TORONTO, ONTARIOCRD 324189Latest ADV March 31, 2026
Guardian Partners Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated March 31, 2026, reports $3.3B in regulatory assets under management, 76 employees, 2 offices, and 3,089 accounts.
Assets Under Management
$3.3B
Employees
76
Offices
2 offices
Total Clients
3,051
Primary office
TORONTO, ONTARIO
COMMERCE COURT WEST, 199 BAY STREET, SUITE 2700, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
2,174
2
HNWI
17.1%
522
3
Corporations
10.2%
310
4
Pension Plans
0.7%
22
5
Charitable
0.6%
19
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.3Bas of March 31, 2026
Discretionary100.0%
$3.3B
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$3.3B
Total Accounts3,089
10Y AUM Change+$2.9B (+748.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee40:1
10Y Employee Change+50 (+192.3%)
* 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.