Kingsview Wealth Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$9B

Discretionary

$8.9B

100% of AUM

Avg account

$281K

Accounts

31,932

Employees

285

Advisory reps

118

Firm details

Headquarters: Grants Pass, Oregon
CRD number: 148107
Registered since: February 24, 2014
Website: www.kingsview.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.66%
HNWI33.66%
Charitable Organizations2.9%
Corporations / Businesses1.38%
Investment Companies0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsview Wealth Management, LLC is a non-independent retail registered investment adviser that has been SEC-registered since 2014. The firm operates as a limited liability company and also maintains a registered representative relationship with a broker-dealer. Its client mix includes individuals and families as well as institutional clients. Advisory services span financial planning and portfolio management for individuals, small businesses, investment companies and other institutional entities, and the firm also selects and allocates to outside managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Kingsview identifies itself as a capital allocator, indicating an intentional program of placing client capital with third-party managers and external funds. The firm has received multiple industry recognitions, among them placement on the Financial Times Top 300 RIA list (2020), inclusion in FA Magazine’s Top RIA Firms (2020), and Citywire’s "50 Growers Across America" mentions in 2020, 2025 and 2026.