Altruist Financial
$14.2B reported client assets across 149 advisory firms in FY2025 annual amendments
Reported client assets over time
$95.9M
$10.9B
2022
2025
Same-firm comparison: 103 firms that reported Altruist Financial in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022, 2023 are shown but partial — only FY2022: 7 cohort firms, FY2023: 36 cohort firms. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Peak Retirement Planning, Inc. | $603M | $631M | 95.6% | 03/10/2026 |
| Odyssey Group Llc | $414M | $421M | 98.3% | 03/31/2026 |
| Hassell Wealth Management, L.L.C. | $391M | $387M | 100.9% | 03/11/2026 |
| Mdrn Capital, Llc | $339M | $339M | 100.0% | 02/11/2026 |
| Financial Plans & Strategies, Inc. | $321M | $611M | 52.5% | 03/06/2026 |
| Retirable Inc. | $301M | $301M | 100.0% | 03/18/2026 |
| Tencap Wealth Coaching, Llc | $280M | $285M | 98.3% | 02/25/2026 |
| Gold Medal Waters, Inc. | $265M | $286M | 92.7% | 01/23/2026 |
| Red Spruce Capital, Llc | $257M | $257M | 100.0% | 01/20/2026 |
| Evolution Advisers, Inc. | $253M | $337M | 75.1% | 01/23/2026 |
| Mokan Wealth Management Inc | $250M | $250M | 100.0% | 01/28/2026 |
| Griffin Black, Llc | $241M | $356M | 67.7% | 03/25/2026 |
| Birch Financial Group, Llc | $237M | $265M | 89.6% | 01/23/2026 |
| Nikulski Financial, Inc. | $236M | $449M | 52.6% | 03/17/2026 |
| Kiplinger Investment Advisors, Llc. | $223M | $262M | 85.1% | 03/27/2026 |
| Root Financial Partners, Llc | $216M | $2.1B | 10.1% | 01/14/2026 |
| Bull Oak Capital, Llc | $196M | $262M | 75.0% | 03/09/2026 |
| Windle Wealth, Llc | $195M | $251M | 77.6% | 03/30/2026 |
| Beck Bode Llc | $193M | $666M | 29.0% | 03/31/2026 |
| Retirement Portfolios, Llc | $191M | $290M | 65.9% | 03/31/2026 |
| J. P. Davis, Inc. | $190M | $242M | 78.7% | 02/13/2026 |
| Campbell Financial Partners, Llc | $190M | $203M | 93.5% | 01/28/2026 |
| Highroad Wealth Advisors, Llc | $189M | $189M | 100.0% | 01/26/2026 |
| Brindle & Bay Financial Advisors, Llc | $185M | $185M | 100.0% | 03/25/2026 |
| Taylor Wealth Management, Llc | $171M | $171M | 100.0% | 02/11/2026 |
| Addis & Hill, Incorporated | $170M | $254M | 67.0% | 02/18/2026 |
| Drucker Wealth 3.0, Llc | $166M | $771M | 21.6% | 03/31/2026 |
| Inspire Advisors, Llc | $162M | $1.3B | 12.1% | 03/12/2026 |
| Golden Bay Advisors Llc | $157M | $180M | 87.1% | 03/03/2026 |
| Natural Bridges Financial Advisors Llc | $156M | $156M | 99.9% | 02/13/2026 |
| Heritage Wealth Management Group, Ltd | $152M | $152M | 100.0% | 03/03/2026 |
| Lifeworks Advisors, Llc | $151M | $967M | 15.6% | 03/10/2026 |
| Merrithew & Thorsten, Inc. | $150M | $155M | 96.8% | 02/10/2026 |
| Luminvest Wealth Management Llc | $147M | $398M | 37.0% | 02/25/2026 |
| Cornerstone Wealth Partners, Llc | $146M | $146M | 100.0% | 03/31/2026 |
| Range Advisory, Llc | $145M | $654M | 22.1% | 03/20/2026 |
| Wealth Analytics Partners, Llc | $142M | $316M | 44.9% | 03/19/2026 |
| Sagebroadview Wealth Management, Llc | $142M | $397M | 35.7% | 03/16/2026 |
| Winnacle Wealth, Llc | $138M | $145M | 95.2% | 03/23/2026 |
| Macke Financial Advisory Group, Inc. | $137M | $176M | 78.1% | 03/11/2026 |
| Clarity Financial Advisors Llc | $137M | $150M | 91.7% | 03/12/2026 |
| Bradley Wealth Llc | $137M | $197M | 69.4% | 03/18/2026 |
| Balance Wealth Partners Llc | $133M | $387M | 34.5% | 03/23/2026 |
| Graetz Wealth, Llc | $132M | $158M | 83.2% | 03/24/2026 |
| Oakmont Advisory Group, Llc | $130M | $150M | 86.8% | 03/31/2026 |
| Broadhurst Financial Advisors, Inc. | $128M | $128M | 100.0% | 03/10/2026 |
| Eddie Patel, Inc | $127M | $161M | 79.2% | 02/20/2026 |
| Bone Fide Wealth, Llc | $127M | $127M | 100.0% | 03/23/2026 |
