RIA Intel›Advisers›Oregon›AARON RIVERS

AARON RIVERS

Advisory

OR

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$231K

across 70 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

MILTON-FREEWATER, OR

$16M

WEALTH TRAK FINANCIAL SERVICES, LLC

$16M

REAL AGENCY WEALTH LLC

$16M

MKG FINANCIAL GROUP, INC.

$16M

BOZ & COMPANY LLC

LAKE OSWEGO, OR

$16M

PONDEROSA INVESTMENT GROUP, LLC

$17M

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