Baron Silver Stevens Financial Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 610
- Avg AUM / client
- $2.0M
- Accounts
- 1,778
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $96.2M | 8.04% |
| High net worth individuals | 438 | $1.1B | 89.5% |
| Pension and profit sharing plans | 8 | $11.9M | 0.99% |
| Charitable organizations | 4 | $18.1M | 1.51% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Jason Silver | Managing Member | CFP | Sep 2000 (26y) | 75% or more |
| Carrie Prusa | Chief Compliance Officer | Jul 2008 (18y) | Less than 5% | |
| Joseph Frank Noto | Registered representative | CFP | Jan 2010 (17y) | |
| Joel Ira Levy | Registered representative | Personal Financial Specialist | Apr 2012 (14y) | |
| Kristopher David Moody | Registered representative | Aug 2012 (14y) | ||
| Filipp V Kourenkov | Registered representative | Oct 2016 (10y) | ||
| Michael Curt Edelman | Registered representative | CFP | Aug 2019 (7y) | |
| Ian Keller | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 907 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
- • Fixed fees
- • Commissions
- • Other fees
- • SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Pershing $1.2B (100% of AUM) Mar 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: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