Asset Mark
$1.2B reported client assets across 10 advisory firms in FY2024 annual amendments
Reported client assets over time
$7.2M
$867M
2021
2024
Same-firm comparison: 6 firms that reported Asset Mark 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. 2021, 2022 are shown but partial — only FY2021: 1 cohort firms, FY2022: 4 cohort firms. No matched data for FY2018, FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Tfb Advisors, Llc | $430M | $860M | 50.0% | 03/27/2025 |
| Gateway Wealth Partners, Llc | $403M | $1.2B | 32.2% | 03/31/2025 |
| American Independent Securities Group, Llc | $212M | $605M | 35.0% | 03/25/2025 |
| Women's Wealth Advisor | $55.9M | $94.1M | 59.4% | 01/29/2025 |
| Pinkerton Wealth, Llc | $51.5M | $1.3B | 4.1% | 02/25/2025 |
| Lone Peak Advisers, Llc | $20.0M | $119M | 16.8% | 03/03/2025 |
| Smith Brothers Financial, Llc | $16.7M | $999M | 1.7% | 03/30/2025 |
| Oakwood Capital, Inc. | $7.2M | $260M | 2.8% | 01/31/2025 |
| Beyond Wealth Management Group, Llc | $5.5M | $107M | 5.1% | 03/26/2025 |
| Emergent Wealth Advisors, Llc | $5.4M | $203M | 2.7% | 01/09/2025 |
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.