Ascensus, Inc.
$2.5B reported client assets across 5 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Ascensus, Inc. 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: 1 cohort firms. No matched data for FY2017, FY2018, FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fisher Retirement Solutions Llc | $2.2B | $5.5B | 40.2% | 03/26/2025 |
| Wheeler Retirement Plans Llc | $116M | $520M | 22.2% | 01/24/2025 |
| Mountain Hill Investment Partners | $106M | $360M | 29.4% | 03/25/2025 |
| Warren Street Wealth Advisors, Llc | $35.5M | $458M | 7.8% | 02/03/2025 |
| Beyond Wealth Management Group, Llc | $15.0M | $107M | 14.0% | 03/26/2025 |
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.