Advisory Investor Services 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 12, 2026, reports $210M in regulatory assets under management, 12 employees, 2 offices, and 231 accounts.
Assets Under Management
$210M
Employees
12
Offices
2 offices
Total Clients
189
Primary office
MIAMI, FL
1200 BRICKELL AVENUE, SUITE 250, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.0% of total clients.
Top client categories% of clientsClients
1
Individuals
46.0%
87
2
PHCS AND PASS THROUGH ENTITIES
30.7%
58
3
HNWI
23.3%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of March 12, 2026
Discretionary73.3%
$154M
73% of total RAUM73.3%
Non-discretionary26.7%
$56M
27% of total RAUM26.7%
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$210M
Total Accounts231
10Y AUM Change+$95M (+82.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee16:1
10Y Employee Change-1 (-7.7%)
* 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.