Tpg Financial Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 141153
· SEC file 801-77417
· Portland, OR
· www.thepartnersgroup.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $2.2B
- Discretionary
- $1.4B
- Clients
- 637
- Avg AUM / client
- $3.5M
- Accounts
- 1,635
- Employees
- 21
AUM over time
$65.7M
$2.2B
Nov 2012
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 76 positions, $307,429,715)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 7-10 YR TRSY BD | $24,518,918 | 256,904 | 7.98% | 1.11% |
| 2 | J P Morgan Exchange Traded F | INCOME ETF | $23,928,130 | 519,386 | 7.78% | 1.08% |
| 3 | Spdr Series Trust | STATE STREET SPD | $21,379,241 | 377,859 | 6.95% | 0.96% |
| 4 | Spdr Series Trust | STATE STREET SPD | $16,075,550 | 332,689 | 5.23% | 0.72% |
| 5 | Doubleline Etf Trust | MORTGAGE ETF | $15,221,978 | 308,262 | 4.95% | 0.69% |
| 6 | Spdr Series Trust | STATE STREET SPD | $13,733,738 | 140,269 | 4.47% | 0.62% |
| 7 | Spdr Series Trust | STATE STREET SPD | $13,080,684 | 220,883 | 4.25% | 0.59% |
| 8 | Janus Detroit Str Tr | HENDRSON AAA CL | $12,511,253 | 248,387 | 4.07% | 0.56% |
| 9 | Spdr Series Trust | STATE STREET SPD | $11,565,886 | 403,555 | 3.76% | 0.52% |
| 10 | Ishares Tr | ISHS 5-10YR INVT | $11,065,582 | 207,922 | 3.6% | 0.5% |
| 11 | Spdr Index Shs Fds | PORTFOLIO EMG MK | $10,877,491 | 231,880 | 3.54% | 0.49% |
| 12 | Spdr Index Shs Fds | PORTFOLIO DEVLPD | $10,752,812 | 235,549 | 3.5% | 0.48% |
| 13 | Vanguard Index Fds | VALUE ETF | $8,608,215 | 43,875 | 2.8% | 0.39% |
| 14 | Ishares Tr | 3 7 YR TREAS BD | $8,166,203 | 68,855 | 2.66% | 0.37% |
| 15 | Vanguard Malvern Fds | STRM INFPROIDX | $7,586,456 | 151,881 | 2.47% | 0.34% |
| 16 | Global X Fds | RBTCS ARTFL INTE | $7,257,673 | 218,473 | 2.36% | 0.33% |
| 17 | Ishares Tr | RUS 1000 GRW ETF | $7,074,562 | 16,591 | 2.3% | 0.32% |
| 18 | Ishares Tr | CRE U S REIT ETF | $7,020,457 | 118,609 | 2.28% | 0.32% |
| 19 | Ishares Tr | RUS 1000 VAL ETF | $6,891,071 | 32,251 | 2.24% | 0.31% |
| 20 | Spdr Series Trust | STATE STREET SPD | $6,177,993 | 211,720 | 2.01% | 0.28% |
| 21 | Apple Inc | COM | $6,094,513 | 24,014 | 1.98% | 0.27% |
| 22 | Vanguard Index Fds | GROWTH ETF | $5,503,554 | 12,600 | 1.79% | 0.25% |
| 23 | Vanguard Index Fds | MID CAP ETF | $4,997,916 | 17,403 | 1.63% | 0.23% |
| 24 | First Tr Exch Trd Alphdx Fd | DEV MRK EX US | $4,832,862 | 55,595 | 1.57% | 0.22% |
| 25 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $4,606,892 | 92,341 | 1.5% | 0.21% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 369 | $263M | 11.9% |
| High net worth individuals | 176 | $640M | 28.8% |
| Pension and profit sharing plans | 92 | $1.3B | 58.7% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 0.13% |
| Corporations and other businesses | Fewer than 5 clients | $10.4M | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shafer, Jacob, Anders | Chief Financial Officer | Jul 2006 (20y) | Less than 5% | |
| John Spring Woolley | Managing Director Of Wealth Management & President | Sep 2016 (10y) | Less than 5% | |
| Carrie Thelise Maerz | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Sheryl Lynn Olson | Registered representative | Chartered Financial Consultant | Sep 2006 (20y) | |
