The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

80. Northside Capital Management

Northside Capital Management, based in Hood River, OR, is ranked No. 80 on the 2023 CNBC Financial Advisor 100 list. The firm most recently appeared on the 2019 FA 100 list.

Total AUM: $4.6B (AccuPoint Solutions)

Years in Business: 24 (AccuPoint Solutions)

Accounts Under Management: 514 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 92 in 2019)

Principals:

Jim DeWolfe, Managing Member & Chief Investment Officer

John Phillips, Chief Compliance Officer & Principal

Contact:

northsidecap.com

116 3rd Street, Suite 313, Hood River, OR 97031

(541) 387-2080