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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JOHNSON BIXBY

JOHNSON BIXBY & ASSOCIATES, LLC, CRD 310839

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f821135c-de9c-a803-193d-7ec263f027a3

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Sep 16, 2020 to Mar 13, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $934MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $934M
Private client RAUM: $932MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $71.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,205
Individual clients: 471
High net worth clients: 305
Custody, client assets: $497M
SEC number: 801-119645
CIK: 1844238
CRD: 310839
Filings on the tape: 16
First filed: Sep 16, 2020
Latest filed: Mar 13, 2026
Organised: Limited Liability Company, WA
Website: johnsonbixby.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HEIDI MARIE JOHNSON BIXBY	Certified Financial Planner	VANCOUVER, WA	5	34	1	yes
Patricia Lynn Spies	Certified Financial Planner	VANCOUVER, WA	5	11	1	yes
Amanda J Reynolds	Certified Financial Planner	VANCOUVER, WA	5	10	1	yes
Amanda Peterson	n/a	VANCOUVER, WA	5	21	2	no
CYNDI THOMPSON	Certified Financial Planner	VANCOUVER, WA	5	11	1	no
Zachary Paul Reuter	Certified Financial Planner	VANCOUVER, WA	5	13	n/a	yes
Lana Jean Alvarez	n/a	VANCOUVER, WA	4	29	n/a	no
CYNTHIA SUE STALEY	n/a	VANCOUVER, WA	4	32	2	yes
Alexander Yusef Ali	Certified Financial Planner	VANCOUVER, WA	3	14	n/a	yes
Kailee Nicole Aparicio	Certified Financial Planner	VANCOUVER, WA	2	12	n/a	yes
José Alfredo Vélez Homs	n/a	VANCOUVER, WA	1	12	n/a	yes
MELISSA ANN LAMARCHE	n/a	VANCOUVER, WA	1	14	3	yes
Dorothy Ellen Tennant	n/a	VANCOUVER, WA	1	24	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON BIXBY, HEIDI, MARIE	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	10/2020	Mar 13, 2026	Mar 13, 2026
LAMARCHE, MELISSA, ANN	CHIEF OPERATIONS OFFICER	Na	yes	12/2024	Mar 13, 2026	Mar 13, 2026
THOMPSON, CYNDI	CHIEF FINANCIAL OFFICER	Na	yes	10/2020	Mar 13, 2026	Mar 13, 2026
VAN VERSEVELD, SASKIA	CHIEF OPERATIONS OFFICER	Na	yes	08/2023	Aug 4, 2023	Feb 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 13, 2026	$934M	$934M	15	6	n/a	n/a
2024	Feb 28, 2025	$790M	$790M	15	7	n/a	n/a
2023	Feb 20, 2024	$695M	$695M	12	6	n/a	n/a
2022	Feb 16, 2023	$591M	$591M	6	6	n/a	n/a
2021	Feb 10, 2022	$575M	$575M	10	5	n/a	n/a
2020	Feb 2, 2021	$453M	$453M	10	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	7.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$934M	$790M	18.3%	$591M	16.5%	15	15	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KMS FINANCIAL SERVICES, INC	5	Nov 5, 2020	Oct 16, 2020	VANCOUVER, WA	Team lift out	Ibd to new firm	2.3%

Relationships

Registered with (14)

← Dorothy Ellen TennantAdvisorregistration: current employment
Jul 10, 2025 to presentfactForm ADV
← MELISSA ANN LAMARCHEAdvisorregistration: current employment
Dec 24, 2024 to presentfactForm ADV
← José Alfredo Vélez HomsAdvisorregistration: current employment
Oct 13, 2024 to presentfactForm ADV
← Kailee Nicole AparicioAdvisorregistration: current employment
May 22, 2024 to presentfactForm ADV
← Alexander Yusef AliAdvisorregistration: current employment
Apr 19, 2023 to presentfactForm ADV
← CYNTHIA SUE STALEYAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← Lana Jean AlvarezAdvisorregistration: current employment
Jan 4, 2022 to presentfactForm ADV
← Zachary Paul ReuterAdvisorregistration: current employment
Nov 3, 2020 to presentfactForm ADV
← HEIDI MARIE JOHNSON BIXBYAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← Patricia Lynn SpiesAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← Amanda J ReynoldsAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← Amanda PetersonAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← CYNDI THOMPSONAdvisorregistration: current employment
Oct 16, 2020 to presentfactForm ADV
← Lynn Douglas SnyderAdvisorregistration: previous registration
Oct 16, 2020 to May 26, 2026factForm ADV

