Epic Trust Investment Advisors LLC, a local investment advisory firm headquartered in Richland, WA, boasts a diverse client base of over 700 individuals. With a stellar track record, they oversee an impressive $248,896,000 in assets under management. Committed to providing top-notch financial services, Epic Trust Investment Advisors LLC operates from two strategically located offices. In addition to their investment advisory expertise, Epic Trust Investment Advisors LLC extends their services as an insurance broker or agent. They possess extensive experience managing employer 401Ks and individual investments, accounting for nearly half of their assets under management. Notably, 87% of the assets entrusted to them are managed on a discretionary basis, demonstrating their clients' confidence in their decision-making abilities. Epic Trust Investment Advisors LLC implements a comprehensive compensation structure, offering multiple options to suit their clients' preferences. Their fees can be based on a percentage of assets under management, hourly charges, or fixed fees. This flexibility ensures that clients have choices aligned with their specific needs. With a dedicated team of six employees, Epic Trust Investment Advisors LLC maintains a favorable ratio of assets under management to investment advisor. On average, each advisor oversees approximately $41,480,000 in assets. The firm takes pride in the longevity of their advisors, with Lori Selby, Patrick Galloway, and Melanie Crane standing as some of the most tenured professionals in the team. Epic Trust Investment Advisors LLC continues to provide exceptional financial guidance and service to their clients, solidifying their reputation as a trusted and reliable partner in wealth management.

Monson Wealth Management, Inc. is a small investment advisory firm based out of Kennewick, WA, providing comprehensive financial planning and investment management services. With a single office location, the firm serves a diverse client base consisting of over 490 individual clients. Led by Eldon Fielding-Monson, a seasoned registered advisor with the firm since 2014, Monson Wealth Management, Inc. prides itself on its extensive expertise and experience in the financial industry. The firm manages a substantial amount of assets under management, averaging approximately $99,920,000 per investment advisor. This places them on par with the industry average. Monson Wealth Management, Inc. caters to a wide range of clients, including both employer-sponsored 401K plans and individual investors. With over 80% of their assets coming from these sources, they have established themselves as highly qualified in managing 401K plans for both employers and employees. Monson Wealth Management, Inc. employs a flexible compensation structure that includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can choose a payment method that aligns with their preferences and needs. The firm takes a discretionary approach to asset management, giving them the freedom to make investment decisions on behalf of their clients. This allows Monson Wealth Management, Inc. to provide personalized and tailored investment strategies to each client, based on their unique financial goals and risk tolerance. With a dedicated team of four employees, including one investment advisor, Monson Wealth Management, Inc. strives to deliver exceptional service, comprehensive financial guidance, and sound investment strategies to help clients achieve their financial aspirations.

Petersen Hastings Investment Management Inc, a prominent investment advisory firm based in Kennewick, WA, has established itself as a trusted partner in the financial industry. With a team of 17 dedicated professionals, 14 of whom specialize in investment advisory services, the firm combines expertise and personalized attention to meet the unique financial goals of their clients. Each investment advisor manages an average of $25,990,000 in assets, reflecting their extensive experience and comprehensive knowledge of the market. Petersen Hastings Investment Management Inc's compensation structure is flexible, offering various options such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' best interests. The firm boasts an impressive client base, serving over 680 individuals and managing assets totaling more than $927,086,000. While the majority of their assets under management are from individual clients, Petersen Hastings Investment Management Inc also possesses the capability to manage employer funds, expanding their reach and impact. As a local advisory firm deeply rooted in the Kennewick community, Petersen Hastings Investment Management Inc operates from two offices, providing convenient access and personalized service to their clients. The firm takes pride in its long-standing advisors, including Matthew Neff, Scott Sarber, and Roger Hastings, who bring a wealth of experience and expertise to the table. All the assets under their management are discretionary, emphasizing the firm's commitment to making informed investment decisions on behalf of their clients. Petersen Hastings Investment Management Inc continues to deliver exceptional financial guidance, leveraging their deep industry knowledge and dedication to client success. With their client-focused approach and seasoned team, they remain a leading force in the investment management landscape.

Buckley Investment Group, LLC, based out of Walla Walla, WA, is a distinguished investment advisory firm catering to over 110 individual clients. With assets under management exceeding $94,505,000, the company holds a strong position in the industry. As a small yet impactful firm, Buckley Investment Group, LLC operates from a single office and serves a diverse range of clients. While the majority of their assets under management are allocated to discretionary investments, the firm possesses the expertise to handle employer funds, although such accounts represent less than 30% of their portfolio. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With a dedicated team of three employees, two of whom provide investment advisory services, Buckley Investment Group, LLC maintains an impressive average of approximately $47,250,000 in assets under management per investment advisor, aligning with the industry standard. The firm takes pride in the longevity of its registered advisors, with John Buckley and Shannon Ebding serving as two of the longest-tenured professionals within the company. Drawing on their extensive knowledge and experience, Buckley Investment Group, LLC aims to offer comprehensive financial solutions tailored to each client's unique needs and goals. By providing personalized advice and exemplary service, they strive to help clients navigate the complexities of investment management and achieve long-term financial success.

HFG Advisors, Inc. is a leading local investment advisory firm headquartered in Kennewick, WA. With three offices strategically located, HFG Advisors, Inc. provides comprehensive investment advisory services to clients in the region. The firm boasts a dedicated team of eight highly skilled professionals, seven of whom specialize in offering top-notch investment advice to their clients. With an impressive average of approximately $36,240,000 in assets under management per investment advisor, HFG Advisors, Inc. has established a strong reputation for delivering exceptional financial solutions. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients receive tailored services that align with their unique needs. While the firm manages a diverse portfolio, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, HFG Advisors, Inc. possesses the expertise and capability to effectively manage employer funds, providing comprehensive financial planning solutions to businesses as well. Impressively, 99% of the assets managed by HFG Advisors, Inc. are discretionary, highlighting the trust and confidence clients place in their expertise. With over 100 individual clients and a staggering $253,679,000 in assets under management, the firm has demonstrated its ability to deliver exceptional results for their clients' financial goals. HFG Advisors, Inc. takes pride in its team of experienced advisors, with notable names such as Preston Eder, Anthony Smith, and Nicholas Hengl among their longest tenured professionals. Their collective expertise and commitment to client success ensure that HFG Advisors, Inc. remains a trusted partner for individuals and businesses seeking comprehensive investment advisory services in the Kennewick, WA area.