RIA Intel›Advisers›Oregon›RIO FINANCIAL PLANNING, LLC

RIO FINANCIAL PLANNING, LLC

Advisory

OR

Data as of Jan 10, 2026 · Source: SEC Form ADV

Average account

$130K

across 59 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 10, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients33

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.

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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

33 clients

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.

TANDEM VIEWS INVESTMENT SERVICES, LLC

LAKE OSWEGO, OR

$8M

KAWASAKI FINANCIAL, LLC

$8M

DISTRIBUTION CONSULTANTS, INC.

$7M

HENDERSON ASSET MANAGEMENT, LLC

$7M

PARADISE ADVISOR GROUP LLC

$8M

BLUEWATER FINANCIAL, INC.

$8M

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