Kingsview Wealth Management, LLC

RIASEC Registered

Total AUM

$9B

Discretionary

$8.9B

100% of AUM

Avg account

$281K

Accounts

31,932

Employees

285

Advisory reps

121

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 ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsview Wealth Management, LLC is a non-independent retail RIA that provides financial planning and portfolio management across individual, family, corporate and institutional clients. The firm is registered with the SEC (registered in 2014) and operates as a capital allocator that also serves as a registered representative of a broker‑dealer. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management for investment companies and institutions, pension consulting, and the selection of other advisers. Fee arrangements are mixed—percentage of AUM alongside hourly and fixed-fee engagements. Kingsview has received industry recognition, including placement on the Financial Times Top 300 RIA list and FA Magazine Top RIA in 2020, and multiple Citywire “50 Growers Across America” citations (2020, 2025, 2026).