Level Four Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $6.5B in regulatory assets under management, 136 employees, 70 offices, and 15,720 accounts.
Assets Under Management
$6.5B
Employees
136
Offices
70 offices
Total Clients
15,720
Primary office
DALLAS, TX
12400 COIT ROAD, SUITE 700, DALLAS, TX, United States
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
9,889
2
HNWI
32.3%
5,075
3
Pension Plans
3.4%
537
4
Corporations
1.0%
152
5
Charitable
0.4%
67
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 30, 2026
Discretionary89.9%
$5.9B
90% of total RAUM89.9%
Non-discretionary10.1%
$660M
10% of total RAUM10.1%
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$6.5B
Total Accounts15,720
10Y AUM Change+$4.3B (+195.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees136
Clients per Employee116:1
10Y Employee Change-2 (-1.4%)
* 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.