CRD: 14455
U.s. Bancorp Advisors, LLC
$1.8B Total AUM
$1.7B Disc. AUM
-1.8% 3Y CAGR
379 Employees
3,343 ADV. Clients
40 yrs Firm Age
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- Custodian
- Broadridge · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-1986
- Office Locations
- 855
Office Locations
1 5TH ST Suite 350 Wenatchee WA
1 California ST SAN Francisco CA
1 Country Club LN Pinehurst ID
About U.s. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC provides wealth management and financial planning for individuals and families, with an emphasis on retirement preparation, education savings, and insurance-based protection planning. Advisors offer both managed accounts (ongoing advice for a single fee) and brokerage accounts (transaction-based), with access to mutual funds, ETFs, fixed-income products, and annuities.
Team overview
44 AVG AGE
$12.7M AVG AUM / ADVISOR
$537.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
379 Employees
141 Advisory Reps
174 RIA Reps
40yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
C
Carlos Alonso Arias
Manager
- CRD
- #3174333
- Ownership
- Less than 5%
Available
Available
Available
E
Eileen Bejasa
Manager
- CRD
- #7002808
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 11 owners & executives
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E
Eric Paul Abbe
Support Analyst
- CRD
- #4793512
Available
Available
Available
K
Kristine Ishak Abdelmalak
--
- CRD
- #5823697
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,691,612,941 | $438,128 |
| Non-Discretionary | $104,456,138 | $797,375 |
| Total | $1,796,069,079 | $449,917 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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