North Ridge

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Client assets under management

$215,509,952

Clients

130

54% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,657,769

About

North Ridge Wealth Advisors serves primarily individual and high-net-worth clients, providing fee-only financial planning and discretionary investment management that integrates taxable accounts, IRAs, and employer retirement plans. The firm emphasizes developing a written investment policy and ongoing financial plans tailored to each client’s goals and risk tolerance.

The firm follows a long-term, broadly diversified approach using mutual funds, ETFs, individual equities and fixed income, and may allocate portions of client assets to third-party Independent Managers. North Ridge also offers portfolio management through Schwab’s Institutional Intelligent Portfolios™, using automated questionnaires, model allocations, and features such as automatic rebalancing and optional tax‑loss harvesting alongside its traditional advisory services.

Compared with many peers, North Ridge combines a small advisory team managing over $200 million with both bespoke advisory relationships and an advisor‑managed automated program, and it operates on a strictly fee‑only fiduciary basis. The firm also discloses the use of client testimonials in its advertising, a practice that is uncommon among similarly supported advisors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $4,000,000: 0.60% $4,000,000 - $5,000,000: 0.50% $5,000,000 - $6,000,000: 0.40% $6,000,000+: 0.30%

Other

Account minimum: $1,000,000 Minimum fee: $12,000 minimum annual advisory fee, may be reduced or waived at discretion Fee-only: Fee-only advisory services, no commissions or other compensation received

Main office location

North Ridge

8285 Sw Nimbus Avenue, Suite 155

Beaverton OR 97008, United States

Number of offices

Most active in

California · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 503-206-8784

Advisors at this firm

Brian L

CFA®, Series 65

Beaverton, OR

North Ridge

Brian Lawrence is a CFA® charterholder with 21 years of industry experience. He has been with North Ridge Wealth Advisors in Beaverton, OR since 2011. North Ridge Wealth Advisors provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients, as well as businesses, trusts, estates, and charitable organizations. The firm employs a long-term, balanced, and disciplined approach with globally diversified portfolios and utilizes automated features through the Schwab Institutional Intelligent Portfolios™ platform.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Adam C

CFP®, CFA®, Series 65

Beaverton, OR

North Ridge

Adam Cornwell is a CFP®, CFA®, and Series 65-licensed advisor with 18 years of industry experience. He has been with North Ridge Wealth Advisors, Inc. since 2014. The firm serves individual and high-net-worth clients, businesses, trusts, estates, and charitable organizations with fee-only financial planning and discretionary investment management. North Ridge employs a long-term, balanced, and disciplined approach, utilizing globally diversified portfolios and automated management features through the Schwab Institutional Intelligent Portfolios™ platform.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Michelle T

Series 66

Beaverton, OR

North Ridge

Michelle Tran is a financial advisor at North Ridge with six years of industry experience. She holds the Series 66 designation and has worked previously at firms including Securities America Advisors and OneRiver Financial. North Ridge Wealth Advisors provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, businesses, trusts, estates, and charitable organizations. The firm employs a long-term, balanced approach with globally diversified portfolios and utilizes the Schwab Institutional Intelligent Portfolios™ platform for automated portfolio management features.

Wealth management Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

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