Apex Clearing
$28.8B reported client assets across 50 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 34 firms that reported Apex Clearing 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: 4 cohort firms, FY2018: 5 cohort firms, FY2019: 8 cohort firms, FY2020: 10 cohort firms, FY2021: 15 cohort firms, FY2022: 22 cohort firms, FY2023: 26 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Mercury Advisory, Llc | $11.1B | $17.9B | 61.7% | 03/31/2026 |
| Stash Investments Llc | $4.2B | $4.9B | 84.6% | 03/31/2026 |
| Facet Wealth, Inc | $4.1B | $6.0B | 68.5% | 01/30/2026 |
| Sofi Wealth Llc | $2.0B | $2.0B | 100.0% | 03/27/2026 |
| Ally Invest Advisors Inc | $1.7B | $1.7B | 100.0% | 03/16/2026 |
| Rbb Treasury Llc | $1.6B | $1.9B | 81.9% | 03/25/2026 |
| Titan Global Capital Management Usa Llc | $1.1B | $1.1B | 100.0% | 03/26/2026 |
| Principal Advised Services, Llc | $887M | $1.4B | 62.4% | 03/30/2026 |
| Copper Financial Network, Llc | $411M | $411M | 100.0% | 03/31/2026 |
| Zoe Financial, Inc. | $283M | $283M | 100.0% | 03/30/2026 |
| Treasure Investment Management, Llc | $253M | $253M | 100.0% | 03/31/2026 |
| Stirlingshire Ria Llc | $180M | $180M | 100.0% | 09/18/2025 |
| Innis Investments Llc | $173M | $173M | 100.0% | 01/15/2026 |
| Infinite Giving Advisory Services, Inc. | $113M | $113M | 100.0% | 03/10/2026 |
| Lifeworks Advisors, Llc | $104M | $967M | 10.7% | 03/10/2026 |
| Wahed Invest Llc | $62.1M | $1.1B | 5.5% | 03/30/2026 |
| Nest Investments Llc | $56.5M | $132M | 42.9% | 03/05/2026 |
| Moment Advisors, Llc | $56.3M | $56.3M | 100.0% | 03/09/2026 |
| Stash Wealth, Llc | $41.6M | $51.7M | 80.3% | 03/03/2026 |
| 1 St Discount Brokerage, Inc. | $35.3M | $131M | 26.9% | 03/31/2026 |
| Beagle Invest, Llc | $26.4M | $26.4M | 100.0% | 01/20/2026 |
| Evergreen Wealth Advisors | $26.2M | $112M | 23.3% | 03/26/2026 |
| Svn Global Private Advisors Llc | $25.3M | $38.3M | 66.0% | 03/30/2026 |
| Fruitful Advisory, Llc | $25.2M | $25.2M | 100.0% | 03/20/2026 |
| Qapital Invest, Llc | $23.1M | $42.1M | 55.0% | 09/30/2025 |
| Sustainable Advisors Alliance Llc | $23.1M | $235M | 9.8% | 02/23/2026 |
| Marketriders, Inc. | $20.7M | $363M | 5.7% | 03/30/2026 |
| Icon Financial Services Llc | $19.7M | $19.7M | 100.0% | 03/13/2026 |
| Rigden Enterprises | $19.0M | $130M | 14.6% | 03/30/2026 |
| Public Advisors Llc | $18.8M | $18.8M | 100.0% | 03/29/2026 |
| Unest Advisers, Llc | $17.7M | $45.6M | 38.7% | 04/01/2026 |
| Dipsea Capital, Llc | $17.3M | $58.3M | 29.6% | 03/31/2026 |
| Albert Investments, Llc | $14.5M | $22.7M | 64.1% | 01/30/2026 |
| Dub Advisors Llc | $13.8M | $81.8M | 16.9% | 02/23/2026 |
| Finhabits Advisors, Llc | $11.1M | $116M | 9.6% | 03/26/2026 |
| Wealthyx Llc | $10.2M | $68.8M | 14.8% | 08/29/2025 |
| Balance Cash Management Inc. | $8.6M | $11.6M | 74.0% | 03/19/2026 |
| Smartadvisor Llc | $4.6M | $29.2M | 15.6% | 03/19/2026 |
| Monorail Securities Llc | $2.5M | $389M | 0.7% | 03/31/2026 |
| Magnifi Llc | $2.1M | $2.1M | 100.0% | 03/30/2026 |
| Asesordeinversiones.Com Ltd | $925K | $1.3M | 73.6% | 01/08/2026 |
| Sidepocket Inc | $915K | $915K | 100.0% | 03/12/2026 |
| Elv8 Inc. | $798K | $798K | 100.0% | 03/31/2026 |
| Highline Wealth Partners, Llc | $408K | $908M | 0.0% | 02/26/2026 |
| M1 Advisory Services Llc | $380K | $634K | 60.0% | 03/31/2026 |
| N | $273K | $3.3M | 8.2% | 02/21/2026 |
| Stackwell Capital Advisers, Llc | $225K | $2.3M | 9.7% | 03/31/2026 |
| Munifi, Llc | $198K | $198K | 100.0% | 03/09/2026 |
| Wealth More Enterprise, Inc. | $99.7K | $99.7K | 100.0% | 03/30/2026 |
| Wing Financial Inc. | $15.5K | $128K | 12.1% | 03/30/2026 |
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.