Pure Portfolios, a small investment advisory firm headquartered in Lake Oswego, OR, is dedicated to providing comprehensive financial services and personalized investment strategies. With two offices strategically located, they ensure convenient access for their clients. With a team of five employees, including three experienced investment advisors, Pure Portfolios offers expert guidance and tailored solutions. Their advisors demonstrate proficiency by managing an average of $65,000,000 in assets under management per advisor, aligning with the industry average. Their compensation structure includes a variety of options, such as a percentage of assets under management, fixed fees, and performance-based fees. Pure Portfolios manages a diverse portfolio, overseeing more than $240,807,000 in assets for over 130 individual clients. The firm specializes in serving high-net-worth individuals, reflecting their expertise in addressing the unique financial needs of affluent clients. While 401K and individual accounts account for less than 30% of their assets under management, Pure Portfolios possesses the capability to effectively manage employer funds. A notable aspect of Pure Portfolios is their commitment to discretionary asset management, as 100% of the assets they oversee fall under this category. This approach allows them to make informed decisions on behalf of their clients, taking into consideration their individual circumstances and financial goals. Pure Portfolios takes pride in their long-tenured advisors, including Erin Varghese, Nikolaas Schuurmans, and Julie Johnsen, who have played integral roles in the firm's success and client satisfaction. With a client-centric approach and a focus on delivering tailored investment strategies, Pure Portfolios continues to serve as a trusted partner in Lake Oswego and beyond, assisting individuals in achieving their financial objectives.

Multnomah Group, Inc. is a highly reputable investment advisory firm based out of Portland, Oregon. With a distinguished presence in the financial industry, they have successfully served over 80 individual clients, managing an impressive portfolio of assets valued at over $1,049,864,000. As a local firm, Multnomah Group, Inc. prides itself on providing personalized financial solutions tailored to meet the unique needs of their clients. With their main office in Portland, Multnomah Group, Inc. possesses a deep understanding of the local market dynamics and leverages this knowledge to deliver exceptional investment advice. As a testament to their commitment to professionalism and expertise, 100% of the assets they manage are under their discretionary control, ensuring their clients' financial interests are always prioritized. Multnomah Group, Inc. boasts a team of 23 dedicated professionals, 13 of whom are specialized investment advisors. With an average of approximately $80,760,000 in assets under management per investment advisor, they maintain a level of service that aligns with industry standards. Their compensation structure is flexible, offering various options including a percentage of assets under management, hourly charges, and fixed fees, ensuring a fair and transparent relationship with their clients. The firm takes pride in its long-standing relationships with clients, which can be attributed to the expertise and experience of their advisors. Notably, Brian Montanez, Scott Cameron, and Erik Daley stand among the longest-tenured advisors at Multnomah Group, Inc. Their extensive knowledge and proven track record have consistently contributed to the firm's success and client satisfaction. Overall, Multnomah Group, Inc. distinguishes itself as a trusted investment advisory firm that combines local expertise with personalized financial solutions, providing clients with the guidance they need to achieve their long-term financial goals.

Price Financial Group Wealth Management, Inc., based out of Beaverton, OR, is a highly qualified and reputable investment advisory firm. With a total of 7 dedicated employees, including 3 experienced advisors specializing in investment advisory services, the firm offers comprehensive wealth management solutions to a diverse client base. Price Financial Group's compensation structure is designed to align the interests of the firm with its clients. It includes various types of fees, such as a percentage of assets under management and performance-based fees. With over 430 individual clients, the firm manages an impressive portfolio of over $105,033,000 in assets. A significant portion of Price Financial Group's assets under management, over 80%, are comprised of employer 401K plans and individual investments. This demonstrates their expertise in managing both employer-sponsored retirement plans and individual investment portfolios. Moreover, the firm's services extend to all types of clients, including both employers and employees. Price Financial Group is proud to offer discretionary management of 100% of the assets they oversee. This provides their clients with peace of mind, knowing that the firm has the authority to make investment decisions on their behalf, based on their individual financial goals and risk tolerance. With three offices strategically located in Beaverton, Price Financial Group is easily accessible to its clients. The firm boasts a team of experienced advisors, including Robert Caldwell, Mateusz Sudol, and Matthew Mai, who have earned the trust and loyalty of their clients over the years. In summary, Price Financial Group Wealth Management, Inc. is a small yet highly qualified investment advisory firm based in Beaverton, OR. With a focus on personalized wealth management and a strong track record, they are dedicated to helping their clients achieve their financial objectives.

