RIA Intel›Advisers›Oregon›RETIREMENT STRATEGY ADVISORS LLC

RETIREMENT STRATEGY ADVISORS LLC

Advisory

BEND, OR

Data as of May 1, 2026 · Source: SEC Form ADV

Rank in OR

#197

of 305 advisers by AUM

Average account

$13M

across 12 accounts

AUM per adviser

$150M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$150M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$150M

Discretionary AUM$0

Non-Discretionary AUM$150M

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

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

12 clients

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.

CASCADE FINANCIAL STRATEGIES, LLC

$151M

SKYLINER WEALTH, LLC

$151M

SKYLINE FINANCIAL NORTHWEST LLC

$148M

AXIA WEALTH MANAGEMENT INC

$148M

WELLSPRING ADVISORS, INC.

$152M

WAGNER FINANCIAL, LLC

LAKE OSWEGO, OR

$145M

Get the full picture on RETIREMENT STRATEGY ADVISORS LLC

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

Create a free account →See plans