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

114

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 an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves both individual/family and institutional clients and acts as a capital allocator, contracting external managers where appropriate. Its advisory services include financial planning, portfolio management for individuals, small businesses, institutions and investment companies, and selection of other advisers. Kingsview also operates as a registered representative of a broker-dealer and maintains affiliations with accounting and insurance firms. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm has received industry recognition, including placements on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Citywire’s 50 Growers Across America lists (2020 and 2025).