Roi Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated March 30, 2026, reports $264M in regulatory assets under management, 8 employees, 1 office, and 1,518 accounts.
Assets Under Management
$264M
Employees
8
Offices
1 office
Total Clients
283
Primary office
BEAVERTON, OR
14675 SW MILLIKAN WAY, BEAVERTON, OR, United States
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
192
2
HNWI
28.3%
80
3
Pension Plans
3.9%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of March 30, 2026
Discretionary97.2%
$257M
97% of total RAUM97.2%
Non-discretionary2.8%
$8M
3% of total RAUM2.8%
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.
Total AUM$264M
Total Accounts1,518
10Y AUM Change+$148M (+126.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee35:1
10Y Employee Change+2 (+33.3%)
* 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.