| Kristopher Charles Mink | Registered representative | Nov 2006 (20y) | ||
| Emily Wallace Roselle | Registered representative | Jun 2009 (17y) | ||
| Karl William Harrop | Registered representative | CFP | Jul 2012 (14y) | |
| Geneva Garcia Stegemoller | Registered representative | Aug 2019 (7y) | ||
| Michael Dean Walters | Registered representative | Jun 2021 (5y) | ||
| Nicole M Bryson | Registered representative | Jan 2022 (5y) | ||
| Garrett Michael Johnson | Registered representative | Aug 2022 (4y) | ||
| Samuel Joseph Detke | Registered representative | CFP | Aug 2022 (4y) | |
| Robert William Noack | Registered representative | Feb 2023 (3y) | ||
| Kyle David Hagmeier | Registered representative | Mar 2023 (3y) | ||
| Yu Wu | Registered representative | Mar 2023 (3y) | ||
| Debra Joann Pellati | Registered representative | CFP | Sep 2024 (2y) | |
| Stuart Donald Robertson | Registered representative | Jan 2025 (2y) | ||
| Viviana Bigolin | Registered representative | CFP | Jun 2025 (1y) | |
| Erica C Smiley | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Partners Group, Llc | Owner | Jan 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Metro West Ambulance Service Retirement Plan | Metro West Ambulance, Inc. | 1,208 | $39.6M | 04/01/2024 |
| Milestone Retirement Communities 401(k) Plan | Milestone Retirement Communities | 524 | $5.2M | 01/01/2024 |
| Strategic Pharmaceutical Solutions 401(k) Profit Sharing Plan And Trust | Strategic Pharmaceutical Solutions Dba Vetsource | 608 | $33.4M | 01/01/2024 |
| Bulk Handling Systems 401(k) Profit Sharing Plan | Emerging Acquisitions Llc | 223 | $15.0M | 01/01/2024 |
| Elegance Living Employer, Llc 401(k) Plan | Elegance Living Employer, Llc | 1,183 | $5.4M | 01/01/2024 |
| Avamere Health Services 401(k) Plan | Avamere Health Services, Llc | 8,933 | $32.3M | 01/01/2024 |
| Signature Healthcare At Home 401(k) Plan | Signature Health Services, Llc | 0 | $13.6M | 01/01/2024 |
| Trail Blazers Savings And Retirement Plan | Trail Blazers Inc. | 570 | $38.9M | 01/01/2024 |
| Interpath Laboratory, Inc. Profit Sharing Plan And Trust | Interpath Laboratory, Inc. | 491 | $19.8M | 01/01/2024 |
| Praxis Medical Group 401(k) Plan | Praxis Health, P.C. | 464 | $30.1M | 01/01/2024 |
| Dci 401(k) Profit Sharing Plan | Dci International, Llc | 238 | $11.4M | 01/01/2024 |
| Bench Craft Company 401(k) Plan | Transportation Media, Inc. | 198 | $16.8M | 01/01/2024 |
| Mmg Consolidated 401(k) Plan | Jaspers Food Management, Inc. | 608 | $8.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Brokerage, Llc $506M (23% of AUM) Mar 2026
- Charles Schwab & Co. $374M (17% of AUM) Mar 2026
- Principal Bank $349M (32% of AUM) Mar 2021
- Fidelity Brokerage Services $346M (16% of AUM) Mar 2026
- Principal Securities, Inc. $345M (16% of AUM) Mar 2026
- Gwfs Equities, Inc. $143M (11% of AUM) Mar 2022
- Great West Trust Company, Llc $113M (10% of AUM) Mar 2021
- Empower $70.5M (13% of AUM) Mar 2019
- The Retirement Plan Company $61.9M (12% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