RIA Intel›Advisers›Oregon›ROI FINANCIAL ADVISORS, LLC

ROI FINANCIAL ADVISORS, LLC

Advisory

N·BEAVERTON, OR

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$221M

1-Year AUM Growth

+28.1%

3-Year CAGR

+10.2%

Employees

3

Assets Under Management

Total AUM$221M

Discretionary AUM$214M

Non-Discretionary AUM$6M

Discretionary %97.2%

Total Clients268

Team

Total Employees3

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record10

First FilingJun 28, 2021

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ROI FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.