counsel, LLC is a highly reputable investment advisory firm based in Jacksonville, OR. With 20 dedicated professionals on their team, they provide expert financial guidance to a diverse range of clients. Among their employees, 14 specialize in delivering top-notch investment advisory services, ensuring that clients receive tailored strategies to meet their unique goals. With an average of approximately $88,610,000 in assets under management per investment advisor, Cutler Investment Counsel, LLC maintains a competitive position within the industry. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to meet client preferences. Impressively, Cutler Investment Counsel, LLC oversees a substantial portfolio, managing over $1,054,066,000 in assets for more than 450 individual clients. While 401K and individual accounts represent less than 30% of their assets under management, the firm also possesses the expertise to handle employer funds, expanding their reach and capability in the market. With an impressive 96% of their managed assets being discretionary, Cutler Investment Counsel, LLC has built a strong reputation for their comprehensive and trustworthy investment strategies. Operating across six offices, including their main headquarters in Jacksonville, the firm offers convenient access to their services for clients throughout the region. Cutler Investment Counsel, LLC boasts a team of seasoned advisors, including long-tenured professionals such as Brooke Ashland, Matthew Patten, and Carol Fischer. Their extensive experience and deep knowledge of the industry ensure that clients receive sound financial advice and exceptional service. As a local investment advisory firm, Cutler Investment Counsel, LLC is deeply committed to serving the financial needs of their community and delivering consistent value to their clients.

Kingsview Wealth Management, LLC is a renowned regional investment advisory firm headquartered in Grants Pass, Oregon. With an extensive network of 28 offices, Kingsview Wealth Management, LLC is well-positioned to serve clients across the region. Comprising a team of 150 dedicated professionals, including 70 experienced investment advisors, the firm is committed to providing top-notch investment advisory services. On average, each investment advisor at Kingsview Wealth Management, LLC oversees approximately $51,200,000 in assets under management, reflecting the firm's solid standing within the industry. Their compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to meet diverse client needs. One of Kingsview Wealth Management, LLC's notable strengths lies in its expertise in managing employer 401Ks and individual assets, which collectively account for roughly half of their impressive assets under management. As a registered representative of a broker-dealer, the firm offers comprehensive financial solutions to a wide range of clients. Boasting a substantial client base of over 5,480 individuals, Kingsview Wealth Management, LLC oversees a staggering $3,584,124,000 in assets under management. The firm takes pride in its long-tenured advisors, including Joshua Saunders, Sean McGillivray, and Mitchell Ehmka, who bring a wealth of experience and expertise to their clients. With a track record of providing discretionary management for 100% of the assets they oversee, Kingsview Wealth Management, LLC has established itself as a trusted partner in helping clients achieve their financial goals. Their commitment to personalized service and extensive industry knowledge has earned them a stellar reputation in the wealth management landscape.

Koenig Investment Advisory, LLC, based in Medford, OR, is a reputable and client-focused investment advisory firm. With a commitment to personalized service, the firm operates from a single office, catering to a select group of clients in the region. Led by a team of 3 dedicated professionals, all specializing in investment advisory services, Koenig Investment Advisory provides expert guidance to their clientele. With an average of approximately $64,180,000 in assets under management per investment advisor, they are aligned with industry norms in terms of managing client portfolios. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests remain aligned with their clients' success. While 401K and individual accounts account for less than 30% of their assets under management, Koenig Investment Advisory has the capability and expertise to effectively manage employer funds. Notably, Koenig Investment Advisory primarily manages discretionary assets, exemplifying their commitment to making informed investment decisions on behalf of their clients. The majority of these assets are dedicated to high-net-worth individuals seeking comprehensive wealth management solutions. With over 220 individual clients and a substantial $192,528,000 in assets under management, Koenig Investment Advisory is dedicated to providing tailored financial advice to meet the unique needs and goals of each client. The firm boasts a team of experienced advisors, including Hugo Sanchez, Lorrie Anne Miller, and Jeffrey McCullough, who bring a wealth of knowledge and expertise to the table. Koenig Investment Advisory, LLC, takes pride in their client-centric approach and strives to deliver exceptional investment advisory services, empowering their clients to achieve their financial objectives.