A complete list of active advisors currently associated with Columbia River Advisors

Warmer can help you find a great advisor at Columbia River Advisors or one who fits your needs even better.

Columbia River Advisors provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also serves retirement plans and other pooled vehicles. In addition to standard account management, the firm makes available alternative and private fund investments and will work with third‑party money managers where appropriate. Investment decisions are guided by an in‑house Investment Committee and a set of internally developed model portfolios that include tax‑managed and ESG variants; most client relationships are managed on a discretionary basis with periodic reviews and householding across related accounts. Portfolios can include mutual funds, ETFs, individual equities and fixed income, as well as liquid and illiquid alternatives (the brochure cites examples such as non‑traded REITs, DSTs, private placements and named private funds), and the firm will open margin accounts at client request to provide additional liquidity. This firm is notable among similar‑sized teams for having been the general partner and adviser to an affiliated private fund (Blue Water Investment Fund II), a relationship now in wind‑down with final audited financials underway, and for previously operating a separate tax‑preparation affiliate (Summit Tax Services) whose receivables remain a disclosed conflict. Columbia River Advisors also discloses that some IARs are licensed insurance agents who may receive commissions on insurance sales, and it discloses valuation and reporting practices for its private fund and pooled‑vehicle interests, practices that are less common among peers.

To learn more about the advisors currently working at Columbia River Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.