Novia Global Ltd
$349M reported client assets across 7 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 6 firms that reported Novia Global Ltd 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. 2018, 2019, 2020, 2021 are shown but partial — only FY2018: 1 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Hoxton Wealth Usa Llc | $110M | $804M | 13.7% | 03/30/2026 |
| Cross Border Wealth, Llc | $86.4M | $222M | 38.9% | 03/12/2026 |
| Beacon Global Advisor Network, Llc | $52.6M | $745M | 7.1% | 03/31/2026 |
| Plan First Wealth Llc | $38.3M | $140M | 27.3% | 02/19/2026 |
| Alexander Beard (Usa), Inc. | $30.8M | $48.9M | 63.0% | 03/27/2026 |
| Liberty Wealth Managers Llc | $28.3M | $59.9M | 47.2% | 03/31/2026 |
| Archway Private Wealth Llc | $1.9M | $17.3M | 10.8% | 03/05/2026 |
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.