Ivy League Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 24, 2026, reports $189M in regulatory assets under management, 4 employees, and 345 accounts.
Assets Under Management
$189M
Employees
4
Offices
--
Total Clients
103
Primary office
ROCKVILLE, MD
11 NORTH WASHINGTON STREET, SUITE 250, ROCKVILLE, MD, United States
Top client segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
64
2
Individuals
36.9%
38
3
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 24, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts345
10Y AUM Change+$77M (+68.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee26:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.