Advisortrust, Inc.
$978M reported client assets across 7 advisory firms in FY2023 annual amendments
Reported client assets over time
$402M
$653M
2020
2023
Same-firm comparison: 5 firms that reported Advisortrust, Inc. in both FY2022 and FY2023 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. 2020, 2021 are shown but partial — only FY2020: 2 cohort firms, FY2021: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Fiduciary Advisors, Llc | $403M | $403M | 100.0% | 03/29/2024 |
| N | $296M | $2.4B | 12.6% | 03/29/2024 |
| Greystone Financial Group, Llc | $102M | $1.0B | 10.0% | 03/20/2024 |
| Diversified Financial Advisors, Llc | $83.3M | $451M | 18.5% | 03/30/2024 |
| West Ridge Advisors, Llc | $50.8M | $189M | 26.9% | 03/29/2024 |
| Podell Financial Group Llc | $29.7M | $141M | 21.1% | 01/24/2024 |
| Vision Capital Partners | $13.6M | $106M | 12.8% | 09/27/2023 |
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.