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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-2010
- Office Locations
- 1
Office Locations
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
Additional firm insights
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Available data coverage
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- Fund Managers
- Investment Themes
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Owner & Executives
JEFFREY D MATCHETT ROBLES
Chief Compliance Officer, PRINCIPAL
- CRD
- #5294786
- Ownership
- 25% but less than 50%
DENIS VIKTOROVICH SMIRNOV
Advisor, Managing Member, PRINCIPAL
- CRD
- #4409968
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| 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.
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.