What North Ridge Wealth Advisors does

North Ridge Wealth Advisors is a fee-only, fiduciary Registered Investment Adviser providing investment management, retirement planning, tax management, estate planning, and insurance planning to high-net-worth and mass-affluent households, primarily mid- to late-career professionals with $1M-$10M in investable assets. The firm is headquartered at 8285 SW Nimbus Avenue, Suite 155, Beaverton, Oregon, and serves clients in the Portland metro area, several other U.S. states, and internationally via Zoom. Its investment approach is evidence-based, built around Dimensional Fund Advisors (DFA) mutual funds and low-cost enhanced index funds, with client assets custodied at Fidelity and Schwab; the firm holds limited power of attorney to place trades and does not take custody itself.

The firm's service model is a standardized 3-person team (two advisors plus a client service manager) operating at roughly 60 clients per advisor, differentiating on boutique high-touch service and behavioral coaching. The team includes three CFA charterholders and one CFP-certified professional with an MBA. Revenue is generated exclusively from a tiered, all-inclusive annual AUM fee (0.90% on the first $1M, stepping down to 0.30% above $6M, with a $12,000 minimum), billed quarterly; the firm explicitly does not accept commissions, kickbacks, or hourly fees. Client acquisition is referral-led, supported by a content-marketing blog ("Money Tips") and direct in-person and virtual consultations.

In May 2026, North Ridge partnered with Savant Wealth Management, transferring approximately $223M in AUM into Savant's advisory platform while retaining the existing team, client relationships, and planning approach; partners Brian Lawrence and Adam Cornwell became member-owners of Savant, which now operates 68 offices across 27 states. Following this transaction, North Ridge operates as a node within Savant's broader RIA platform, with its own brand preserved for client continuity.

Name

North Ridge Wealth Advisors

Legal name

North Ridge Wealth Advisors, Inc.

Website

https://nrwadvisors.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

North Ridge Wealth Advisors is a fee-only, fiduciary RIA in Beaverton, Oregon, providing investment management, retirement, tax, estate, and insurance planning to high-net-worth professionals with $1M-$10M in investable assets, on a tiered AUM fee model; it joined Savant Wealth Management in May 2026.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Investment advisory services
• Retirement planning services
• Financial planning services
• Tax management services

Headquarters

HQ city

Beaverton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fee: North Ridge charges an all-inclusive annual wealth management fee based on assets under management. The fee covers both financial planning and investment management services. Fees are typically paid quarterly from managed accounts. The firm does not receive commissions, kickbacks, or any payment other than the client-paid AUM fee.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

North Ridge Wealth Advisors is a fee-only, fiduciary wealth management firm that designs, implements, and oversees investment portfolios alongside comprehensive financial planning for high-net-worth professionals with $1-10 million in investable assets. Core offerings include investment management using Dimensional Fund Advisors (DFA) and low-cost enhanced index funds, retirement planning, tax management, estate planning, and insurance planning, delivered through a dedicated 3-person team (two financial advisors plus a client service manager).

Product overview

North Ridge Wealth Advisors is a fee-only, fiduciary wealth management firm offering comprehensive financial planning and investment management services through a unified advisory platform. The core offering combines investment management using evidence-based strategies (low-cost index funds and Dimensional Fund Advisors funds), retirement planning, tax management, estate planning, and insurance planning. All services are delivered through a 3-person team approach (two financial advisors plus client service manager) for high-net-worth clients with $1-10 million in investable assets. The firm operates on an all-inclusive annual fee model based on assets under management, ranging from 0.90% to 0.30% depending on portfolio size.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Designs, implements, and oversees investment portfolios aligned with clients' financial goals, risk tolerance, and time horizon, using low-cost tax-efficient enhanced index funds and Dimensional Fund Advisors strategies for high-net-worth individuals.
• Retirement Planning Comprehensive retirement planning including savings strategies, Social Security optimization, income planning, and sustainable withdrawal strategies to ensure clients do not outlive their wealth.
• Financial Planning Ongoing financial planning addressing cash flow, taxes, insurance, estate planning, and long-term goals for mid- to late-career professionals with $1-10 million in investable assets.
• Tax Management Tax reduction strategies including tax-loss harvesting, Roth IRA conversions, tax-efficient charitable giving (DAFs, QCDs), and asset location optimization for high-income professionals.
• Estate Planning Estate planning services including wills, trusts, beneficiary designations, credit shelter trusts, and strategies to minimize estate taxes and ensure legacy goals are met.
• Insurance Planning Risk management and insurance planning including life insurance needs assessment using the HNW DIME formula, umbrella policies, and evaluation of coverage requirements.

