AIM Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AIM Advisors provides investment advisory and financial planning services to individuals (including high-net-worth clients) as well as pension and profit-sharing plans, charities, and corporations. The firm constructs customized portfolios using individual stocks and bonds, exchange-traded funds and mutual funds, and it also provides retirement rollover advice with a written retirement-advice disclosure for clients.
Portfolios are tailored to each client’s objectives and risk tolerance, are reviewed and rebalanced periodically, and may be managed on a discretionary basis with regular client reviews. The adviser combines active and passive investment selections, uses third‑party research and corporate filings for analysis, and affirms ERISA fiduciary duties when advising on retirement accounts and rollovers.
Noteworthy features include a relatively small, concentrated client base and assets under management, which the firm says allows for direct coordination with clients’ attorneys and accountants during implementation. The firm does not accept commissions or sponsor wrap-fee programs, and in certain cases it may maintain limited custody or execute third‑party standing letters of authorization, which can affect operational arrangements for clients.
Client services
Expertise
Fee options
Typically from $500 to $1,000 depending on complexity; fixed fees for some financial planning projects
Less than $100,000 - $99,999: 2.00% $100,000 - $250,000: 1.50% $250,001+: 1.00%
$250 per hour
Main office
Beaverton OR
Advisors at this office
1
Most active in
Oregon · Texas
Also doing business as
Aim Advisors · Atherton Investment Management , LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)