Mps Loria Financial Planners,Llc
- Regulatory AUM
- $827M
- Discretionary
- $787M
- Clients
- 679
- Avg AUM / client
- $1.2M
- Accounts
- 1,670
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Investments (13F portfolio — 89 positions, $379,001,917)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | RUS 1000 ETF | $121,563,771 | 340,935 | 32.1% | 14.7% |
| 2 | Apple Inc | COM | $71,012,350 | 279,808 | 18.7% | 8.59% |
| 3 | Ishares Inc | CORE MSCI EMKT | $43,940,936 | 629,977 | 11.6% | 5.32% |
| 4 | Vanguard Index Fds | SMALL CP ETF | $40,425,636 | 154,343 | 10.7% | 4.89% |
| 5 | Ishares Tr | CRE U S REIT ETF | $15,835,423 | 267,536 | 4.18% | 1.92% |
| 6 | Schwab Strategic Tr | US TIPS ETF | $8,950,617 | 336,363 | 2.36% | 1.08% |
| 7 | Ishares Tr | RUSSELL 3000 ETF | $4,780,511 | 12,897 | 1.26% | 0.58% |
| 8 | Ishares Tr | CORE US AGGBD ET | $3,999,281 | 40,287 | 1.06% | 0.48% |
| 9 | Abbvie Inc | COM | $3,475,579 | 15,980 | 0.92% | 0.42% |
| 10 | Ishares Tr | MSCI EAFE ETF | $3,055,075 | 31,453 | 0.81% | 0.37% |
| 11 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,048,426 | 4,686 | 0.8% | 0.37% |
| 12 | Progressive Corp | COM | $2,790,625 | 14,077 | 0.74% | 0.34% |
| 13 | Microsoft Corp | COM | $2,787,770 | 7,531 | 0.74% | 0.34% |
| 14 | Nvidia Corporation | COM | $2,654,114 | 15,218 | 0.7% | 0.32% |
| 15 | Chevron Corporation | COM | $2,644,848 | 12,783 | 0.7% | 0.32% |
| 16 | Mckesson Corp | COM | $2,453,586 | 2,835 | 0.65% | 0.3% |
| 17 | Alphabet Inc | CAP STK CL A | $2,415,795 | 8,401 | 0.64% | 0.29% |
| 18 | Unitedhealth Group Inc | COM | $2,050,430 | 7,578 | 0.54% | 0.25% |
| 19 | Amazon Com Inc | COM | $1,778,001 | 8,537 | 0.47% | 0.22% |
| 20 | Berkshire Hathaway Inc Del | CL B NEW | $1,748,122 | 3,648 | 0.46% | 0.21% |
| 21 | Abbott Laboratories | COM | $1,706,183 | 16,618 | 0.45% | 0.21% |
| 22 | Alphabet Inc | CAP STK CL C | $1,678,897 | 5,853 | 0.44% | 0.2% |
| 23 | Invesco Qqq Tr | UNIT SER 1 | $1,628,963 | 2,822 | 0.43% | 0.2% |
| 24 | Johnson & Johnson | COM | $1,590,362 | 6,506 | 0.42% | 0.19% |
| 25 | Ishares Tr | CORE 60/40 BALAN | $1,357,791 | 21,100 | 0.36% | 0.16% |
Top 25 of 89 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) | 489 | $153M | 18.5% |
| High net worth individuals | 190 | $673M | 81.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| National Tube Supply Company 401(k) Savings Plan National Tube Supply Company | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Francis Pauritsch | Member | Aug 1999 (27y) | 10% – 25% | |
| Mulcahy, Edward, William | Member | Aug 1999 (27y) | 10% – 25% | |
| Richard Thomas Loria | President & Managing Member & (2006) Chief Compliance Officer | Aug 1999 (27y) | 25% – 50% | |
| Salvador, Philip, Alan | Member | Aug 1999 (27y) | 10% – 25% | |
| Kenneth George Daemicke | Registered representative | Aug 2000 (26y) | ||
| Christos George Kyros | Registered representative | Sep 2011 (15y) | ||
| Abigail Loria | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 45% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| National Tube Supply Company 401(k) Savings Plan | National Tube Supply Company | 242 | $11.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 991 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $826M (100% of AUM) Feb 2026
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: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