Finaccess Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 26, 2026, reports $4.1B in regulatory assets under management, 13 employees, and 160 accounts.
Assets Under Management
$4.1B
Employees
13
Offices
--
Total Clients
101
Primary office
MIAMI, FL
1111 BRICKELL AVENUE, SUITE 2600, MIAMI, FL, United States
Top client segmentHNWI represent 74.3% of total clients.
Top client categories% of clientsClients
1
HNWI
74.3%
75
2
Pooled Investment Vehicles
11.9%
12
3
Irrevocable Trusts/Estates
9.9%
10
4
Individuals
2.0%
2
5
Corporations
2.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 26, 2026
Discretionary14.4%
$593M
14% of total RAUM14.4%
Non-discretionary85.6%
$3.5B
86% of total RAUM85.6%
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.
Total AUM$4.1B
Total Accounts160
10Y AUM Change$-241M (-5.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee8:1
10Y Employee Change+1 (+8.3%)
* 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.