Firm profile

GORDIAN ADVISORS, LLC

TUCSON, AZCRD 121362Latest ADV April 1, 2026

Gordian Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated April 1, 2026, reports $265M in regulatory assets under management, 3 employees, and 343 accounts.

Assets Under Management
$265M
Employees
3
Offices
--
Total Clients
103
Primary office
TUCSON, AZ
2200 E. RIVER RD., STE. 109, TUCSON, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeffrey D. Matchett Robles

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 68.9% of total clients.
Top client categories% of clientsClients
1
HNWI
68.9%
71
2
Individuals
31.1%
32
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$265Mas of April 1, 2026
Discretionary79.7%
$211M
80% of total RAUM79.7%
Non-discretionary20.3%
$54M
20% of total RAUM20.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$265M
Total Accounts343
10Y AUM Change+$165M (+163.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.