Mtg, Llc
$67.4B reported client assets across 17 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported Mtg, Llc 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: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 4 cohort firms, FY2020: 4 cohort firms, FY2021: 5 cohort firms, FY2022: 5 cohort firms, FY2023: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Betterment Llc | $66.8B | $69.5B | 96.1% | 03/30/2026 |
| Physician Family Financial Advisors Inc | $260M | $285M | 91.2% | 02/05/2026 |
| Ballast Point Financial Planning, Llc | $117M | $162M | 72.2% | 01/30/2026 |
| Team Hays Inc. | $45.0M | $156M | 28.8% | 03/05/2026 |
| Ares Financial Consulting Llc | $39.9M | $244M | 16.4% | 03/02/2026 |
| Cambria Investment Management, L.P. | $35.2M | $3.6B | 1.0% | 03/27/2026 |
| Lake Road Advisors, Llc | $19.1M | $98.8M | 19.3% | 01/21/2026 |
| New Wave Financial Services, Llc | $15.3M | $122M | 12.6% | 02/04/2026 |
| Rigden Enterprises | $13.4M | $130M | 10.3% | 03/30/2026 |
| Etf Model Solutions, Llc | $12.8M | $18.1M | 70.7% | 03/31/2026 |
| Bradley Wealth Llc | $4.7M | $197M | 2.4% | 03/18/2026 |
| Able Wealth Management Llc | $3.4M | $580M | 0.6% | 01/14/2026 |
| Continuum Advisory, Llc | $1.5M | $1.9B | 0.1% | 03/30/2026 |
| Darrow Bentley Llc | $1.3M | $6.1M | 21.3% | 02/06/2026 |
| Great Hill Advisory Ltd. | $907K | $218M | 0.4% | 02/11/2026 |
| True Measure Wealth Management | $770K | $242M | 0.3% | 02/20/2026 |
| Wealthmeup Advisors Llc | $90 | $75.9K | 0.1% | 04/01/2026 |
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.