SourcingSourcing

CLS FINANCIAL ADVISORS, INC.

C47
CRD 152892·SEC 801-127014·PORTLAND, OR
AUM
$192.0M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$576K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLS FINANCIAL ADVISORS, INC.
CRD
152892
SEC file #
801-127014
EIN
—
DBA names
—

Economics

AUM
$192.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$112.8M → $192.0M▲ +70%
Client mix
Individuals High Net Worth44
Individuals Other43

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
clsadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GENOR, RYAN, ALDEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GENOR, RYAN, ALDEN
LANE, SARAH, LYNNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CLSADVISORS.COM
Rdap Domain Creation Date
2009-08-26T17:38:14Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4164
Soi Zip Pct 200k Plus
0.1811
Soi Zip Returns 200k Plus
3,670
Soi Zip Total AGI
2,729,473
Fdic Zip Total Deposits
10,724,343,000
Fdic Zip Branch Count
173
Fdic Zip Top Banks
U.S. Bank National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab5
E*trade4
Fdic Zip Branches Raw
Washington Mutual, A FSBPortland, OR
Washington Mutual, A FSBPortland, OR
Fdic Zip HHI
1572.53
Fdic Zip Top Bank Share Pct
29.36
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-28T11:59:59Z
Rdap Domain Last Changed
2025-07-30T22:08:52Z
Rdap Nameservers
Pdns07.domaincontrol.comPdns08.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,565
Returns4,010
Stub 2
AGI120,368
Returns3,220
Stub 3
AGI161,623
Returns2,610
Soi Zip Total Business Income
112,015
Soi Zip Total Cap Gains
212,673
Soi Zip Total Dividends
85,064
Soi Zip Total Returns
20,270
Top Owner CRD
3130458
Trust Company Affiliate
No

People (3)

3
LANE, SARAH, LYNNE
IAR · Direct Owner · 62.5%
6898021
GENOR, RYAN, ALDEN
IAR · Direct Owner · 62.5%
3130458
STEPHANIE LUCK LUM
IAR
8030315