Thompson Advisory Services - Crunchbase Company Profile & Funding

Start Free Trial

Overview

Thompson Advisory Services

Growth Score

79

Heat Score

38

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Thompson Advisory Services

CB Rank

532552

Thompson Advisory Services offers financial planning, retirement strategies, and investment advice.

Acquired by

Mercer Advisors

Founded

obfuscation

Private

Portland, Oregon, United States

thompson-advisory.com

Financial Services

Tax Preparation

Key People

Troy E. Thompson: Founder & Financial Planner

Details

Legal Name

Thompson Advisory Services, LLC.

Operating Status

Active

Company Type

For Profit

Founders

Troy E. Thompson

About the Company

Thompson Advisory Services offers financial planning, retirement strategies, and investment advice.

Phone Number

+1 503 234 0721

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that addresses all aspects of a client's financial life through a series of scheduled meetings and ongoing support.

Investment Advising

A service that helps clients apply evidence-based investment strategies to organize their portfolios according to risk tolerance and goals.

Unlock More with Crunchbase Pro

Full access to financial & funding data on unlimited profiles
Export up to 2k results/month for analysis
Track market signals on competitors, products, and R&D
Preview private company insights and predictions

Financials

M&A Details

Thompson Advisory Services

was acquired by

Mercer Advisors

on

obfuscation

.

Transaction Name

Thompson Advisory Services acquired by Mercer Advisors

Acquired by

Mercer Advisors

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Troy E. Thompson Founder & Financial Planner

News

News and Press

News•

Dec 11, 2025

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

News•

Dec 10, 2025

obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated

Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$81.8K

This year,

Thompson Advisory Services

is projected to spend

on IT, according to Aberdeen.

Active Website Tech Count

3

Thompson Advisory Services

is actively using

3

technologies for its website, according to BuiltWith. These include

,

CommonCrawl Top 50m

, and

.

Lists Featuring This Company

Lists Featuring This Company

Advice Companies With Fewer Than 50 Employees (Top 10K)

9,200 Number of Organizations • $5.7B Total Funding Amount • 1,214 Number of Investors

Western US Acquired Companies (Top 10K)

9,950 Number of Organizations • $628.8B Total Funding Amount • 26,715 Number of Investors

Oregon Companies that Exited

1,126 Number of Organizations • $23.1B Total Funding Amount • 982 Number of Investors

United States Advice Companies (Top 10K)

9,824 Number of Organizations • $34.6B Total Funding Amount • 876 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Thompson Advisory Services

's headquarters?

Thompson Advisory Services

is located in

Portland, Oregon, United States

.

Who are

Thompson Advisory Services

's competitors? Alternatives and possible competitors to

Thompson Advisory Services

may include

HighTower Advisors

,

Wealth Enhancement Group

, and

.