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Gordian Advisors, LLC

Gordian Advisors, LLC. CRD 121362

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CRD: 121362

Gordian Advisors, LLC

$265.2M Total AUM
$211.3M Disc. AUM
-- 3Y CAGR
3 Employees
103 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Vanguard
Clients
Retail and Institutional
Established Date
07-16-2010
Office Locations
1

Office Locations

2200 E. River Rd. Ste. 109 Tucson AZ

About Gordian Advisors, LLC

Gordian Advisors is an independent, fee-only, fiduciary CFP financial planning firm based in Tucson serving clients nationwide. They provide comprehensive “personal CFO” planning across investments, retirement and estate decisions, emphasizing client education and straightforward strategies. The team shares original research and portfolio/market commentary through a blog, monthly articles and quarterly reviews. Custody includes Schwab and Vanguard.

Reported data analysis

What the numbers show

Between March 10, 2025 and April 1, 2026, reported AUM increased 16.2%, from $228.2M to $265.2M.

Across 5 reported observations, AUM increased 44.7% between March 10, 2022 and April 1, 2026, from $183.3M to $265.2M.

Of the latest reported AUM, 79.7% is discretionary and 20.3% is non-discretionary.

The firm reports 3 advisory representatives and 103 clients, or 34.3 clients per representative. That equates to $2.6M in reported AUM per client.

The profile lists 1 reported office location and 16 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

55 AVG AGE
$88.4M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
11.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age

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Available data coverage

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  • Investment Themes
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Owner & Executives

J

JEFFREY D MATCHETT ROBLES

Chief Compliance Officer, PRINCIPAL

CRD
#5294786
Ownership
25% but less than 50%
DENIS VIKTOROVICH SMIRNOV

DENIS VIKTOROVICH SMIRNOV

Advisor, Managing Member, PRINCIPAL

CRD
#4409968
Ownership
25% but less than 50%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
11-01-2023
12-05-2024
03-10-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $211,347,955 $721,324
Non-Discretionary $53,854,955 $1,077,099
Total $265,202,910 $773,186

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Separately Managed Accounts

SMA allocation detail is available

Gordian Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2026

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Gordian Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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