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.

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.

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.

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.

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.

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.

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.

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.