Roi Financial Advisors, LLC
● SEC registered since 2021CRD 160100SEC# 801-121903Beaverton, OR
Reg. AUM
$264.2M
Employees
8
Accounts
1,518
Location
Beaverton, OR
Roi Financial Advisors, LLC assets under management
Roi Financial Advisors, LLC is an SEC-registered investment adviser based in Beaverton, OR. The firm has been registered since 2021. It reports $264.2 million in regulatory assets under management and employs 8 people.
Roi Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lance Jarl Johnson Control | Managing Member/Chief Compliance Officer/Chief Executive Officer | Over 75% | 2011 |
| Trevor Patrick Bruno | Member And Investment Adviser Representative | 10-25% | 2026 |
Frequently asked questions
How much does Roi Financial Advisors, LLC manage?
Roi Financial Advisors, LLC reports $264.2 million in regulatory assets under management on its Form ADV.
How many employees does Roi Financial Advisors, LLC have?
Roi Financial Advisors, LLC reports 8 employees.
Where is Roi Financial Advisors, LLC located?
Roi Financial Advisors, LLC is based in Beaverton, OR and has been SEC-registered since 2021.
Does Roi Financial Advisors, LLC disclose fund performance?
Roi Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14675 SW Millikan Way, Beaverton, OR 97003 |
| Phone | 503-941-5925 |
| Fax | 503-941-5927 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$264.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$264.2Mregulatory AUM
Discretionary $256.7MNon-discretionary $7.5M