WINTER PARK, FLCRD 311990Latest ADV March 30, 2026
Advus Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 30, 2026, reports $4.0B in regulatory assets under management, 16 employees, 1 office, and 1,329 accounts.
Assets Under Management
$4.0B
Employees
16
Offices
1 office
Total Clients
528
Primary office
WINTER PARK, FL
631 W. MORSE BLVD., SUITE 115, WINTER PARK, FL, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
299
2
HNWI
26.5%
140
3
Pension Plans
15.5%
82
4
Charitable
1.3%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.0Bas of March 30, 2026
Discretionary96.5%
$3.8B
96% of total RAUM96.5%
Non-discretionary3.5%
$140M
4% of total RAUM3.5%
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$4.0B
Total Accounts1,329
10Y AUM Change+$4.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee33:1
10Y Employee Change+4 (+33.3%)
* 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.