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
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$340,603,083 | No set account minimum |
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Minimum AssetsNo set account minimumFinancial Services
|
| 2 |
Summa Global Advisors, LLC
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$140,727,670 | $500,000 |
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Minimum Assets$500,000Financial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. 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. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
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.
