Root Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 14, 2026, reports $2.1B in regulatory assets under management, 65 employees, 1 office, and 4,110 accounts.
Top client segmentHNWI represent 74.9% of total clients.
Top client categories% of clientsClients
1
HNWI
74.9%
643
2
Individuals
24.4%
209
3
Pension Plans
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of April 14, 2026
Discretionary99.7%
$2.1B
100% of total RAUM99.7%
Non-discretionary0.3%
$7M
0% of total RAUM0.3%
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$2.1B
Total Accounts4,110
10Y AUM Change+$2.0B (+1519.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee13:1
10Y Employee Change+62 (+2066.7%)
* 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.