Axos Clearing
$31.9B reported client assets across 92 advisory firms in FY2025 annual amendments
Reported client assets over time
$311M
$30.4B
2020
2025
Same-firm comparison: 79 firms that reported Axos Clearing 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. 2020, 2021, 2022 are shown but partial — only FY2020: 2 cohort firms, FY2021: 43 cohort firms, FY2022: 53 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Matson Money, Inc. | $7.1B | $24.3B | 29.4% | 03/31/2026 |
| Founders Financial Securities, Llc | $2.7B | $4.1B | 64.3% | 03/26/2026 |
| Symmetry Partners, Llc. | $1.6B | $4.7B | 33.4% | 02/27/2026 |
| United Planners' Financial Services Of America A Limited Partner | $1.4B | $12.8B | 11.2% | 03/30/2026 |
| Usa Financial Exchange Llc | $1.4B | $1.6B | 84.2% | 03/27/2026 |
| Howard Capital Management, Llc | $1.3B | $8.0B | 16.5% | 03/30/2026 |
| Nfsg Corporation | $960M | $1.1B | 88.6% | 02/13/2026 |
| Flexible Plan Investments Ltd | $860M | $1.5B | 58.0% | 03/31/2026 |
| Oakworth Asset Management, Llc | $805M | $846M | 95.1% | 03/27/2026 |
| Strategic Equity Management, Inc. | $735M | $933M | 78.7% | 03/24/2026 |
| The Planning Center, Inc. | $633M | $1.4B | 46.1% | 03/16/2026 |
| Wisdom Financial Services, L.L.C. | $606M | $779M | 77.7% | 02/02/2026 |
| Paul Winkler, Inc. | $500M | $1.3B | 39.2% | 03/13/2026 |
| A & I Financial Services, Llc | $492M | $560M | 87.8% | 03/16/2026 |
| First Financial Coaching, Inc. | $490M | $671M | 73.0% | 03/22/2026 |
| Mason & Associates, Llc | $462M | $471M | 97.9% | 03/11/2026 |
| Trajan Wealth, L.L.C. | $441M | $2.6B | 17.0% | 03/20/2026 |
| Verity Asset Management, Inc. | $404M | $1.2B | 35.0% | 03/31/2026 |
| Hbw Advisory Services Llc | $400M | $1.7B | 22.9% | 11/13/2025 |
| Q3 Asset Management Corporation | $345M | $795M | 43.4% | 03/29/2026 |
| Moneywise Inc | $331M | $449M | 73.6% | 02/06/2026 |
| Stewardship Advisory Group, Llc | $299M | $322M | 93.0% | 03/14/2026 |
| Gretchen Stangier, Inc. | $296M | $300M | 98.4% | 01/07/2026 |
| Aurelius Family Office, Llc | $268M | $315M | 84.9% | 03/04/2026 |
| Atlas Capital Management Corp | $238M | $870M | 27.4% | 03/19/2026 |
| Interactive Financial Advisors, Inc. | $235M | $240M | 97.7% | 03/27/2026 |
| Horizon Investments Llc | $221M | $8.5B | 2.6% | 03/06/2026 |
| Bullseye Investment Management, Llc | $213M | $226M | 94.3% | 03/30/2026 |
| Cpr Investments Inc | $213M | $250M | 85.2% | 01/27/2026 |
| Elliott Cove Capital Management Llc | $204M | $348M | 58.5% | 02/05/2026 |
| Sapere Wealth Management, Llc | $203M | $605M | 33.5% | 03/13/2026 |
| Garden State Investment Advisory Services, Llc | $197M | $674M | 29.2% | 03/31/2026 |
| Tranquilli Financial Advisor, Llc | $193M | $199M | 96.9% | 01/30/2026 |
| Storehouse Financial Llc | $193M | $240M | 80.3% | 03/25/2026 |
| St. Louis Financial Planners Asset Management, Llc | $188M | $234M | 80.5% | 01/29/2026 |
| Mgo One Seven Llc | $188M | $7.7B | 2.4% | 04/01/2026 |
| Global View Capital Management Llc | $182M | $775M | 23.5% | 03/12/2026 |
| Asset Preservation Group Inc | $181M | $321M | 56.5% | 03/25/2026 |
| Seros Financial, Llc | $181M | $359M | 50.4% | 03/12/2026 |
| Financial Consultants Group Inc | $173M | $188M | 91.9% | 03/11/2026 |
| Classic Asset Management, Llc | $163M | $189M | 86.1% | 01/29/2026 |
| F.I.G. Financial Advisory Services, Inc. | $162M | $162M | 100.0% | 03/09/2026 |
| Larry Mathis Financial Planning, L.L.C. | $158M | $213M | 74.3% | 03/04/2026 |
