CROSS FINANCIAL ADVISORS, LLC
Legal name: CROSS FINANCIAL ADVISORS
CRD #287686 SEC #801-110589 BEAVERTON, OR (503) 430-0563
SEC Registered
Total AUM
$418.9M
Discretionary
$418.9M
Employees
13
Clients
101
Accounts
2,966
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $418.9M | $418.9M | $0 | 13 | 7 |
| Jul 2025 | $418.9M | $418.9M | $0 | 14 | 7 |
| Apr 2025 | $418.9M | $418.9M | $0 | 14 | 7 |
| Mar 2025 | $418.9M | $418.9M | $0 | 14 | 7 |
| Aug 2024 | $346.3M | $346.3M | $0 | 14 | 13 |
| Apr 2024 | $346.3M | $346.3M | $0 | 14 | 13 |
| Apr 2024 | $346.3M | $346.3M | $0 | 15 | 13 |
| Mar 2024 | $346.3M | $346.3M | $0 | 15 | 13 |
| Jan 2024 | $285.8M | $285.8M | $0 | 15 | 7 |
| Dec 2023 | $285.8M | $285.8M | $0 | 16 | 7 |
| Dec 2023 | $285.8M | $285.8M | $0 | 16 | 7 |
| Nov 2023 | $285.8M | $285.8M | $0 | 16 | 7 |
| Mar 2023 | $285.8M | $285.8M | $0 | 16 | 7 |
| Dec 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| Oct 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| Oct 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| Jun 2022 | $339.8M | $339.8M | $0 | 17 | 8 |
| Jun 2022 | $339.8M | $339.8M | $0 | 17 | 8 |
| Jun 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| May 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| Mar 2022 | $339.8M | $339.8M | $0 | 16 | 8 |
| Feb 2022 | $258.1M | $258.1M | $0 | 16 | 4 |
| Dec 2021 | $258.1M | $258.1M | $0 | 15 | 4 |
| Sep 2021 | $258.1M | $258.1M | $0 | 15 | 4 |
| May 2021 | $258.1M | $258.1M | $0 | 15 | 4 |
| Mar 2021 | $258.1M | $258.1M | $0 | 15 | 4 |
| Dec 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Jul 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Jun 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Jun 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Apr 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Mar 2020 | $212.6M | $212.2M | $404K | 15 | 11 |
| Mar 2020 | $159.3M | $158.9M | $343.3K | 15 | 0 |
| Jan 2020 | $159.3M | $158.9M | $343.3K | 14 | 0 |
| Apr 2019 | $159.3M | $158.9M | $343.3K | 14 | 0 |
| Mar 2019 | $159.3M | $158.9M | $343.3K | 14 | 0 |
| Jan 2019 | $164.8M | $164.5M | $357.5K | 14 | 5 |
| Nov 2018 | $164.8M | $164.5M | $357.5K | 15 | 5 |
| Sep 2018 | $133.6M | $133.2M | $359.8K | 15 | 5 |
| Mar 2018 | $133.6M | $133.2M | $359.8K | 15 | 5 |
| Mar 2018 | $116.4M | $116.1M | $342.6K | 15 | 0 |
| Nov 2017 | $116.4M | $116.1M | $342.6K | 19 | 0 |
| Oct 2017 | $116.4M | $116.1M | $342.6K | 18 | 0 |
| Oct 2017 | $116.4M | $116.1M | $342.6K | 18 | 0 |
| May 2017 | $0 | $0 | $0 | 18 | 0 |
| May 2017 | $0 | $0 | $0 | 18 | 0 |
DateDec 2025
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees13
Clients7
DateJul 2025
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees14
Clients7
DateApr 2025
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees14
Clients7
DateMar 2025
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees14
Clients7
DateAug 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees14
Clients13
DateApr 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees14
Clients13
DateApr 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees15
Clients13
DateMar 2024
Total AUM$346.3M
Discretionary$346.3M
Non-Disc.$0
Employees15
Clients13
DateJan 2024
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees15
Clients7
DateDec 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees16
Clients7
DateDec 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees16
Clients7
DateNov 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees16
Clients7
DateMar 2023
Total AUM$285.8M
Discretionary$285.8M
Non-Disc.$0
Employees16
Clients7
DateDec 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateOct 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateOct 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateJun 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees17
Clients8
DateJun 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees17
Clients8
DateJun 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateMay 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateMar 2022
Total AUM$339.8M
Discretionary$339.8M
Non-Disc.$0
Employees16
Clients8
DateFeb 2022
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees16
Clients4
DateDec 2021
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees15
Clients4
DateSep 2021
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees15
Clients4
DateMay 2021
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees15
Clients4
DateMar 2021
Total AUM$258.1M
Discretionary$258.1M
Non-Disc.$0
Employees15
Clients4
DateDec 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateJul 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateJun 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateJun 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateApr 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateMar 2020
Total AUM$212.6M
Discretionary$212.2M
Non-Disc.$404K
Employees15
Clients11
DateMar 2020
Total AUM$159.3M
Discretionary$158.9M
Non-Disc.$343.3K
Employees15
Clients0
DateJan 2020
Total AUM$159.3M
Discretionary$158.9M
Non-Disc.$343.3K
Employees14
Clients0
DateApr 2019
Total AUM$159.3M
Discretionary$158.9M
Non-Disc.$343.3K
Employees14
Clients0
DateMar 2019
Total AUM$159.3M
Discretionary$158.9M
Non-Disc.$343.3K
Employees14
Clients0
DateJan 2019
Total AUM$164.8M
Discretionary$164.5M
Non-Disc.$357.5K
Employees14
Clients5
DateNov 2018
Total AUM$164.8M
Discretionary$164.5M
Non-Disc.$357.5K
Employees15
Clients5
DateSep 2018
Total AUM$133.6M
Discretionary$133.2M
Non-Disc.$359.8K
Employees15
Clients5
DateMar 2018
Total AUM$133.6M
Discretionary$133.2M
Non-Disc.$359.8K
Employees15
Clients5
DateMar 2018
Total AUM$116.4M
Discretionary$116.1M
Non-Disc.$342.6K
Employees15
Clients0
DateNov 2017
Total AUM$116.4M
Discretionary$116.1M
Non-Disc.$342.6K
Employees19
Clients0
DateOct 2017
Total AUM$116.4M
Discretionary$116.1M
Non-Disc.$342.6K
Employees18
Clients0
DateOct 2017
Total AUM$116.4M
Discretionary$116.1M
Non-Disc.$342.6K
Employees18
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0