Phillips and Company Advisors LLC
Portland, OR·SEC-registered · CRD #167214
Phillips and Company Advisors LLC is an SEC-registered investment advisory firm in Portland, OR managing $2.7B across 2.8k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.7B
Client accounts
2.8k
Advisory staff
13
Fee model
Fee-based
How Phillips and Company Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Phillips and Company Advisors LLC
How much does Phillips and Company Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/26/2026), Phillips and Company Advisors LLC reports $2.7B in regulatory assets under management across roughly 2.8k client accounts.
How does Phillips and Company Advisors LLC charge?
Phillips and Company Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Phillips and Company Advisors LLC a fiduciary?
Yes. Phillips and Company Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #167214), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Phillips and Company Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Phillips and Company Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Portland, OR
Profile compiled from Phillips and Company Advisors LLC's public SEC Form ADV filing (CRD #167214, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Phillips and Company Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Phillips and Company Advisors LLC? Claim this profile.