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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-01-1992
- Office Locations
- 1
Office Locations
About Phillips AND Company Advisors LLC
Phillips & Company is an independently owned Portland, OR wealth management firm (serving clients since 1994) working with successful business owners, CEOs, individuals, and foundations/endowments. The team uses a collaborative, goal-based approach and an independent investment philosophy focused on long-term results across market cycles. Client accounts are supported through Charles Schwab.
Reported data analysis
What the numbers show
Between May 5, 2025 and March 26, 2026, reported AUM increased 17.1%, from $2.3B to $2.7B.
Across 5 reported observations, AUM increased 133.4% between March 31, 2022 and March 26, 2026, from $1.1B to $2.7B.
Of the latest reported AUM, 45.2% is discretionary and 54.8% is non-discretionary.
The firm reports 13 advisory representatives and 1,273 clients, or 97.9 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 26, 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
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Phillips AND Company Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY CHARLES PHILLIPS
Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
JAMES TODD SMITH
Chief Compliance Officer, Chief Financial Officer
- CRD
- #1396542
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS SCOTT EDWARDS
Vice President – Wealth Strategies
- CRD
- #2667879
Catherine Gill
Senior Client Service Advisor
- CRD
- #6371093
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,205,123,288 | $476,899 |
| Non-Discretionary | $1,459,844,058 | $9,863,811 |
| Total | $2,664,967,346 | $996,249 |
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Separately Managed Accounts
SMA allocation detail is available
Phillips AND Company Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.