Assuredpartners Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated April 29, 2026, reports $3.9B in regulatory assets under management, 58 employees, 17 offices, and 4,276 accounts.
Assets Under Management
$3.9B
Employees
58
Offices
17 offices
Total Clients
2,159
Primary office
TAMPA, FL
4600 W. CYPRESS STREET, SUITE 405, TAMPA, FL, United States
Top client segmentIndividuals represent 66.6% of total clients.
Top client categories% of clientsClients
1
Individuals
66.6%
1,437
2
HNWI
17.6%
381
3
Pension Plans
15.3%
330
4
Corporations
0.5%
11
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of April 29, 2026
Discretionary100.0%
$3.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.9B
Total Accounts4,276
10Y AUM Change+$3.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees58
Clients per Employee37:1
10Y Employee Change+56 (+2800.0%)
* 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.