M Holdings Securities, Inc., headquartered in Portland, OR, is a prominent regional investment advisory firm specializing in providing comprehensive financial solutions to a diverse client base. With 738 dedicated professionals, including 246 skilled investment advisors, the company offers a wide range of investment advisory services. The firm's advisors manage an impressive average of approximately $16,650,000 in assets under management per advisor. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring flexibility and alignment with client needs. M Holdings Securities, Inc. boasts a substantial client portfolio, serving over 8,170 individual clients with assets under management exceeding $3,932,370,000. A significant portion of these assets belongs to high-net-worth individuals, demonstrating the firm's expertise in catering to affluent clients. Notably, around half of the assets under management are sourced from employer 401K plans or individual clients, reflecting the company's strong experience in this domain. The firm's extensive expertise extends beyond investment advisory services, as M Holdings Securities, Inc. also serves as an insurance broker or agent, offering comprehensive insurance solutions to meet clients' risk management needs. Operating from 106 offices, M Holdings Securities, Inc. maintains a strong regional presence, providing personalized financial guidance to clients throughout the area. The firm takes pride in its team of seasoned advisors, including notable figures such as Guy Thomas, Lee Mezrah, and John Lawson, who have demonstrated their commitment and expertise throughout their tenure. With a robust client-centric approach and a wide array of financial services, M Holdings Securities, Inc. stands as a trusted partner for individuals and organizations seeking tailored investment and insurance solutions in the Portland, OR region.

Vision Capital Management Inc is a local investment advisory firm based out of Portland, Oregon, with one office. With 14 dedicated employees, nine of whom specialize in investment advisory services, Vision Capital Management Inc delivers personalized financial solutions to its clients. The firm maintains an average of approximately $95,580,000 in assets under management per investment advisor, a figure that aligns with the industry average. At Vision Capital Management Inc, their compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Moreover, the entire portfolio of assets managed by Vision Capital Management Inc is discretionary, ensuring clients trust the firm's expertise and decision-making. The firm's client base primarily consists of high-net-worth individuals, with over 250 individual clients entrusting them with a substantial $860,221,000 in assets under management. Notably, Vision Capital Management Inc boasts a team of experienced advisors, including Sarah Quist, Marina Johnson, and Suzanne McGrath, who have contributed to the firm's success over the years. With a commitment to delivering comprehensive investment strategies tailored to individual needs, Vision Capital Management Inc is dedicated to helping clients achieve their financial goals and secure their financial futures.

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.

Vista Capital Partners, Inc. is a prominent local investment advisory firm based in Portland, Oregon. With a robust client base comprising over 310 individual clients, they have amassed an impressive $2,090,204,000 in assets under management. This firm stands out for its expertise in managing discretionary assets, with 100% of the assets they oversee falling under this category. While employer-managed funds constitute a significant portion of their portfolio, 401(k) and individual accounts make up less than 30% of their assets under management. Their primary focus lies in catering to the investment needs of high net worth individuals, who entrust Vista Capital Partners, Inc. with the management of their substantial wealth. Vista Capital Partners, Inc. boasts a team of 35 dedicated professionals, with 18 of them specializing in providing investment advisory services. These seasoned advisors, including Dougal Williams, Michael O'Reilly, and Douglas Johanson, bring their extensive experience and expertise to the table. Their tenure at the firm reflects their commitment to delivering superior financial guidance to clients. The compensation structure at Vista Capital Partners, Inc. encompasses various types, with a significant component tied to a percentage of assets under management. This ensures that the firm's interests are aligned with those of its clients. On average, each investment advisor manages approximately $116,120,000 in assets, which aligns with the industry average. With its solid track record, a diverse range of services, and a dedicated team of professionals, Vista Capital Partners, Inc. continues to provide exceptional investment advisory services to its discerning clientele in Portland and beyond.

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.

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.

Stangier Wealth Management is a small investment advisory firm based out of Portland, OR, with one office. With a team of four dedicated professionals, they specialize in providing comprehensive investment advisory services. With an average of $52,550,000 in assets under management per investment advisor, Stangier Wealth Management maintains an industry-average performance. They offer a diverse compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees. Renowned for their expertise in employer 401Ks and individual investments, approximately half of the firm's assets under management stem from these sources. Stangier Wealth Management excels in this space, leveraging their extensive experience to deliver tailored solutions. As a testament to their trustworthiness, 100% of the assets they manage are done so on a discretionary basis. Additionally, Stangier Wealth Management extends their services as an insurance broker or agent, ensuring that clients have access to comprehensive financial protection. With over 520 individual clients and an impressive $210,197,000 in assets under management, the firm has established a robust presence in the financial market. The team at Stangier Wealth Management comprises seasoned professionals, including the highly respected advisors David Berney, Carol Young, and Gretchen Stangier. Their longevity and expertise contribute to the firm's reputation for delivering reliable and personalized investment strategies. Stangier Wealth Management remains committed to providing exceptional service to their clients, helping them achieve their financial goals through astute investment advice and comprehensive insurance solutions.

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.