| Wisconsin Wealth Advisors, Llc | $158M | $158M | 100.0% | 03/20/2026 |
| Mack Investment Securities, Inc. | $152M | $303M | 50.4% | 03/31/2026 |
| Axos Invest, Inc | $151M | $151M | 100.0% | 03/27/2026 |
| Envision Financial Transparency, Llc | $145M | $322M | 45.1% | 03/31/2026 |
| Bts Asset Management Inc | $145M | $145M | 100.0% | 03/31/2026 |
| Monson Wealth Management, Inc. | $143M | $149M | 95.8% | 03/31/2026 |
| Premier Estate Planners, Llc | $136M | $227M | 60.0% | 02/09/2026 |
| Wealthmark, Llc | $132M | $132M | 100.0% | 03/03/2026 |
| Cmg Capital Management Group, Inc. | $126M | $257M | 49.0% | 03/23/2026 |
| Heritage Capital, Llc | $123M | $147M | 83.8% | 03/06/2026 |
| Its Asset Management Lp | $122M | $298M | 41.1% | 03/17/2026 |
| Olympus Peaks Financial, Llc | $115M | $141M | 81.2% | 01/13/2026 |
| Pegasus Financial Group Llc | $111M | $122M | 90.9% | 03/23/2026 |
| Apo Financial Services, Llc | $110M | $124M | 88.2% | 04/01/2026 |
| Peachcap Tax & Advisory, Llc | $105M | $147M | 71.3% | 02/17/2026 |
| Capital Asset Advisory Services, Llc. | $99.9M | $4.6B | 2.2% | 03/26/2026 |
| Octant Quantitative Investment Management Llc | $97.0M | $128M | 75.6% | 02/10/2026 |
| Rice Financial Consulting, Inc. | $96.6M | $287M | 33.6% | 03/31/2026 |
| Portfolio Design Services, Llc | $94.8M | $150M | 63.3% | 03/02/2026 |
| Adc Wealth Management, Llc | $89.9M | $206M | 43.6% | 02/17/2026 |
| Shadowridge Asset Management, Llc | $84.9M | $127M | 67.0% | 03/18/2026 |
| Qm Advisors Llc | $80.0M | $140M | 57.1% | 03/25/2026 |
| Invictus Timing Service Ltd | $78.0M | $103M | 75.7% | 03/09/2026 |
| Main Advisory, Inc. | $74.2M | $163M | 45.6% | 02/19/2026 |
| Wealth Teams Alliance Inc. | $71.8M | $224M | 32.1% | 03/31/2026 |
| Capstone Wealth Management Corp. | $70.0M | $109M | 64.0% | 03/30/2026 |
| Elevage Partners, Llc | $68.4M | $155M | 44.2% | 03/27/2026 |
| Benchmark Capital Group Ltd. | $62.5M | $174M | 36.0% | 02/13/2026 |
| Bca Private Wealth, Inc. | $48.0M | $317M | 15.1% | 02/18/2026 |
| Ibn Financial Services, Inc. | $40.9M | $87.7M | 46.7% | 04/17/2026 |
| Angelus Investment Consulting, Inc. | $32.7M | $226M | 14.5% | 03/17/2026 |
| Rebel Financial, Llc. | $31.9M | $370M | 8.6% | 03/30/2026 |
| Apple Tree Asset Management, Llc | $26.2M | $152M | 17.3% | 03/26/2026 |
| Fairfax Global Investment Management Llc | $25.1M | $148M | 17.0% | 03/27/2026 |
| Precise Investment Management, Inc. | $22.6M | $186M | 12.1% | 09/25/2025 |
| M2 Financial Llc | $22.3M | $39.7M | 56.2% | 03/31/2026 |
| Sfga Llc | $19.7M | $110M | 17.9% | 02/06/2026 |
| Transce3 Nd Llc | $19.4M | $419M | 4.6% | 02/27/2026 |
| Naviquant Capital Management Llc | $13.9M | $199M | 7.0% | 03/18/2026 |
| Crescat Portfolio Management Llc | $10.8M | $536M | 2.0% | 03/27/2026 |
| Portfolio Strategies Inc | $8.3M | $50.2M | 16.6% | 03/30/2026 |
| Nexadvisors, Llc | $6.4M | $26.1M | 24.4% | 03/31/2026 |
| Corecap Advisors, Llc | $2.5M | $4.0B | 0.1% | 03/31/2026 |
| Encompass More Asset Management Llc | $2.4M | $985M | 0.2% | 03/21/2026 |
| Hassell Wealth Management, L.L.C. | $717K | $387M | 0.2% | 03/11/2026 |
| Amidon & Petersen Financials, Llc | $530K | $39.1M | 1.4% | 03/20/2026 |
| Coston, Mcisaac, And Partners Inc. | $154K | $467M | 0.0% | 01/27/2026 |
| Alden Capital Management Inc. | $128K | $1.5B | 0.0% | 03/26/2026 |
| Wisdom Index Advisors, Llc | $10.0K | $221M | 0.0% | 03/30/2026 |
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.