Wealth manager, independent · Hillsboro, OR
Pace Financial Advisors
Pace Financial Advisors, Inc. · SEC-registered investment adviser · CRD 318359 · SEC 801-123174
At a glance
Pace Financial Advisors is an SEC-registered investment adviser based in Hillsboro, Oregon, with $362 million in regulatory assets under management as of its Form ADV filed April 15, 2026. Its largest client group by assets is individuals, and it reports 1,240 individual clients. By Form ADV it is a wealth manager, ranked 3,817th of 8,915 wealth managers and 9,267th of 17,210 SEC-registered advisers by assets.
Main office 971-727-8434pace-fa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $362M
- Rank among wealth managers
- #3,817 of 8,915
- Rank among all SEC RIAs
- #9,267 of 17,210
- Rank in Oregon
- #76 of 156
- Individual clients
- 1,240
- High-net-worth clients
- 79
- Accounts
- 3,964
- Discretionary
- 100% of AUM
- Employees
- 9
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Jeffrey D. EischenFounder/principal/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Pace Financial Advisors is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
investment advisor representatives are concurrently registered as “registered representatives” of LPL Financial, LLC (“LPL”), an independent SEC registered securities broker-dealer and member of the Financial PACE FINANCIAL ADVISORS, INC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,161 | $220M | 61% |
| High-net-worth individuals | 79 | $139M | 38% |
| Pension and profit sharing plans | 2 | $3M | <1% |
Disciplinary disclosures
Pace Financial Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗pace-fa.com ↗
AtlasMembers
The full record on Pace Financial Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 6,266 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pace Financial Advisors manage?
Pace Financial Advisors reports $362 million in regulatory assets under management across 3,964 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 15, 2026.
What kind of firm is Pace Financial Advisors?
Pace Financial Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pace Financial Advisors’s clients?
By assets, its largest client types are individuals ($220 million, 1,161 clients); high-net-worth individuals ($139 million, 79 clients); pension and profit sharing plans ($3 million, 2 clients).
Does Pace Financial Advisors have any disciplinary history?
Pace Financial Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pace Financial Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →