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

117

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 limited liability company that has been SEC-registered since 2014 and operates as a non-independent retail RIA with broker-dealer representative activity. The firm serves individual and family clients as well as institutional accounts and positions itself as both an adviser and a capital allocator, deploying client assets across internally managed portfolios and third-party investment managers. Its advisory offerings include financial planning and portfolio management for individuals, small businesses, investment companies and institutional or corporate clients, as well as the selection of other advisers. Pricing is blended across percentage-of-AUM fees, hourly charges and fixed-fee arrangements. Industry affiliations cited include relationships with accounting and insurance firms. Kingsview has been recognized in several industry lists: Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America (2020, 2025, 2026).