Adp Broker Dealer, Inc.
$1.3B reported client assets across 8 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Adp Broker Dealer, Inc. 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. 2022, 2023 are shown but partial — only FY2022: 1 cohort firms, FY2023: 1 cohort firms. No matched data for FY2017, FY2018, FY2019, FY2020, FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mayflower Financial Advisors, Llc | $597M | $5.8B | 10.3% | 03/27/2026 |
| Hardy Reed, Llc | $319M | $2.9B | 11.0% | 03/24/2026 |
| Pointoak Retirement Advisors, Llc | $128M | $1.1B | 11.9% | 03/04/2026 |
| Monarch Plan Advisors | $102M | $793M | 12.8% | 03/18/2026 |
| Glover Park Wealth Management, Llc | $55.2M | $144M | 38.3% | 03/06/2026 |
| Financial Independence Advisors, Llc | $31.6M | $190M | 16.7% | 01/30/2026 |
| Elevated Financial Group, Llc | $24.7M | $532M | 4.6% | 03/05/2026 |
| Foster & Wood, Inc. | $23.4M | $219M | 10.7% | 03/20/2026 |
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.