Bloom Advisors, Inc.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 1,166
- Avg AUM / client
- $1.4M
- Accounts
- 1,166
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 647 | $346M | 21.4% |
| High net worth individuals | 519 | $1.3B | 78.6% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth J Bloom | President, Chief Compliance Officer | Jan 2005 (22y) | 50% – 75% | |
| Richard J Bloom | President | Jan 2005 (22y) | 50% – 75% | |
| Cynthia Maria Szymanski | Registered representative | CFP | Mar 2010 (16y) | |
| Jack Kabalan Riashi | Registered representative | CFP | Apr 2010 (16y) | |
| Scott Whyte | Registered representative | May 2010 (16y) | ||
| Jonathan Marc Goldberg | Registered representative | Nov 2010 (16y) | ||
| Brian Weisberger | Registered representative | Jul 2013 (13y) | ||
| Corey Mark Weintraub | Registered representative | Feb 2015 (11y) | ||
| Stephanie Bloom Lucker | Registered representative | CFP | Sep 2019 (7y) | |
| Colin Stewart Fraser | Registered representative | CFP | Dec 2024 (2y) | |
| Jennifer Bloom Kravis | Registered representative | CFP | May 2025 (1y) | |
| Dillon Lee Haviland | Registered representative | CFP | Apr 2026 (0y) |
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) | 04/01/2026 | 1.02 MB | 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $706M (44% of AUM) Apr 2026
- Charles Schwab & Co. $637M (39% of AUM) Apr 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