TPG FINANCIAL ADVISORS, LLC
CRD #141153 SEC #801-77417 PORTLAND, OR 503-241-9550
SEC Registered
Total AUM
$2B
Discretionary
$1B
Employees
19
Clients
101
Accounts
1,587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1B | $915.1M | 19 | 0 |
| Mar 2024 | $1.7B | $813.8M | $844M | 20 | 5 |
| Jun 2023 | $1.3B | $561.4M | $763M | 18 | 65 |
| Mar 2023 | $1.3B | $561.4M | $763M | 18 | 65 |
| Mar 2022 | $1.3B | $274.1M | $989.1M | 15 | 53 |
| Mar 2022 | $1.3B | $274.1M | $989.1M | 15 | 53 |
| Mar 2021 | $1.1B | $194.2M | $899.1M | 17 | 101 |
| Jun 2020 | $926.3M | $158.5M | $767.8M | 14 | 543 |
| Feb 2020 | $926.3M | $158.5M | $767.8M | 14 | 543 |
| Nov 2019 | $805.2M | $139.5M | $665.7M | 16 | 1,219 |
| Jun 2019 | $805.2M | $139.5M | $665.7M | 16 | 1,219 |
| Jun 2019 | $805.2M | $139.5M | $665.7M | 16 | 1,219 |
| Mar 2019 | $533.3M | $131.1M | $402.2M | 23 | 344 |
| Jan 2019 | $522.3M | $118.5M | $403.8M | 22 | 290 |
| Jun 2018 | $522.3M | $118.5M | $403.8M | 22 | 290 |
| Mar 2018 | $522.3M | $118.5M | $403.8M | 22 | 290 |
| Feb 2018 | $487.1M | $105.8M | $381.3M | 19 | 0 |
| Jan 2018 | $487.1M | $105.8M | $381.3M | 19 | 0 |
| Dec 2017 | $487.1M | $105.8M | $381.3M | 19 | 0 |
| Nov 2017 | $487.1M | $105.8M | $381.3M | 19 | 0 |
| Nov 2017 | $487.1M | $105.8M | $381.3M | 19 | 0 |
| Apr 2017 | $404.4M | $77.3M | $327.1M | 14 | 800 |
| Apr 2017 | $404.4M | $77.3M | $327.1M | 14 | 800 |
| Mar 2017 | $404.4M | $77.3M | $327.1M | 14 | 800 |
| Sep 2016 | $386.4M | $57.6M | $328.9M | 16 | 800 |
| Feb 2016 | $335.3M | $21.3M | $314M | 16 | 800 |
| Jan 2016 | $232M | $0 | $232M | 15 | 1,100 |
| Mar 2015 | $232M | $0 | $232M | 15 | 1,100 |
| Jan 2015 | $182.6M | $0 | $182.6M | 14 | 700 |
| Aug 2014 | $182.6M | $0 | $182.6M | 14 | 700 |
| Jun 2014 | $182.6M | $0 | $182.6M | 14 | 700 |
| Mar 2014 | $182.6M | $0 | $182.6M | 15 | 700 |
| Jun 2013 | $127.9M | $0 | $127.9M | 11 | 600 |
| May 2013 | $127.9M | $0 | $127.9M | 11 | 600 |
| Apr 2013 | $65.7M | $0 | $65.7M | 11 | 600 |
| Dec 2012 | $168.5M | $0 | $168.5M | 11 | 600 |
| Nov 2012 | $163.4M | $0 | $163.4M | 11 | 400 |
DateMar 2025
Total AUM$2B
Discretionary$1B
Non-Disc.$915.1M
Employees19
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$813.8M
Non-Disc.$844M
Employees20
Clients5
DateJun 2023
Total AUM$1.3B
Discretionary$561.4M
Non-Disc.$763M
Employees18
Clients65
DateMar 2023
Total AUM$1.3B
Discretionary$561.4M
Non-Disc.$763M
Employees18
Clients65
DateMar 2022
Total AUM$1.3B
Discretionary$274.1M
Non-Disc.$989.1M
Employees15
Clients53
DateMar 2022
Total AUM$1.3B
Discretionary$274.1M
Non-Disc.$989.1M
Employees15
Clients53
DateMar 2021
Total AUM$1.1B
Discretionary$194.2M
Non-Disc.$899.1M
