ROI FINANCIAL ADVISORS, LLC
Legal name: ROI FINANCIAL
CRD #160100 SEC #801-121903 BEAVERTON, OR 503-941-5925
SEC Registered
Total AUM
$220.5M
Discretionary
$214.3M
Employees
8
Clients
101
Accounts
1,395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $220.5M | $214.3M | $6.2M | 8 | 29 |
| Nov 2024 | $161.6M | $156.9M | $4.7M | 9 | 14 |
| Sep 2024 | $161.6M | $156.9M | $4.7M | 9 | 14 |
| Sep 2024 | $161.6M | $156.9M | $4.7M | 9 | 14 |
| Mar 2024 | $161.6M | $156.9M | $4.7M | 9 | 14 |
| Mar 2024 | $161.6M | $156.9M | $4.7M | 9 | 14 |
| Sep 2023 | $126.2M | $123M | $3.1M | 8 | 20 |
| Mar 2023 | $126.2M | $123M | $3.1M | 8 | 20 |
| Mar 2022 | $137.7M | $133.9M | $3.8M | 7 | 1 |
| Jul 2021 | $116.4M | $113.3M | $3.2M | 6 | 1 |
| Jun 2021 | $116.4M | $113.3M | $3.2M | 6 | 1 |
DateMar 2025
Total AUM$220.5M
Discretionary$214.3M
Non-Disc.$6.2M
Employees8
Clients29
DateNov 2024
Total AUM$161.6M
Discretionary$156.9M
Non-Disc.$4.7M
Employees9
Clients14
DateSep 2024
Total AUM$161.6M
Discretionary$156.9M
Non-Disc.$4.7M
Employees9
Clients14
DateSep 2024
Total AUM$161.6M
Discretionary$156.9M
Non-Disc.$4.7M
Employees9
Clients14
DateMar 2024
Total AUM$161.6M
Discretionary$156.9M
Non-Disc.$4.7M
Employees9
Clients14
DateMar 2024
Total AUM$161.6M
Discretionary$156.9M
Non-Disc.$4.7M
Employees9
Clients14
DateSep 2023
Total AUM$126.2M
Discretionary$123M
Non-Disc.$3.1M
Employees8
Clients20
DateMar 2023
Total AUM$126.2M
Discretionary$123M
Non-Disc.$3.1M
Employees8
Clients20
DateMar 2022
Total AUM$137.7M
Discretionary$133.9M
Non-Disc.$3.8M
Employees7
Clients1
DateJul 2021
Total AUM$116.4M
Discretionary$113.3M
Non-Disc.$3.2M
Employees6
Clients1
DateJun 2021
Total AUM$116.4M
Discretionary$113.3M
Non-Disc.$3.2M
Employees6
Clients1