RIA Intel›Advisers›Oregon›MAIN AVENUE FINANCIAL SERVICES, LLC

MAIN AVENUE FINANCIAL SERVICES, LLC

Advisory

BEAVERTON, OR

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OR

#235

of 305 advisers by AUM

Average account

$423K

across 241 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$102M

Discretionary AUM$97M

Non-Discretionary AUM$4M

Discretionary %95.6%

Total Clients77

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, OR, 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

77 clients

43 high-net-worth

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

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

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