Xml Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 27, 2026, reports $3.3B in regulatory assets under management, 54 employees, 25 offices, and 5,987 accounts.
Assets Under Management
$3.3B
Employees
54
Offices
25 offices
Total Clients
2,944
Primary office
BETHESDA, MD
6901 ROCKLEDGE DRIVE, SUITE 730, BETHESDA, MD, United States
Top client segmentIndividuals represent 69.9% of total clients.
Top client categories% of clientsClients
1
Individuals
69.9%
2,057
2
HNWI
28.3%
833
3
Pension Plans
0.7%
22
4
Corporations
0.6%
19
5
Charitable
0.4%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 27, 2026
Discretionary75.4%
$2.5B
75% of total RAUM75.4%
Non-discretionary24.6%
$811M
25% of total RAUM24.6%
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$3.3B
Total Accounts5,987
10Y AUM Change+$2.9B (+665.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees54
Clients per Employee55:1
10Y Employee Change+37 (+217.6%)
* 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.