Anderson & Anderson Advisory, LLC is a distinguished investment advisory firm located in Longview, WA. With a solid reputation in the financial industry, they have amassed a clientele of over 230 individual clients, entrusting them with a remarkable $268,974,000 in assets under management. As a small yet thriving firm, Anderson & Anderson Advisory, LLC operates from a single office, catering to the investment needs of their diverse client base. In addition to their investment advisory services, Anderson & Anderson Advisory, LLC also serves as an insurance broker or agent, further enhancing their ability to meet their clients' comprehensive financial needs. While the firm's assets under management are primarily derived from sources other than 401(k) and individual accounts, they possess the expertise to effectively manage employer funds. The compensation structure at Anderson & Anderson Advisory, LLC is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees. This allows clients to choose the payment method that aligns best with their financial goals. With a team of six dedicated professionals, including two investment advisors, Anderson & Anderson Advisory, LLC ensures that each client receives personalized attention and expert guidance. Their investment advisors manage an impressive average of approximately $134,490,000 in assets, surpassing the industry average, indicating their competence and proficiency. Notably, John Anderson and Max Anderson are among the firm's longest tenured registered advisors, bringing their extensive knowledge and experience to benefit clients. Anderson & Anderson Advisory, LLC continues to uphold its commitment to excellence, providing exceptional financial advisory and insurance services to its valued clientele.

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.

Dale Q. Rice Investment Management is a small investment advisory firm based out of Vancouver, WA. With one office, the firm prides itself on providing personalized and comprehensive financial services to its clients. With a team of four dedicated professionals, including one investment advisor, they are committed to delivering exceptional investment advice and wealth management strategies. With an average of approximately $87,230,000 in assets under management per investment advisor, Dale Q. Rice Investment Management performs on par with the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management. While their portfolio mainly consists of discretionary assets, they possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Aside from their investment advisory services, Dale Q. Rice Investment Management also serves as an insurance broker or agent, catering to the diverse financial needs of their clients. Their extensive clientele comprises over 110 individual clients, with assets under management totaling over $87,226,000. Dale Rice, one of the longest-tenured registered advisors at the firm, has been contributing his expertise since 2022. With a deep understanding of the financial industry and a commitment to client success, Dale Q. Rice Investment Management strives to build lasting relationships and help clients achieve their financial goals with confidence.

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.

James R. Martin Consulting, Inc, based out of Vancouver, WA, is a highly regarded small investment advisory firm with a stellar reputation in the financial industry. With over 180 individual clients and more than $400,399,000 in assets under management, the firm prides itself on providing personalized, comprehensive financial solutions. Catering to a diverse clientele, James R. Martin Consulting, Inc focuses on managing the assets of high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their total assets, the firm possesses the expertise and capability to handle employer funds, thereby offering a holistic approach to investment management. With all three employees dedicated to delivering exceptional investment advisory services, the firm maintains a high average of approximately $133,470,000 in assets under management per investment advisor. This figure surpasses the industry average and demonstrates the firm's commitment to providing individual attention and tailored strategies to each client. James R. Martin Consulting, Inc adopts a transparent and client-centered compensation structure. Their fees are calculated as a percentage of assets under management, ensuring alignment with clients' best interests. Additionally, the firm's investment advisory services are entirely discretionary, enabling them to make informed decisions on behalf of their clients with minimal bureaucratic hurdles. As a trusted partner in wealth management, James R. Martin Consulting, Inc offers a comprehensive suite of services designed to optimize investment returns and foster long-term financial success for their esteemed clientele.

Harlow Wealth Management, Inc. is a reputable investment advisory firm located in Vancouver, WA. With 16 dedicated employees, including 7 seasoned professionals specializing in investment advisory services, they strive to provide top-notch financial guidance to their clients. The firm manages an impressive total of over $254,195,000 in assets, averaging approximately $46,070,000 per investment advisor, which aligns with the industry average. Harlow Wealth Management, Inc. has established a solid reputation for effectively managing employer 401Ks and individual assets, which constitute roughly half of their assets under management. They possess extensive experience in this domain, enabling them to deliver exceptional results. Notably, all the assets under their management are discretionary, reflecting the trust and confidence placed in their expertise. In addition to their investment advisory services, Harlow Wealth Management, Inc. also serves as an insurance broker or agent, offering comprehensive coverage options to meet their clients' diverse needs. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Located in Vancouver, WA, Harlow Wealth Management, Inc. operates from a single office, fostering a personalized approach to client relationships. The firm boasts a team of seasoned advisors, including Alex Diaz, Daniel Erickson, and Christopher Harlow, who possess extensive industry knowledge and expertise. Their dedication to delivering outstanding financial solutions has earned them a solid reputation among their 650 individual clients and the local community at large.