Controls (3)

← JOHNSON BIXBY, HEIDI, MARIEOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 16, 2020 to Feb 20, 2024factForm ADV
← Thompson, Cynthia, BomanOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 16, 2020 to Feb 20, 2024factForm ADV
← VAN VERSEVELD, SASKIAOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Aug 4, 2023 to Feb 20, 2024factForm ADV

Moved with (1)

← KMS FINANCIAL SERVICES, INCRegistered adviser5 advisors, team lift out
Nov 5, 2020 to Oct 16, 2020factForm ADV

Dated events

Occurred
May 26, 2026
Advisor changed firm
Lynn Douglas Snyder left Johnson Bixby for Advice And Planning Services (registered 2026-06-15)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2023
Control person joined
Saskia Van Verseveld (Chief Operations Officer) appeared on Schedule A of Johnson Bixby
Form ADVobserved 6 days ago
Occurred
Feb 10, 2022
Regulatory AUM changed
Johnson Bixby reported RAUM $575.0M, up 27% from $452.6M (2021-02-02 to 2022-02-10)
Form ADVobserved 6 days ago
$122M
Occurred
Sep 16, 2020
First Form ADV filing
Johnson Bixby filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f821135c-de9c-a803-193d-7ec263f027a3
First observed: Sep 16, 2020
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHNSON BIXBY

JOHNSON BIXBY & ASSOCIATES, LLC, CRD 310839

VANCOUVER, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f821135c-de9c-a803-193d-7ec263f027a3

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HEIDI MARIE JOHNSON BIXBY

Certified Financial Planner

VANCOUVER, WA

yes

Patricia Lynn Spies

Certified Financial Planner

VANCOUVER, WA

yes

Amanda J Reynolds

Certified Financial Planner

VANCOUVER, WA

yes

Amanda Peterson

n/a

VANCOUVER, WA

CYNDI THOMPSON

Certified Financial Planner

VANCOUVER, WA

Zachary Paul Reuter

Certified Financial Planner

VANCOUVER, WA

n/a

yes

Lana Jean Alvarez

n/a

VANCOUVER, WA

n/a

CYNTHIA SUE STALEY

n/a

VANCOUVER, WA

yes

Alexander Yusef Ali

Certified Financial Planner

VANCOUVER, WA

n/a

yes

Kailee Nicole Aparicio

Certified Financial Planner

VANCOUVER, WA

n/a

yes

José Alfredo Vélez Homs

n/a

VANCOUVER, WA

n/a

yes

MELISSA ANN LAMARCHE

n/a

VANCOUVER, WA

yes

Dorothy Ellen Tennant

n/a

VANCOUVER, WA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON BIXBY, HEIDI, MARIE

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

10/2020

Mar 13, 2026

LAMARCHE, MELISSA, ANN

CHIEF OPERATIONS OFFICER

yes

12/2024

Mar 13, 2026

THOMPSON, CYNDI

CHIEF FINANCIAL OFFICER

yes

10/2020

Mar 13, 2026

VAN VERSEVELD, SASKIA

CHIEF OPERATIONS OFFICER

yes

08/2023

Aug 4, 2023

Feb 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$934M

n/a

2024

Feb 28, 2025

$790M

n/a

2023

Feb 20, 2024

$695M

n/a

2022

Feb 16, 2023

$591M

n/a

2021

Feb 10, 2022

$575M

n/a

2020

Feb 2, 2021

$453M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$934M

$790M

18.3%

$591M

16.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KMS FINANCIAL SERVICES, INC

Nov 5, 2020

Oct 16, 2020

VANCOUVER, WA

Team lift out

Ibd to new firm

2.3%