Van Der Noord Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greer, SC. Its latest Form ADV filing, dated January 14, 2026, reports $152M in regulatory assets under management, 4 employees, 1 office, and 372 accounts.
Assets Under Management
$152M
Employees
4
Offices
1 office
Total Clients
126
Primary office
GREER, SC
THE VILLAGE AT THORNBLADE, 420 THE PARKWAY, SUITE G2, GREER, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
68
2
HNWI
46.0%
58
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of January 14, 2026
Discretionary97.8%
$149M
98% of total RAUM97.8%
Non-discretionary2.2%
$3M
2% of total RAUM2.2%
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$152M
Total Accounts372
10Y AUM Change+$33M (+27.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* 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.