Columbia River Advisors

Columbia River Advisors (CRD# 154571) is a financial advisory firm headquartered in Tacoma, WA. They manage $441,950,774 in 985 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    442
    MILLION
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $448,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, FL, IN, MT, NC, OH, OR, WA, WI

Financial Advisors at Columbia River Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin J. Addink
CRD#: 4387214
34303 Pacific Highway South, Suite 120, Federal Way, WA 98003

Benjamin Addink (CRD# 4387214) is an Investment Advisor Representative working at Columbia River Advisors in Federal Way, WA and has over 20 years of experience in the finance industry.

2
Donald A. Foy
CRD#: 4821689
2200 North 30th Street, Suite 202, Tacoma, WA 98403

Donald Foy (CRD# 4821689) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, 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

Matthew Keefe (CRD# 3273518) is an Investment Advisor Representative working at Columbia River Advisors in Tacoma, WA and has over 21 years of experience in the finance industry.

4
Cassidy A. Stevick
CRD#: 6598585
2407 Pacific Avenue, Suite 2 A, Olympia, WA 98501

Cassidy Stevick (CRD# 6598585) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has over 5 years of experience in the finance industry.

5
Adam Q. Zimmerman
CRD#: 4321709
11100 Main Street Suite 301, Bellevue, WA 98004

Adam Zimmerman (CRD# 4321709) is an Investment Advisor Representative working at Columbia River Advisors in Bellevue, WA and has over 20 years of experience in the finance industry.

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