Top 4 financial advisor firms in Clackamas

4 SEC-registered financial advisor firms are headquartered in Clackamas, OR, with $1.46B in combined regulatory assets under management. The largest by assets are Pinnacle Wealth Advisors ($550M), True North Retirement Advisors ($461M) and Gretchen Stangier ($300M).

4
Financial advisor firms: $1.46B
Their combined AUM: $381M
Median firm AUM: 1,835
Clients of the top 4

The 4 largest by assets

1
Pinnacle Wealth Advisors
RIA
$550M
0.85% to 1.60% a year
2
True North Retirement Advisors
RIA
$461M
0.40% to 1.00% a year
3
Gretchen Stangier
RIA
$300M
0.35% to 0.99% a year
4
Summa Global Advisors
RIA
$144M
0.50% to 1.00% a year

Profiles of the top 4

No. 1 · RIA

Pinnacle Wealth Advisors

Pinnacle Wealth Advisors is an investment adviser based in Clackamas, OR, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $550 million, as filed on 16 July 2026.

Pinnacle Wealth Advisors charges 0.85%–1.60% a year for its Full Service Program.

Regulatory AUM: $550M
Clients: 832
Advisory staff: 14
Fee schedule: 0.85% to 1.60% a year
Custodians: Charles Schwab, SEI Investments Distribution
Headquarters: 9200 Se Sunnybrook Boulevard, Suite 170, Clackamas, OR 97015
Phone: 503-654-5100
Website: thinkpinnacle.com

No. 2 · RIA

True North Retirement Advisors

True North Retirement Advisors is an investment adviser based in Clackamas, OR, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $461 million, as filed on 11 March 2026.

True North Retirement Advisors charges 0.40%–1.00% a year for its Portfolio management and financial planning.

Regulatory AUM: $461M
Clients: 382
Advisory staff: 3
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 10151 Se Sunnyside Road, #400, Clackamas, OR 97015
Phone: 503-387-6869
Website: truenorthretirementadvisors.com

No. 3 · RIA

Gretchen Stangier

Gretchen Stangier is an investment adviser based in Clackamas, OR, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $300 million, as filed on 7 January 2026.

Gretchen Stangier charges 0.35%–0.99% a year for its Investment management fee.

Regulatory AUM: $300M
Clients: 496
Advisory staff: 4
Fee schedule: 0.35% to 0.99% a year
Custodians: Axos Clearing
Headquarters: 12550 Se 93rd Ave, Suite 340, Clackamas, OR 97015
Phone: 503-257-0057
Website: stangierwealthmanagement.com

No. 4 · RIA

Summa Global Advisors

Summa Global Advisors is an investment adviser based in Clackamas, OR, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $144 million, as filed on 17 June 2026.

Summa Global Advisors charges 0.50%–1.00% a year for its Summa Fee Schedule.

Regulatory AUM: $144M
Clients: 125
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 12901 Se 97th Ave, Suite 390, Clackamas, OR 97015
Phone: 503-636-2022
Website: summaglobal.com

Questions about financial advisors in Clackamas

How many financial advisor firms are headquartered in Clackamas?

4 SEC-registered financial advisor firms report their principal office in Clackamas, OR, managing $1.46B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Clackamas?

Pinnacle Wealth Advisors, with $550M in regulatory assets under management on its latest Form ADV. The next largest are True North Retirement Advisors ($461M) and Gretchen Stangier ($300M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Clackamas?

The median firm manages $381M in regulatory assets. That is the midpoint of the 4 firms headquartered in Clackamas.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Clackamas charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.99% to 1.60% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Clackamas?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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