Physician Family Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated April 20, 2026, reports $285M in regulatory assets under management, 4 employees, and 639 accounts.
Assets Under Management
$285M
Employees
4
Offices
--
Total Clients
376
Primary office
BEAVERTON, OR
9450 SW GEMINI DR, PMB 52736, BEAVERTON, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
216
2
HNWI
42.6%
160
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of April 20, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$285M
Total Accounts639
10Y AUM Change+$170M (+147.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee94:1
10Y Employee Change-1 (-20.0%)
* 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.