Guardian Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 26, 2026, reports $2.7B in regulatory assets under management, 50 employees, 13 offices, and 5,387 accounts.
Assets Under Management
$2.7B
Employees
50
Offices
13 offices
Total Clients
2,262
Primary office
RALEIGH, NC
2413 BLUE RIDGE RD, SUITE 201, RALEIGH, NC, United States
Top client segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
1,649
2
HNWI
21.0%
474
3
Pension Plans
4.6%
104
4
Corporations
1.5%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 26, 2026
Discretionary95.0%
$2.6B
95% of total RAUM95.0%
Non-discretionary5.0%
$138M
5% of total RAUM5.0%
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$2.7B
Total Accounts5,387
10Y AUM Change+$2.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee45:1
10Y Employee Change+46 (+1150.0%)
* 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.