RIA Intel›Advisers›Oregon›NW ADVISORY

NW ADVISORY

Advisory

OR

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in OR

#260

of 305 advisers by AUM

Average account

$284K

across 265 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients265

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

265 clients

261 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

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

ASPIRE WEALTH ADVISORS, LLC

$75M

$76M

BANE BARHAM & HOLLOWAY ASSETS MANAGEMENT INC

WILSONVILLE, OR

$76M

SHERMAN INVESTMENT ADVISORS LLC

OREGON CITY, OR

$77M

RYAN FINANCIAL SOLUTIONS, LLC

$78M

DOBSON ASSET MANAGEMENT LLC

$72M

Get the full picture on NW ADVISORY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NW ADVISORY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans