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Top Financial Advisors in Clackamas, OR

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Clackamas, Oregon

You’ll likely have numerous options when it comes to financial advisors firms in Clackamas, Ohio. To make your search easier, we’ve created a list of the top firms in the area. In our review, we analyze and compare each firm’s assets under management (AUM), investment strategies, advisory services and more. Interested in another method? Our financial advisor matching tool can connect you with up to three advisors who serve your area for free.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 True North Retirement Advisors, LLC True North Retirement Advisors, LLC logo Find an Advisor

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$340,603,083 No set account minimum
  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning services
  • Portfolio management
  • Pension consulting services
  • Educational seminars/workshops
2 Summa Global Advisors, LLC Summa Global Advisors, LLC logo Find an Advisor

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$140,727,670 $500,000
  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

$500,000

Financial Services

  • Financial planning services
  • Portfolio management
  • Selection of other advisors (including private fund managers)

What We Use in Our Methodology

To find the top financial advisors in Clackamas, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

True North Retirement Advisors

Fee-based firm True North Retirement Advisors tops our list with a few hundred million in assets under management. True North serves around 300 clients, including individuals with and without a high net worth and pension and profit-sharing plans. For advisory services, clients pay asset-based fees and fixed fees. Some advisors earn commissions for selling insurance products.

The firm has a small staff of advisors, and it includes one certified financial planner (CFP), one chartered retirement planning counselor (CRPC), one qualified plan financial consultant (QPFC) and one certified business exit planner (CEXP). True North doesn’t impose a minimum account size requirement on new clients.

True North Retirement Advisors Background

True North Retirement Advisors has been an investment advisor since 2017. Owned by Ashley M. Micciche and David G. Wilson, the firm specializes in portfolio management, financial planning, pension consulting and educational seminars and workshops.

True North Retirement Advisors Investment Strategy

True North Retirement Advisors says it believes in a disciplined, balanced approach to investing. In evaluating securities, the firm mainly uses fundamental analysis. True North’s investment strategies include long-term purchases and short-term purchases. 

The firm offers investment advice in stocks, bonds, mutual funds, certificates of deposit (CDs) and exchange-traded funds (ETFs). Summa also utilizes municipal securities, corporate debt securities and United States government and agency securities.

Summa Global Advisors

Summa Global Advisors is a fee-only firm serving non-high-net-worth individuals, high-net-worth individuals, families, trusts and charitable foundations. A small staff of advisors manage the assets of the firm’s nearly clients. Each client must have at least $500,000 to establish an advisory relationship, though this minimum may be waivable.

When it comes to advisory fees, Summa charges asset-based fees and flat or hourly fees. As for the firm’s team of advisors, some of its credentials include the chartered financial analyst (CFA), certified financial planner (CFP) and accredited estate planner (AEP) designations.

Summa Global Advisors Background

In 2008, Summa Global Advisors was created by Roger Johnson. Today, the firm’s managing partners and owners are Rachel Wakefield and Henry Yu. Together, the duo has about 50 years' of combined experience in the financial services industry.

The firm’s advisory services include portfolio management, financial planning and advisor referral services. Financial plans are often centered around retirement planning.

Summa Global Advisors Investment Strategy

Summa Global Advisors says it values long-term investing and that all purchases are made with the intention of holding securities for the long-term. The firm utilizes passive investments, asset allocation, diversification and various other income and equity strategies.

The firm uses a span of investments, including mutual funds, exchange-traded funds (ETFs), individual equities, bonds, non-traded securities and various other investments.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.