Insights

Growth Opportunity Mid-sized advisory firm with revenue in the 10M-25M range presents a compelling target for advanced planning solutions, advisor optimization, and scalable technology to support growth while maintaining personalized service.

Regional Focus Strong presence in Southwest Washington and Oregon suggests expansion opportunities into adjacent markets or partnerships with local CPA firms and fiduciaries to broaden client base and cross-sell hybrid financial services.

Tech Enablement Current tech stack indicates openness to modernization; procurement of enhanced portfolio management, client portal, and analytics tools could improve efficiency, client engagement, and compliance readiness for growth.

Regulatory Readiness Being an SEC Registered Investment Advisor with FINRA/SIPC membership highlights a need for robust cybersecurity, regulatory reporting, and fiduciary risk management solutions that scale with clients and advisors.

Talent & Service Small to mid-size team (11-50 employees) implies opportunities in training platforms, client experience optimization, and practice management services to attract top advisors and support succession planning.

Similar companies to Johnson Bixby

Johnson Bixby Tech Stack

Johnson Bixby uses 8 technology products and services including WordPress, Segment, Shopify, and more. Explore Johnson Bixby's tech stack below.

Johnson Bixby's Email Address Formats

Johnson Bixby uses at least 2 email formats:
Johnson Bixby Email FormatsExamplePercentage
First@johnsonbixby.comJohn@johnsonbixby.com
97%
First.Last@johnsonbixby.comJohn.Doe@johnsonbixby.com
3%

Frequently Asked Questions

What is Johnson Bixby's phone number?

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You can contact Johnson Bixby's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Johnson Bixby's official website and social media links?

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Johnson Bixby's official website is johnsonbixby.com and has social profiles on LinkedIn.

How much revenue does Johnson Bixby generate?

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As of September 2026, Johnson Bixby's annual revenue is estimated to be $10M - $25M.

What is Johnson Bixby's SIC code and NAICS code?

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Johnson Bixby's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Johnson Bixby have currently?

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As of September 2026, Johnson Bixby has approximately 27 employees across 1 continents, including North America. Key team members include Our Director Of Financial Planning, Works Through A Budget: K. B., Compliance Specialist: C. S. and Position In Client Services: H. S. Explore Johnson Bixby's employee directory with LeadIQ.

What industry does Johnson Bixby belong to?

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Johnson Bixby operates in the Financial Services industry.

What technology does Johnson Bixby use?

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Johnson Bixby's tech stack includes WordPress, Segment, Shopify, Microsoft 365, Google Cloud, Swiper, WP Engine and Google Tag Manager.

What is Johnson Bixby's email format?

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Johnson Bixby's email format typically follows the pattern of First@johnsonbixby.com. Find more Johnson Bixby email formats with LeadIQ.

When was Johnson Bixby founded?

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Johnson Bixby was founded in 1983.
Johnson Bixby logo

Johnson Bixby

Financial ServicesWashington, United States11-50 Employees

Johnson Bixby is a financial services firm that provides financial planning, advisory, and related guidance to individuals, couples, and families in Southwest Washington and Oregon, with client service extending beyond the region. The practice emphasizes a comprehensive approach to financial planning and portfolio management, aiming to help clients make informed decisions and navigate life’s various transitions. Positioned as SEC-registered investment advisors and securities professionals, the firm coordinates planning and investment strategy across life stages—from education funding to retirement—emphasizing a steady, patient approach. Based in Vancouver, Washington, the organization operates with a regional focus and serves a diverse client base through its personalized, empathetic advisory model. Recent activity includes continued client service and engagement within its advisory framework as a standalone firm. } }{

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Johnson Bixby's revenue is estimated to be in the range of $10M - $25M

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