Founders Financial Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Towson, MD. Its latest Form ADV filing, dated April 20, 2026, reports $4.1B in regulatory assets under management, 139 employees, 68 offices, and 19,082 accounts.
Assets Under Management
$4.1B
Employees
139
Offices
68 offices
Total Clients
9,870
Primary office
TOWSON, MD
1026 CROMWELL BRIDGE ROAD, SUITE 100, TOWSON, MD, United States
Top client segmentIndividuals represent 82.3% of total clients.
Top client categories% of clientsClients
1
Individuals
82.3%
8,124
2
HNWI
14.9%
1,466
3
Pension Plans
2.4%
241
4
Charitable
0.2%
22
5
Corporations
0.2%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of April 20, 2026
Discretionary88.5%
$3.7B
88% of total RAUM88.5%
Non-discretionary11.5%
$477M
12% of total RAUM11.5%
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 Accounts19,082
10Y AUM Change+$3.4B (+447.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees139
Clients per Employee71:1
10Y Employee Change-34 (-19.7%)
* 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.