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.

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.

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.

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.

Capstone Wealth Advisors, LLC is a well-established investment advisory firm based out of Salem, OR. With over 1,200 individual clients and more than $652,419,000 in assets under management, Capstone Wealth Advisors, LLC has gained a solid reputation in the industry. They have four offices strategically located to better serve their clients' needs. One of the key strengths of Capstone Wealth Advisors, LLC lies in their expertise in managing employer 401Ks and individual investments, which comprise approximately half of their assets under management. With a deep understanding of this space, they provide comprehensive financial solutions tailored to the unique needs and goals of their clients. Capstone Wealth Advisors, LLC offers a range of services, including investment advisory and insurance brokerage. They operate under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. This approach ensures a streamlined and efficient process, allowing their clients to focus on their financial objectives while trusting Capstone Wealth Advisors, LLC to manage their assets. The firm employs a team of nine dedicated professionals, all of whom specialize in investment advisory services. Each investment advisor at Capstone Wealth Advisors, LLC manages an average of approximately $72,490,000 in assets, which is in line with the industry average. Notably, the firm boasts a number of long-tenured advisors, including Steven Hoglund, Kosuke Takahashi, and Robert Norton, who bring a wealth of experience and expertise to the table. Capstone Wealth Advisors, LLC employs a flexible compensation structure, offering options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose the payment model that aligns best with their preferences and needs. Overall, Capstone Wealth Advisors, LLC is committed to delivering exceptional service and helping their clients achieve their financial goals.