LAKE OSWEGO, ORCRD 311184Latest ADV March 11, 2026
Retirement Consulting Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 11, 2026, reports $457M in regulatory assets under management, 4 employees, and 192 accounts.
Assets Under Management
$457M
Employees
4
Offices
--
Total Clients
86
Primary office
LAKE OSWEGO, OR
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, United States
Top client segmentHNWI represent 46.5% of total clients.
Top client categories% of clientsClients
1
HNWI
46.5%
40
2
Individuals
38.4%
33
3
Pension Plans
11.6%
10
4
Charitable
2.3%
2
5
Banks
1.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$457Mas of March 11, 2026
Discretionary96.7%
$442M
97% of total RAUM96.7%
Non-discretionary3.3%
$15M
3% of total RAUM3.3%
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.
Total AUM$457M
Total Accounts192
10Y AUM Change+$457M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee22:1
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.