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.

Johnson Bixby is a highly regarded local investment advisory firm based in Vancouver, WA. With a single office, the firm prides itself on providing comprehensive investment advisory services to its clients. Johnson Bixby has a team of six dedicated professionals, all of whom specialize in offering expert investment advice. On average, each investment advisor at Johnson Bixby manages approximately $98,460,000 in assets under management, demonstrating their capability in handling substantial portfolios. Their compensation structure is diversified, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. While less than 30% of their assets under management are from 401K and individual accounts, Johnson Bixby possesses the expertise and capacity to manage employer funds. They exercise discretionary control over 100% of the assets they manage, showcasing their ability to make independent and informed investment decisions on behalf of their clients. With a focus on high-net-worth individuals, Johnson Bixby oversees a significant amount of assets. The firm serves over 420 individual clients, managing a total of over $590,749,000 in assets under management. Notably, the firm's longest-tenured advisors, including Zachary Reuter, Amanda Peterson, and Heidi Johnson Bixby, bring extensive experience and expertise to the team, further enhancing the firm's reputation. Johnson Bixby is committed to delivering personalized and strategic investment guidance, tailored to meet the unique financial goals of their clients. Their strong track record and dedication to excellence have positioned them as a trusted partner in helping individuals navigate the complexities of wealth management and achieve their long-term objectives.

Martel Wealth Advisors Inc, based out of Vancouver, WA, is a local investment advisory firm providing comprehensive financial planning and wealth management services. With a team of 14 dedicated professionals, they specialize in investment advisory services, with 12 advisors focusing on delivering personalized investment strategies to their clients. As an established firm, Martel Wealth Advisors Inc manages a substantial amount of assets, with an average of approximately $65,590,000 in assets under management per investment advisor, aligning closely with the industry average. They cater to a diverse client base, serving over 730 individual clients and overseeing more than $897,153,000 in assets. Martel Wealth Advisors Inc employs a flexible compensation structure that includes fixed fees and performance-based fees. This approach ensures that their clients receive tailored solutions that align with their specific financial goals and objectives. While Martel Wealth Advisors Inc predominantly manages individual accounts and 401K plans, which collectively account for less than 30% of their assets under management, they also possess the expertise to handle employer funds. A significant portion, 83%, of the assets they manage are discretionary, allowing them to make investment decisions on behalf of their clients with their best interests in mind. With its office in Vancouver, WA, Martel Wealth Advisors Inc has established a strong presence in the local community. The firm boasts a team of experienced advisors, including Michele Madasz, Lloyd Caudle, and Jason Martel, who have demonstrated their commitment to serving clients with integrity and expertise over many years.

Continental Investors Services, Inc. is a trusted and local investment advisory firm headquartered in Longview, WA, serving clients with their financial goals in mind. With two offices, this well-established firm comprises a team of 16 dedicated professionals, of which 8 specialize in providing expert investment advisory services. With an impressive average of approximately $14,030,000 in assets under management per investment advisor, Continental Investors Services, Inc. demonstrates their commitment to delivering exceptional results for their clients. Their compensation structure encompasses various types, including a percentage of assets under management and commissions, ensuring alignment with their clients' best interests. Renowned for their expertise in managing employer 401K plans and individual investments, Continental Investors Services, Inc. oversees more than 80% of their assets under management in these areas. Their extensive experience and qualifications make them an ideal choice for employers seeking a reliable partner to manage their 401K plans and employees seeking to optimize their investment portfolios. The firm takes pride in its discretion, as 100% of the assets they manage are under their prudent control. With a broad client base comprising over 740 individuals, Continental Investors Services, Inc. effectively oversees an impressive total of over $112,245,000 in assets under management. Continental Investors Services, Inc. benefits from a team of seasoned advisors, including the highly tenured Aili Wild, Michelle Elo, and Betty Trembley. Their wealth of experience and commitment to personalized service ensures that clients receive tailored financial strategies to meet their specific needs. Continental Investors Services, Inc. remains dedicated to guiding clients towards financial success, offering comprehensive investment advisory services that are second to none in the industry.