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 an independent, SEC‑registered RIA organized as a limited liability company and founded in 2014. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses, investment companies and institutions, and the selection of outside advisers. Compensation structures combine percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. Kingsview also operates as a registered representative of a broker‑dealer. The firm has been recognized by industry publications: it appeared in the Financial Times Top 300 RIA Firms list in 2020, was named a Top RIA Firm by FA Magazine in 2020, and was included in Citywire’s 50 Growers Across America lists in 2020 and again in 2025. Kingsview reports it is not an active ESG investor.