Ascensus Broker Dealer Services, Llc
$76.1B reported client assets across 21 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 16 firms that reported Ascensus Broker Dealer Services, 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. 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2019: 2 cohort firms, FY2020: 3 cohort firms, FY2021: 4 cohort firms, FY2022: 6 cohort firms, FY2023: 10 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Creative Planning, Llc | $73.5B | $296B | 24.9% | 03/31/2026 |
| Willis Investment Counsel Inc | $1.1B | $4.2B | 26.3% | 03/31/2026 |
| Lutz Financial Services, Llc | $564M | $3.2B | 17.7% | 03/21/2026 |
| Carolina Qualified Retirement Plan Advisers, Llc | $310M | $444M | 69.9% | 02/11/2026 |
| Adaptive Financial Consulting, Llc | $105M | $547M | 19.3% | 03/05/2026 |
| M Group Investment Advisor, Llc | $97.1M | $344M | 28.3% | 03/16/2026 |
| Financial Management, Inc. | $93.1M | $224M | 41.5% | 03/30/2026 |
| Rps Retirement Plan Advisors | $42.4M | $336M | 12.6% | 03/11/2026 |
| Pks Investment Advisors Llc | $41.2M | $367M | 11.2% | 03/27/2026 |
| Hatcher Capital Investments, Inc. | $32.2M | $127M | 25.3% | 03/26/2026 |
| Income & Asset Advisory, Inc. | $31.2M | $175M | 17.9% | 03/11/2026 |
| Smith Bruer Advisors, Llc | $30.4M | $238M | 12.8% | 03/04/2026 |
| Wealth Advisors Network, Inc. | $30.0M | $300M | 10.0% | 12/09/2025 |
| Andrews Advisory Associates, Llc | $27.4M | $269M | 10.2% | 03/19/2026 |
| Fmb Retirement Services | $23.7M | $146M | 16.2% | 03/05/2026 |
| Wright Wealth Strategies, Llc | $23.0M | $127M | 18.1% | 03/18/2026 |
| Itrust Asset Management, Llc | $20.3M | $212M | 9.6% | 03/03/2026 |
| Oxley, Harry Keir | $19.1M | $127M | 15.0% | 03/30/2026 |
| N | $10.3M | $302M | 3.4% | 02/03/2026 |
| Warren Capital Management, Inc. | $2.8M | $131M | 2.1% | 03/26/2026 |
| Laughlin Financial Llc | $2.5M | $200M | 1.2% | 01/23/2026 |
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.