TradePMR
$5.8B reported client assets across 26 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 21 firms that reported TradePMR in both FY2023 and FY2024 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. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 3 cohort firms, FY2018: 4 cohort firms, FY2019: 6 cohort firms, FY2020: 5 cohort firms, FY2021: 15 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Parr Mcknight Wealth Management Group, Llc | $952M | $952M | 100.0% | 03/13/2025 |
| Jmac Enterprises Llc | $712M | $919M | 77.5% | 02/27/2025 |
| Kesler, Norman & Wride, Llc | $589M | $619M | 95.2% | 03/28/2025 |
| Archer Investment Corporation | $325M | $901M | 36.1% | 03/12/2025 |
| Stewardship Advisors, Llc | $314M | $462M | 67.9% | 03/17/2025 |
| Blb & B Advisors, Llc | $296M | $2.7B | 10.8% | 03/26/2025 |
| The Palmer Knight Company | $296M | $296M | 100.0% | 03/12/2025 |
| N | $209M | $367M | 57.1% | 03/13/2025 |
| Orca Wealth Management, Llc | $194M | $194M | 100.0% | 03/06/2025 |
| Sterling Retirement Group Of Sacramento Inc. | $177M | $177M | 100.0% | 03/18/2025 |
| Forteris Wealth Management, Inc. | $177M | $180M | 98.5% | 03/20/2025 |
| Renaud & Company, Llc | $174M | $174M | 100.0% | 03/31/2025 |
| New River Financial Group, Llc | $159M | $277M | 57.5% | 03/12/2025 |
| Michael Traxler Wealth Management, Llc | $157M | $170M | 92.5% | 02/05/2025 |
| Rabe Investment Consulting Group | $130M | $130M | 100.0% | 04/08/2025 |
| Caerus Investment Advisors, Llc | $128M | $195M | 66.0% | 03/14/2025 |
| Verde Capital Management, Inc. | $122M | $606M | 20.1% | 03/10/2025 |
| Calton & Associates, Inc. | $116M | $1.2B | 9.5% | 12/19/2024 |
| Cmc Financial Group, Llc | $110M | $110M | 100.0% | 03/17/2025 |
| Grand Central Investment Group, Llc | $106M | $130M | 81.3% | 03/13/2025 |
| Munn Wealth Management, Llc | $105M | $210M | 50.0% | 03/20/2025 |
| Carota Wealth Management | $94.7M | $99.4M | 95.2% | 02/14/2025 |
| Kcd Financial, Inc. | $83.8M | $183M | 45.9% | 03/03/2025 |
| Split Rock Private Trading And Wealth Management Llc | $59.3M | $309M | 19.2% | 02/19/2025 |
| Worth Financial Advisory Group, Llc | $32.0M | $233M | 13.7% | 02/26/2025 |
| Plan First Wealth Llc | $4.1M | $120M | 3.4% | 02/10/2025 |
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.