| Van Diest Capital, Llc | $126M | $144M | 87.5% | 02/02/2026 |
| F5 Financial Planning, L.L.C. | $124M | $169M | 73.8% | 03/17/2026 |
| Terrafirma Wealth Partners Llc | $118M | $118M | 99.4% | 03/11/2026 |
| Trail Financial Planning Llc | $116M | $117M | 99.3% | 03/10/2026 |
| Jim Mackay Financial Planning, Llc | $105M | $176M | 59.9% | 03/27/2026 |
| Millstone Financial Group Limited Liability Company | $104M | $104M | 100.0% | 02/18/2026 |
| Haynie Wealth Management Llc | $104M | $107M | 97.8% | 02/25/2026 |
| Altitude Capital Management Llc | $102M | $104M | 98.6% | 03/16/2026 |
| V&V Management Group Corporation | $101M | $105M | 96.3% | 02/09/2026 |
| Sturman Wealth Advisors, Llc | $96.6M | $116M | 83.0% | 02/26/2026 |
| Pacific Wealth Advisory Services Llc | $94.4M | $96.3M | 98.0% | 02/19/2026 |
| Thinking Big Financial Inc. | $93.0M | $93.0M | 100.0% | 02/16/2026 |
| Suttle Crossland Wealth Advisors, Llc | $90.7M | $101M | 89.7% | 03/26/2026 |
| New Wave Financial Services, Llc | $90.3M | $122M | 74.3% | 02/04/2026 |
| Clarity Financial Planners, Llc | $89.8M | $132M | 67.8% | 03/31/2026 |
| Collie Financial Planning, Inc. | $89.1M | $163M | 54.7% | 02/22/2026 |
| Oath Planning, Llc | $85.0M | $285M | 29.9% | 02/03/2026 |
| Planning Solutions International Llc | $83.2M | $109M | 76.4% | 03/30/2026 |
| Lake Avenue Financial Llc | $80.6M | $155M | 52.1% | 03/23/2026 |
| Impact Fiduciary Llc | $80.0M | $127M | 63.0% | 02/09/2026 |
| Capstone Wealth Advisors, Llc | $77.1M | $102M | 75.4% | 03/31/2026 |
| Lake Road Advisors, Llc | $72.8M | $98.8M | 73.8% | 01/21/2026 |
| Lfg Wealth Partners, Llc | $71.9M | $191M | 37.7% | 02/09/2026 |
| Mountain Pass Planning Corporation | $70.2M | $74.9M | 93.6% | 03/03/2026 |
| Fifr, Inc. | $68.0M | $68.0M | 100.0% | 03/30/2026 |
| Clear Retirement Advice Llc | $67.8M | $153M | 44.2% | 03/09/2026 |
| Sagent Wealth Management | $66.7M | $100M | 66.4% | 03/11/2026 |
| Slp Wealth Llc | $63.7M | $63.7M | 100.0% | 02/23/2026 |
| Archer Pointe Wealth Management, Llc | $63.2M | $186M | 34.1% | 03/12/2026 |
| Carbon Collective Investing, Llc | $62.8M | $348M | 18.0% | 03/25/2026 |
| Apforia Ltd | $62.3M | $102M | 61.1% | 02/24/2026 |
| Embark Wealth Management, Llc | $57.4M | $57.4M | 100.0% | 03/30/2026 |
| Forever Financial Advisors, Llc | $55.6M | $72.2M | 77.0% | 03/30/2026 |
| Zenith Solutions, Inc. | $54.6M | $151M | 36.2% | 03/17/2026 |
| Avise Financial Cooperative, Inc. | $52.4M | $169M | 30.9% | 02/10/2026 |
| Emergent Financial Services, Llc. | $52.0M | $195M | 26.6% | 03/24/2026 |
| Bates Financial Advisors, Inc. | $51.2M | $439M | 11.6% | 04/01/2026 |
| An Exceptional Life Financial, Llc | $49.7M | $259M | 19.2% | 03/26/2026 |
| Gbc Investment Group Llc | $49.6M | $304M | 16.3% | 01/28/2026 |
| Aegis Wealth Group, Llc | $49.0M | $248M | 19.8% | 03/27/2026 |
| E6 Portfolios | $49.0M | $239M | 20.5% | 03/27/2026 |
| Moore Financial Advisors, Ltd. | $48.4M | $127M | 38.1% | 03/23/2026 |
| Your Financial Pharmacist Planning, Llc | $47.9M | $53.2M | 90.0% | 02/04/2026 |
| Eagle's Crest Advisors, Llc | $46.8M | $65.3M | 71.7% | 03/27/2026 |
| Spark Financial Advisors, Llc | $46.6M | $147M | 31.7% | 03/17/2026 |
| Mra Advisory Group | $45.4M | $361M | 12.6% | 03/27/2026 |
| Iconoclastic Capital Management Llc | $42.4M | $68.2M | 62.2% | 03/30/2026 |
| Secfi Advisory Limited | $40.9M | $226M | 18.1% | 03/25/2026 |
| Talon Llc | $40.1M | $1.1B | 3.8% | 03/29/2026 |
| Connective Wealth Partners, Llc | $39.4M | $77.6M | 50.8% | 03/27/2026 |
| Assured Retirement Financial Group, Inc. | $37.1M | $241M | 15.4% | 03/29/2026 |
| Elite Wealth Management, Inc. | $36.4M | $161M | 22.6% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.