RIA Intel›Advisers›Oregon›PALLADIO CONSULTING LLC

PALLADIO CONSULTING LLC

Advisory

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in OR

#224

of 305 advisers by AUM

Average account

$386K

across 286 accounts

AUM per adviser

$55M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$110M

Discretionary %

95.5%

Clients

108

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$110M

Discretionary AUM$105M

Non-Discretionary AUM$5M

Discretionary %95.5%

Total Clients108

Team

Total Employees2

Investment Advisers2

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

108 clients

33 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.

COMPASS INVESTMENT ADVISERS, LLC

PORTLAND, OR

$111M

TENBRIDGE PARTNERS LLC

PORTLAND, OR

$110M

-35.9% 1Y

BAIN WEALTH MANAGEMENT GROUP, LLC

SALEM, OR

$109M

ALISON, LLC

EUGENE, OR

$109M

-3.0% 1Y

SOARING INVESTMENT MANAGEMENT, LLC

PORTLAND, OR

$112M

ROOTED FINANCIAL GROUP, LLC

TIGARD, OR

$109M

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