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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2010
- Office Locations
- 1
Office Locations
About CLS Financial Advisors, Inc.
CLS Financial Advisors is a Portland, Oregon fee-only RIA providing holistic, fiduciary advice that integrates investments with life planning. The firm specializes in tax, retirement, and investment planning with a collaborative, hands-on approach and portfolio design focused on harnessing markets to meet client goals. Public filings indicate a retail client base that includes business owners and retirees, with client assets custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between February 13, 2025 and March 12, 2026, reported AUM increased 15.2%, from $166.7M to $192.0M.
Across 5 reported observations, AUM increased 70.1% between November 9, 2022 and March 12, 2026, from $112.8M to $192.0M.
Of the latest reported AUM, 89.6% is discretionary and 10.4% is non-discretionary.
The firm reports 3 advisory representatives and 93 clients, or 31 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full CLS Financial Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN ALDEN GENOR
Accountant, President
- CRD
- #3130458
- Ownership
- 50% but less than 75%
SARAH LYNNE LANE
Chief Compliance Officer, FINANCIAL PLANNER, Secretary, TREASURER
- CRD
- #6898021
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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STEPHANIE LUCK LUM
Associate Advisor, Investment Advisor
- CRD
- #8030315
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,027,672 | $556,724 |
| Non-Discretionary | $19,965,005 | $998,250 |
| Total | $191,992,677 | $583,564 |
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Separately Managed Accounts
SMA allocation detail is available
CLS Financial Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.