American Funds Distributors, Inc.
$2.3B reported client assets across 35 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 27 firms that reported American Funds Distributors, 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. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 2 cohort firms, FY2018: 6 cohort firms, FY2019: 7 cohort firms, FY2020: 13 cohort firms, FY2021: 19 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| J.Derek Lewis & Associates, Inc. | $989M | $1.5B | 67.5% | 12/01/2023 |
| Weinand Financial, Inc. | $390M | $443M | 88.0% | 03/26/2024 |
| Bps Wealth Advisors, Inc. | $160M | $455M | 35.1% | 03/25/2024 |
| Crane Advisory Llc | $138M | $645M | 21.4% | 03/20/2024 |
| Brandon Financial Planning, Inc. | $136M | $328M | 41.5% | 03/06/2024 |
| Rpc Private Wealth, Llc | $56.9M | $221M | 25.8% | 03/25/2024 |
| L & W Financial, Llc | $42.6M | $120M | 35.5% | 01/18/2024 |
| O'boyle Wealth Management, Inc. | $38.7M | $312M | 12.4% | 02/13/2024 |
| Reservoir Retirement Management, Llc | $38.3M | $152M | 25.3% | 02/02/2024 |
| Magnate Advisory Services, Llc | $35.9M | $210M | 17.1% | 03/27/2024 |
| Core Wealth Partners Llc | $30.2M | $284M | 10.6% | 03/28/2024 |
| Sackett Wealth Advisors, Inc. | $29.5M | $153M | 19.3% | 03/29/2024 |
| Ekon Advisors, Llc | $25.8M | $204M | 12.7% | 03/19/2024 |
| Financial Plans & Strategies, Inc. | $21.5M | $550M | 3.9% | 03/18/2024 |
| New Horizon Financial Strategies, Llc | $15.5M | $145M | 10.6% | 02/13/2024 |
| Comprehensive Capital Management, Inc. | $15.3M | $48.3M | 31.6% | 03/21/2024 |
| Fmb Retirement Services | $14.7M | $121M | 12.2% | 03/19/2024 |
| Cedar Spring Advisors, Llc | $13.5M | $115M | 11.7% | 01/11/2024 |
| Investment Insight Wealth Management, Llc | $12.1M | $120M | 10.1% | 03/29/2024 |
| Vantage Wealth Management, Llc | $10.5M | $607M | 1.7% | 03/21/2024 |
| Wellspring Advisors, Inc. | $10.1M | $220M | 4.6% | 03/21/2024 |
| Vita Planning Group Llc | $8.4M | $42.8M | 19.6% | 01/25/2024 |
| Collar Capital Management, Llc | $7.8M | $114M | 6.8% | 03/29/2024 |
| J.P. King Advisors, Inc. | $6.5M | $654M | 1.0% | 03/20/2024 |
| Skyoak Capital, Inc. | $4.0M | $179M | 2.2% | 03/22/2024 |
| Barron Financial Group, Llp | $3.9M | $132M | 3.0% | 03/05/2024 |
| Lig Capital Management, Llc | $3.5M | $149M | 2.3% | 03/11/2024 |
| Kerberrose Wealth Management, Llc | $3.2M | $752M | 0.4% | 03/19/2024 |
| Noble Family Wealth, Llc | $968K | $363M | 0.3% | 03/11/2024 |
| Core Alpha, Inc. | $458K | $94.5M | 0.5% | 01/30/2024 |
| Argus Equity Partners, Llc | $325K | $46.5M | 0.7% | 03/07/2024 |
| N | $244K | $124M | 0.2% | 02/14/2024 |
| Tidal Investments Llc | $180K | $11.3B | 0.0% | 03/31/2024 |
| Urban Wealth Management Group Llc | $149K | $189M | 0.1% | 03/14/2024 |
| Strengthening Families & Communities, Llc | $55.3K | $402M | 0.0% | 03/12/2024 |
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.