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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-22-2017
- Office Locations
- 5
Office Locations
About Cross Financial Advisors
Cross Financial Management (Cross Financial Advisors) is an Oregon-based wealth management firm combining tax and accounting services with financial planning, retirement income planning, and IRA rollover support. The team serves individuals and business owners/entrepreneurs with portfolio construction and asset-allocation approaches using vehicles such as mutual funds and ETFs, and operates on the LPL Financial platform.
Reported data analysis
What the numbers show
Between December 8, 2025 and July 9, 2026, reported AUM increased 15.0%, from $418.9M to $481.8M.
Across 5 reported observations, AUM increased 41.8% between December 9, 2022 and July 9, 2026, from $339.8M to $481.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 1,880 clients, or 170.9 clients per representative. That equates to $256.3K in reported AUM per client.
The profile lists 5 reported office locations and 9 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cross Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAY S. TORGERSON
--
- CRD
- #4275993
- Ownership
- Less than 5%
MATHEW DEAN WHITEAKER
Chief Compliance Officer
- CRD
- #3260502
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KARI ANNE BILLETTE
--
- CRD
- #7278841
BRIAN MATTHEW CLARK
Advisor
- CRD
- #3051523
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,819,342 | $165,745 |
| Non-Discretionary | $0 | -- |
| Total | $481,819,342 | $165,745 |
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Separately Managed Accounts
SMA allocation detail is available
Cross Financial Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.