The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

47. Northside Capital Management

CNBC.com staff@CNBC
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Northside Capital Management, based in Hood River, Oregon, is ranked No. 47 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $5.2B (AccuPoint Solutions)

Years in Business: 25 (AccuPoint Solutions)

Accounts Under Management: 545 (AccuPoint Solutions)

Previous appearances on FA 100 List: 2 (No. 80 in 2023)

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

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