Quantifiable outcome

• Client-to-advisor ratio of approximately 60:1, providing boutique high-touch service
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

One partnership is on record.

• Savant Wealth ManagementcoreStrategic or Co-development Partner · 8 May 2026North Ridge Wealth Advisors partnered with Savant Wealth Management in May 2026. The $223 million AUM partnership integrates North Ridge into Savant's advisory platform while retaining the existing advisory team, client relationships, and planning approach. Brian Lawrence and Adam Cornwell joined as member-owners. Following this partnership, Savant operates 68 offices across 27 states.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Buckingham is a large fee-only, evidence-based RIA serving HNW clients nationally with DFA-style portfolio construction, similar to North Ridge's investment approach. Comparable in fiduciary fee-only model, HNW targeting, and emphasis on academic evidence over active stock-picking.
• Carson Wealth: Carson is a fast-growing fee-only RIA consolidator targeting HNW households with comprehensive planning. North Ridge shares Carson's HNW persona, fee-only model, and growth-by-partner-recruitment strategy, making it a highly comparable mid-market RIA peer.
• Halbert Hargrove: Halbert Hargrove is a fee-only, fiduciary RIA headquartered in California serving HNW and UHNW clients with comprehensive financial planning. Comparable to North Ridge in boutique HNW focus, fee-only fiduciary stance, and team-based service model.
• One Capital (formerly Coldstream Capital): One Capital is a Pacific Northwest-based multi-family office serving HNW families with comprehensive financial, tax, and investment services. Highly comparable geographically and in target client profile, making it a relevant regional peer to North Ridge.
• Savant Wealth Management: Savant is North Ridge's parent platform following the May 2026 partnership and operates as a fiduciary, fee-only RIA. Both firms serve HNW clients with comprehensive financial planning and investment management, making Savant the most directly comparable peer and now the platform housing North Ridge.
• Facet Wealth: Facet Wealth is a tech-enabled, fee-only RIA serving HNW clients with flat-fee and AUM-based advisory. Comparable as a modern, fee-only fiduciary competitor targeting busy professionals with digital planning delivery, overlapping North Ridge's primary persona.

Broad incumbents

• Creative Planning: Creative Planning is one of the largest independent, fee-only RIAs serving HNW and UHNW clients with holistic wealth, tax, and estate planning. Comparable to North Ridge in fee-only fiduciary model and DFA usage, but materially larger scale and broader service catalog.
• Mercer Advisors: Mercer Advisors is a large national RIA serving HNW and UHNW clients with comprehensive wealth management, tax, and estate services. Comparable to North Ridge in HNW targeting and fee-only fiduciary model, but at significantly greater scale via aggressive M&A roll-up.
• Edelman Financial Engines: Edelman Financial Engines is a large national RIA serving HNW investors with fee-only planning and evidence-based investing. Operates in the same HNW segment with comparable fiduciary model and DFA-based portfolio construction, though at much larger scale.

Others

• Commonwealth Financial Network: Commonwealth is a large RIA-supporting broker-dealer providing custody, technology, and practice management to independent advisors. Comparable as an infrastructure/ecosystem partner relevant to a small RIA considering scale options, though Commonwealth advisors use a different fee model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about North Ridge Wealth Advisors