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INDEPENDENT PROGRESSIVE ADVISORS, LLC

PORTLAND, OR · CRD 139649 · IAPD ↗ · 503-536-7351

$115.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — INDEPENDENT PROGRESSIVE ADVISORS, LLC (PORTLAND, OR) left the SEC roster (was $115.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
May 2024 — INDEPENDENT PROGRESSIVE ADVISORS, LLC (PORTLAND, OR) is newly SEC-registered with $104.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.