Wealth Manager
    SEC Registered
    Manages Private Funds

    Phillips and Company Advisors LLC

    Registered investment advisor · Portland, Oregon · CRD #167214

    Assets Under Management
    $2.7B
    Client Accounts
    2,675
    Employees
    19
    CRD Number
    167214
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Phillips and Company Advisors LLC

    Phillips and Company Advisors, LLC offers wealth management, retirement planning, and investment advisory services. The firm operates in the United States, primarily serving individuals, high-net-worth clients, and estates. It also provides trust and estate services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Phillips and Company Advisors LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Phillips and Company Advisors LLC's AUM?

    Phillips and Company Advisors LLC reports approximately $2.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Phillips and Company Advisors LLC headquartered?

    Phillips and Company Advisors LLC is headquartered in Portland, Oregon.

    What is Phillips and Company Advisors LLC's CRD number?

    Phillips and Company Advisors LLC's CRD number is 167214. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Phillips and Company Advisors LLC manage?

    Phillips and Company Advisors LLC manages approximately 2,675 client accounts according to its latest SEC filing.

    Is Phillips and Company Advisors LLC SEC registered?

    Yes, Phillips and Company Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oregon

    Government Portfolio Advisors LLC
    Portland, OR · $35.1B AUM
    Stancorp Investment Advisers, Inc.
    Portland, OR · $34.5B AUM
    Ferguson Wellman Capital Management, Inc.
    Portland, OR · $10.7B AUM
    Kingsview Wealth Management, LLC
    Grants Pass, OR · $9B AUM
    Northwest Capital Management Inc.
    Lake Oswego, OR · $8.5B AUM
    Aldrich Wealth LP
    Lake Oswego, OR · $7.6B AUM
    See all top RIA firms in Oregon →

    Research firms like Phillips and Company Advisors LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial