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Finley Financial

EST. AUM
$259,820,341

CONTACTS
1

CLIENT ACCOUNTS
290

Firm Details

Metro area Portland, OR
CRD Number 131442
Website finleyfinancial.com
Client types

Overview

Finley Financial, LLC is an SEC-registered investment advisory firm headquartered in Las Vegas, Nevada. Founded in 2004, the firm operates as an independent Registered Investment Adviser (RIA), providing discretionary portfolio management and wealth management services to individuals and high-net-worth clients. With approximately $259.8 million in regulatory assets under management across 290 accounts, the firm focuses primarily on exchange-traded equity securities, supplemented by pooled investment vehicles and cash equivalents. Finley Financial delivers personalized investment strategies, financial planning, and long-term asset allocation guidance. The firm operates with a lean structure, maintaining a client-centric advisory model emphasizing disciplined portfolio management and fiduciary responsibility.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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