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Updated May 30, 2024

Columbia River Advisors

Investment Advisor Firm

Total assets under management$426M

Years in business13+

Total assets under management$426M

Years in business13+

About Columbia River Advisors

Columbia River Advisors is a distinguished Registered Investment Advisory (RIA) firm founded with a vision to accompany individuals and families on their life journey toward achieving greater financial heights. Their seasoned team of wealth management advisors offers comprehensive and holistic wealth management solutions rooted in unbiased, innovative, and forward-thinking strategies.

What sets Columbia River Advisors apart is their dedicated team approach, positioning themselves as the financial quarterback for clients. They offer a range of services including financial planning, investment management, and consulting. As an independent SEC-registered investment advisor firm, they prioritize the best interests of their clients.

At the core of their philosophy are values that include family, integrity, discipline, patience, creativity, and giving back. Columbia River Advisors is deeply committed to creating purpose for their clients' wealth, helping them build, protect, and preserve legacies.

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Areas of specialty

Retirement Planning

Estate Planning

Tax Planning

Cashflow Management

Financial Planning

More about Columbia River Advisors

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	154571	4

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
154571	4

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