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PACE FINANCIAL ADVISORS

HILLSBORO, OR · CRD 318359 · IAPD ↗ · pace-fa.com · 971-727-8434

$362.1MRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — PACE FINANCIAL ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2026 — PACE FINANCIAL ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — PACE FINANCIAL ADVISORS notice-filed in CO, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PACE FINANCIAL ADVISORS reported RAUM up 30% ($301.0M -> $390.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — PACE FINANCIAL ADVISORS notice-filed in AZ, FL, GA, LA, MT, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — PACE FINANCIAL ADVISORS reported RAUM up 57% ($191.1M -> $301.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — PACE FINANCIAL ADVISORS grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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