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TPG FINANCIAL ADVISORS, LLC
CRD 141153File 801-77417
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$1.41B
Non-discretionary $808.8M
Clients
637
1,635 accounts
Employees
21
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 20, 2012
- Principal office
- 11850 SW 67TH AVENUE, SUITE 100, PORTLAND, OR, 97223
- Phone
- 503-241-9550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $1.41B
- Non-discretionary AUM
- $808.8M
- Discretionary accounts
- 989
- Non-discretionary accounts
- 646
- Total accounts
- 1,635
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.4M |
| Charitable organizations | Fewer than 5 | $2.8M |
| High net worth individuals | 176 | $639.5M |
| Pension and profit sharing plans | 92 | $1.30B |
| Individuals (other than high net worth individuals) | 369 | $263.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 643 | 637 | decreased by6 |
| Apr 1, 2026 | AUM | $1,964,622,586 | $2,217,933,597 | increased by$253,311,011 |
| Apr 1, 2026 | Accounts | 1,587 | 1,635 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 553 | 643 | increased by90 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,263,233,127 | $1,964,622,586 | increased by$701,389,459 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,283 | 1,587 | increased by304 |
| Apr 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Apr 1, 2022 | Clients | 563 | 553 | decreased by10 |
| Apr 1, 2022 | AUM | $1,093,229,904 | $1,263,233,127 | increased by$170,003,223 |
| Apr 1, 2022 | Accounts | 1,295 | 1,283 | decreased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TPG FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TPG FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.