RIA Intel›Advisers›Oregon›BIRCH ELLIOTT FINANCIAL, LLC

BIRCH ELLIOTT FINANCIAL, LLC

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in OR

#281

of 305 advisers by AUM

Average account

$300K

across 209 accounts

AUM per adviser

$63M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$63M

Discretionary %

100%

Clients

67

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, WA

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

67 clients

27 high-net-worth

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.

VANTAGE WEALTH MANAGEMENT LLC

CORVALLIS, OR

$63M

RAAF INVESTMENT ADVISORS, LLC

PORTLAND, OR

$62M

MERIDIAN FINANCIAL GROUP, INC.

MILWAUKIE, OR

$63M

D. MATTERSDORFF LLC

LAKE OSWEGO, OR

$62M

JUNIPER CAPITAL

EUGENE, OR

$64M

-0.5% 1Y

THE FREYR GROUP, LLC

$65M

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