North Ridge Wealth Advisors, Inc.

North Ridge Wealth Advisors, Inc. (CRD# 157516) is a financial advisory firm headquartered in Portland, OR. They manage $47,700,000 in 206 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $231,553
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

OR, TX, WA

Financial Advisors at North Ridge Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Adam D. Cornwell
CRD#: 5205151
610 Sw Broadway, Suite 408, Portland, OR 97205
96
Wealthminder
score

Adam Cornwell (CRD# 5205151) is an Investment Advisor Representative working at North Ridge Wealth Advisors, Inc. in Portland, OR and has over 11 years of experience in the finance industry. Adam Cornwell 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
Brian J. Lawrence
CRD#: 2917764
610 Sw Broadway, Suite 408, Portland, OR 97205
96
Wealthminder
score

Brian Lawrence (CRD# 2917764) is an Investment Advisor Representative working at North Ridge Wealth Advisors, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

3
Andrew G. Darkins
CRD#: 6526796
610 Sw Broadway, Suite 408, Portland, OR 97205
87
Wealthminder
score

Andrew Darkins (CRD# 6526796) is an Investment Advisor Representative working at North Ridge Wealth Advisors, Inc. in Portland, OR and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.