Employees17
Clients101
DateJun 2020
Total AUM$926.3M
Discretionary$158.5M
Non-Disc.$767.8M
Employees14
Clients543
DateFeb 2020
Total AUM$926.3M
Discretionary$158.5M
Non-Disc.$767.8M
Employees14
Clients543
DateNov 2019
Total AUM$805.2M
Discretionary$139.5M
Non-Disc.$665.7M
Employees16
Clients1,219
DateJun 2019
Total AUM$805.2M
Discretionary$139.5M
Non-Disc.$665.7M
Employees16
Clients1,219
DateJun 2019
Total AUM$805.2M
Discretionary$139.5M
Non-Disc.$665.7M
Employees16
Clients1,219
DateMar 2019
Total AUM$533.3M
Discretionary$131.1M
Non-Disc.$402.2M
Employees23
Clients344
DateJan 2019
Total AUM$522.3M
Discretionary$118.5M
Non-Disc.$403.8M
Employees22
Clients290
DateJun 2018
Total AUM$522.3M
Discretionary$118.5M
Non-Disc.$403.8M
Employees22
Clients290
DateMar 2018
Total AUM$522.3M
Discretionary$118.5M
Non-Disc.$403.8M
Employees22
Clients290
DateFeb 2018
Total AUM$487.1M
Discretionary$105.8M
Non-Disc.$381.3M
Employees19
Clients0
DateJan 2018
Total AUM$487.1M
Discretionary$105.8M
Non-Disc.$381.3M
Employees19
Clients0
DateDec 2017
Total AUM$487.1M
Discretionary$105.8M
Non-Disc.$381.3M
Employees19
Clients0
DateNov 2017
Total AUM$487.1M
Discretionary$105.8M
Non-Disc.$381.3M
Employees19
Clients0
DateNov 2017
Total AUM$487.1M
Discretionary$105.8M
Non-Disc.$381.3M
Employees19
Clients0
DateApr 2017
Total AUM$404.4M
Discretionary$77.3M
Non-Disc.$327.1M
Employees14
Clients800
DateApr 2017
Total AUM$404.4M
Discretionary$77.3M
Non-Disc.$327.1M
Employees14
Clients800
DateMar 2017
Total AUM$404.4M
Discretionary$77.3M
Non-Disc.$327.1M
Employees14
Clients800
DateSep 2016
Total AUM$386.4M
Discretionary$57.6M
Non-Disc.$328.9M
Employees16
Clients800
DateFeb 2016
Total AUM$335.3M
Discretionary$21.3M
Non-Disc.$314M
Employees16
Clients800
DateJan 2016
Total AUM$232M
Discretionary$0
Non-Disc.$232M
Employees15
Clients1,100
DateMar 2015
Total AUM$232M
Discretionary$0
Non-Disc.$232M
Employees15
Clients1,100
DateJan 2015
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees14
Clients700
DateAug 2014
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees14
Clients700
DateJun 2014
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees14
Clients700
DateMar 2014
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees15
Clients700
DateJun 2013
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees11
Clients600
DateMay 2013
Total AUM$127.9M
Discretionary$0
Non-Disc.$127.9M
Employees11
Clients600
DateApr 2013
Total AUM$65.7M
Discretionary$0
Non-Disc.$65.7M
Employees11
Clients600
DateDec 2012
Total AUM$168.5M
Discretionary$0
Non-Disc.$168.5M
Employees11
Clients600
DateNov 2012
Total AUM$163.4M
Discretionary$0
Non-Disc.$163.4M
Employees11
Clients400