Columbia River Advisors

Columbia River Advisors (CRD# 154571) is a financial advisory firm headquartered in Tacoma, WA. They manage $372,743,984 in 3,614 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    3,614
    ACCOUNTS
  • Average Account Value
    $103,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, OR, TX, WA

Financial Advisors at Columbia River Advisors
Showing 1 - 9 of 9 top financial advisors.
1
Mark L. Cottle
CRD#: 1322905
11100 Main Street, Suite 301, Bellevue, WA 98004
96
Wealthminder
score

Mark Cottle (CRD# 1322905) is an Investment Advisor Representative working at Columbia River Advisors in Bellevue, WA and has over 33 years of experience in the finance industry. Mark Cottle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adam Q. Zimmerman
CRD#: 4321709
11100 Main Street Suite 301, Bellevue, WA 98004
96
Wealthminder
score

Adam Zimmerman (CRD# 4321709) is an Investment Advisor Representative working at Columbia River Advisors in Bellevue, WA and has over 17 years of experience in the finance industry.

3
Matthew P. Keefe
CRD#: 3273518
2115 N 30th Street, #102, Tacoma, WA 98403
93
Wealthminder
score

Matthew Keefe (CRD# 3273518) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 17 years of experience in the finance industry.

4
John G. Voigt
CRD#: 455400
3226 Rosedale Street, Suite 201, Gig Harbor, WA 98335
93
Wealthminder
score

John Voigt (CRD# 455400) is an Investment Advisor Representative working at Columbia River Advisors in Gig Harbor, WA and has over 28 years of experience in the finance industry.

5
Nathanael J. Breitenberg
CRD#: 5941084
2407 N. 31st Street, Suite 202, Tacoma, WA 98407
90
Wealthminder
score

Nathanael Breitenberg (CRD# 5941084) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 4 years of experience in the finance industry.

6
Melanie J. Aggergaard
CRD#: 5233010
2407 Pacific Avenue, Suite A, Olympia, WA 98501
89
Wealthminder
score

Melanie Aggergaard (CRD# 5233010) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has over 2 years of experience in the finance industry.

7
Cassidy A. Stevick
CRD#: 6598585
2407 Pacific Avenue, Suite 2 A, Olympia, WA 98501
88
Wealthminder
score

Cassidy Stevick (CRD# 6598585) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has 1 year of experience in the finance industry.

8
Benjamin J. Addink
CRD#: 4387214
34303 Pacific Highway South, Suite 120, Federal Way, WA 98003
63
Wealthminder
score

Benjamin Addink (CRD# 4387214) is an Investment Advisor Representative working at Columbia River Advisors in Federal Way, WA and has over 17 years of experience in the finance industry.

9
Donald A. Foy
CRD#: 4821689
2200 North 30th Street, Suite 202, Tacoma, WA 98403
63
Wealthminder
score

Donald Foy (CRD# 4821689) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.