Columbia River Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,824,571
Clients
231
Advisors
4
across 4 offices
About
Columbia River Advisors manages investment portfolios and provides financial planning and retirement consulting primarily for individual clients — including high‑net‑worth households — as well as pension/profit‑sharing plans and certain pooled investment vehicles. The firm reports approximately $191 million in assets under management across its client base and delivers services through an asset‑based, primarily discretionary portfolio management model.
CRA uses internally developed model portfolios (Conservative, Moderate, Balanced, Growth, Equity Growth) with Tax‑Managed and ESG variants, supplements models with third‑party money managers when appropriate, and accepts a broad mix of securities including mutual funds, ETFs, individual equities and fixed income, and alternative or private placements for qualified investors. Accounts are generally managed on a discretionary basis, and the firm permits client‑requested margin accounts for liquidity purposes (debit card/check access) and incorporates illiquid/private fund valuations into its reporting and fee calculations.
Compared with many peers, CRA has a history of operating a private pooled vehicle as an affiliated adviser and general partner — Blue Water Investment Fund II — which completed final distributions in February 2026 and underwent an independent audit by Spicer Jeffries, with limited ongoing reporting and tax‑filing obligations. The brochure also discloses atypical affiliations and revenue sources for the size of the firm: a now‑closed tax preparation affiliate with remaining receivables that may benefit principals, and IARs who are licensed insurance agents and may receive commissions on insurance sales; additionally, one long‑standing IAR maintains legacy, client‑specific investment models instead of relying on firm Investment Committee models.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning and consulting fees range from $1,500 to $10,000.
up to 1.50% annually, negotiable
Commissions are received by IARs who are licensed insurance agents for insurance products, disclosed at the time of recommendation.
Hourly financial planning and consulting fees range from $150 to $500 per hour, billed in 15-minute increments.
Account minimum: $250,000 Fee-only: Fixed fees range from $1,500 to $10,000 (minimum fixed fee $1,500). Hourly fees range from $150 to $500 per hour.
Main office
See office1927 Dock Street
Tacoma WA 98402
Advisors at this office
1
Offices (4)
Most active in
California · Indiana · Montana · Oregon · Washington
Also doing business as
Bliss Investment Group · Bliss Investments · Columbia River · Columbia River Advisors · Columbia River Advisors, LLC · Evergreen Asset Management · Summit Capital · Summit Capital Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Adam Z
ChFC®, Series 63, Series 65
Bellevue, WA
Columbia River Advisors
Adam Zimmerman is a ChFC® with 22 years of experience in the financial industry. He has been with Columbia River Advisors LLC since 2016. Columbia River Advisors manages portfolios and provides financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses a discretionary, asset-based management approach, employing internally developed model portfolios supplemented with third-party managers and a broad range of securities.
Donald F
Series 66
Burien, WA
Columbia River Advisors
Donald Foy is a financial advisor at Columbia River Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Columbia River Advisors since 2010. Outside of his advisory role, he owns Summit Tax Services and is the sole member of a personal LLC holding interests in Columbia River and other entities. Columbia River Advisors manages investment portfolios and provides financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension/profit-sharing plans and certain pooled investment vehicles. The firm uses internally developed model portfolios supplemented by third-party managers and serves clients primarily through discretionary portfolio management.
Benjamin A
Series 63, Series 65, Series 66
Tacoma, WA
Columbia River Advisors
Benjamin Addink is a financial advisor with Columbia River Advisors in Tacoma, WA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has been with Columbia River Advisors since 2010 and has also been involved in multiple business ventures including land management through Whitestone Land Management, LLC, where he serves as president. Columbia River Advisors manages investment portfolios and provides financial planning primarily for individual clients, high-net-worth households, and pension/profit-sharing plans, employing internally developed model portfolios alongside third-party managers and offering discretionary portfolio management.
Cassidy S
Series 65
Olympia, WA
Columbia River Advisors
Cassidy Stevick is a Series 65 licensed financial advisor with over 10 years of industry experience. He has worked at Columbia River Advisors since 2015 and has been affiliated with Prentice Wealth Management LLC since 2017. Cassidy also has a role at St. Martin's University beginning in 2015. Columbia River Advisors manages investment portfolios and offers financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses internally developed model portfolios, supplements with third-party managers when appropriate, and manages accounts primarily on a discretionary basis.
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