PALM BEACH GARDENS, FLCRD 12963Latest ADV March 24, 2026
Money Concepts Advisory Service is an SEC registered investment adviser organized as a corporation with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 24, 2026, reports $4.1B in regulatory assets under management, 478 employees, 25 offices, and 17,032 accounts.
Assets Under Management
$4.1B
Employees
478
Offices
25 offices
Total Clients
17,032
Primary office
PALM BEACH GARDENS, FL
11440 JOG ROAD, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 95.7% of total clients.
Top client categories% of clientsClients
1
Individuals
95.7%
16,296
2
HNWI
3.0%
511
3
Pension Plans
0.8%
143
4
Corporations
0.3%
51
5
Charitable
0.2%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 24, 2026
Discretionary60.9%
$2.5B
61% of total RAUM60.9%
Non-discretionary39.1%
$1.6B
39% of total RAUM39.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.1B
Total Accounts17,032
10Y AUM Change+$2.6B (+186.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees478
Clients per Employee36:1
10Y Employee Change-32 (-6.3%)
* 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.