True North Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clackamas, OR. Its latest Form ADV filing, dated March 11, 2026, reports $461M in regulatory assets under management, 7 employees, and 1,140 accounts.
Assets Under Management
$461M
Employees
7
Offices
--
Total Clients
382
Primary office
CLACKAMAS, OR
10151 SE SUNNYSIDE ROAD, #400, CLACKAMAS, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
241
2
HNWI
32.5%
124
3
Pension Plans
4.5%
17
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$461Mas of March 11, 2026
Discretionary90.2%
$416M
90% of total RAUM90.2%
Non-discretionary9.8%
$45M
10% of total RAUM9.8%
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$461M
Total Accounts1,140
10Y AUM Change+$461M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee55:1
10Y Employee Change+3 (+75.0%)
* 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.