Tpg Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 26, 2026, reports $2.2B in regulatory assets under management, 21 employee, and 1,635 accounts.
Assets Under Management
$2.2B
Employees
21
Offices
--
Total Clients
637
Primary office
PORTLAND, OR
11850 SW 67TH AVENUE, SUITE 100, PORTLAND, OR, United States
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
369
2
HNWI
27.6%
176
3
Pension Plans
14.4%
92
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 26, 2026
Discretionary63.5%
$1.4B
64% of total RAUM63.5%
Non-discretionary36.5%
$809M
36% of total RAUM36.5%
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$2.2B
Total Accounts1,635
10Y AUM Change+$1.8B (+448.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee30:1
10Y Employee Change+7 (+50.0%)
* 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.