RIA Intel›Advisers›Oregon›CLEAR RESOURCE GROUP, LLC

CLEAR RESOURCE GROUP, LLC

Advisory

PORTLAND, OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in OR
#210
of 305 advisers by AUM
Average account
$378K
across 335 accounts
AUM per adviser
$127M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$127M
Discretionary %
93.1%
Clients
134
Employees
2

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$127M
Discretionary AUM$118M
Non-Discretionary AUM$9M
Discretionary %93.1%
Total Clients134
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

FILIGREE ADVISORS LLC
LAKE OSWEGO, OR
$126M
+7.4% 1Y
AXIOM WEALTH STRATEGIES, LLC
BEND, OR
$125M
SAMARA INVESTMENT MANAGEMENT, LLC
BEAVERTON, OR
$123M
PACIFIC COAST INVESTMENT ADVISORS, LLC
WEST LINN, OR
$122M
+136.2% 1Y
UPLEVEL WEALTH LLC
PORTLAND, OR
$131M
LIFELONG WEALTH MANAGEMENT GROUP, LLC
LAKE OSWEGO, OR
$122M

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