Vanguard Marketing Corporation
$259B reported client assets across 29 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 20 firms that reported Vanguard Marketing Corporation 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. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 4 cohort firms, FY2020: 6 cohort firms, FY2021: 10 cohort firms, FY2022: 10 cohort firms, FY2023: 12 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Vanguard Advisers, Inc. | $256B | $345B | 74.2% | 03/30/2026 |
| Tide Cycle Resources Llc | $788M | $1.9B | 42.6% | 03/11/2026 |
| Smith Thornton Advisors, Llc | $458M | $852M | 53.7% | 03/23/2026 |
| Martin, Javan Von | $408M | $952M | 42.8% | 03/24/2026 |
| Twin Focus Capital Partners, Llc | $334M | $4.6B | 7.3% | 04/01/2026 |
| Red Oak Financial Group, Llc | $293M | $1.0B | 28.2% | 03/06/2026 |
| Geometric Wealth Advisors, Llc | $185M | $1.3B | 13.9% | 03/19/2026 |
| Benefit Fiduciary Group Llc | $145M | $529M | 27.5% | 01/28/2026 |
| Retirement Consulting Group, Inc. | $130M | $457M | 28.5% | 03/11/2026 |
| Ohiggins Asset Management Inc | $107M | $195M | 54.7% | 03/31/2026 |
| Silver Coast Investments Llc | $102M | $402M | 25.4% | 03/19/2026 |
| Wwm Advisory Inc. | $98.4M | $280M | 35.1% | 03/10/2026 |
| Luminvest Wealth Management Llc | $88.1M | $398M | 22.1% | 02/25/2026 |
| Double Duty Money Management Llc | $60.5M | $83.7M | 72.3% | 01/26/2026 |
| Gainplan Llc | $46.9M | $462M | 10.2% | 03/05/2026 |
| Rd Lewis Holdings, Inc. | $37.1M | $257M | 14.5% | 03/06/2026 |
| Jim Mackay Financial Planning, Llc | $30.8M | $176M | 17.5% | 03/27/2026 |
| Acap Asset Management, Inc. | $24.6M | $255M | 9.6% | 03/20/2026 |
| Hodge Financial Services, Llc | $19.7M | $19.7M | 100.0% | 04/30/2026 |
| Charis Legacy Partners, Llc | $18.8M | $133M | 14.2% | 01/09/2026 |
| Atwood Financial Planning Llc | $14.6M | $15.8M | 93.0% | 02/19/2026 |
| Financial Avenues Llc | $12.3M | $148M | 8.3% | 03/31/2026 |
| Act Capital Management, Llc | $12.2M | $164M | 7.4% | 03/31/2026 |
| Truman Wealth Advisors Llc | $10.7M | $106M | 10.1% | 03/27/2026 |
| Suttle Crossland Wealth Advisors, Llc | $4.9M | $101M | 4.9% | 03/26/2026 |
| The Eastrade Asset Management Corporation | $4.1M | $38.0M | 10.9% | 02/06/2026 |
| Hawkins Investment Counsel, Llc | $3.1M | $168M | 1.8% | 03/30/2026 |
| Garhwal, Chan & Williams Inc. | $1.2M | $134M | 0.9% | 01/26/2026 |
| Gfm Asset Management Llc | $100K | $27.5M | 0.4% | 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.