DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PIERSON WEALTH MANAGEMENT

RFP FINANCIAL GROUP, LLC, CRD 293206

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00a0f128-9b45-fd5a-6cab-c649903a8823

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Feb 20, 2018 to Aug 28, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $192MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $192M
Private client RAUM: $165MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $64.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 644
Individual clients: 178
High net worth clients: 77
Custody, client assets: $4.4M
SEC number: 801-112676
CRD: 293206
Filings on the tape: 19
First filed: Feb 20, 2018
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT FRANKLIN PIERSON	Certified Financial Planner	ATLANTA, GA	8	42	4	no
William Jacob Ginsburg	n/a	ATLANTA, GA	0	11	n/a	no
BRIAN ALEXANDER CARTER	n/a	ATLANTA, GA	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PIERSON, ROBERT, FRANKLIN	MANAGING MEMBER AND CCO	E	yes	02/2017	Feb 20, 2018	Sep 6, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$192M	$192M	3	2	n/a	n/a
2024	Apr 16, 2025	$362M	$356M	5	3	n/a	n/a
2023	Mar 26, 2024	$306M	$283M	4	3	n/a	n/a
2022	Mar 30, 2023	$279M	$259M	3	3	n/a	n/a
2021	Mar 25, 2022	$263M	$245M	2	2	n/a	n/a
2020	Mar 31, 2021	$177M	$159M	2	1	n/a	n/a
2019	Mar 10, 2020	$165M	$150M	3	1	n/a	n/a
2018	Mar 28, 2019	$148M	$135M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	66.7%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$192M	$362M	-47.0%	$279M	-11.7%	4	5	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES & ASSOCIATES, INC.	2	Mar 27, 2018	Apr 16, 2018	ATLANTA, GA	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (5)

← BRIAN ALEXANDER CARTERAdvisorregistration: previous registration
Mar 29, 2018 to Jan 2, 2020factForm ADV
← William Jacob GinsburgAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← ROBERT FRANKLIN PIERSONAdvisorregistration: current employment
Apr 16, 2018 to presentfactForm ADV
← Matthew Burt SnellingsAdvisorregistration: previous registration
Feb 16, 2023 to Jan 5, 2026factForm ADV
← CHARLES THOMAS ANGLINAdvisorregistration: previous registration
May 13, 2021 to Oct 30, 2025factForm ADV

Controls (1)

← PIERSON, ROBERT, FRANKLINOwnerMANAGING MEMBER AND CCO, ownership code E, individual
Feb 20, 2018 to Sep 6, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES & ASSOCIATES, INC.Registered adviser2 advisors, team lift out
Mar 27, 2018 to Apr 16, 2018factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Pierson Wealth Management reported RAUM $192.0M, down 47% from $361.9M (2025-04-16 to 2026-03-26)
Form ADVobserved 6 days ago
$-170M
Occurred
Jan 5, 2026
Advisor changed firm
Matthew Burt Snellings left Pierson Wealth Management for Advisory Services Network (registered 2025-12-15)
Form ADVobserved 6 days ago
Occurred
Oct 30, 2025
Advisor changed firm
Charles Thomas Anglin left Pierson Wealth Management for Advisory Services Network (registered 2025-10-07)
Form ADVobserved 6 days ago
Occurred
Feb 20, 2018
First Form ADV filing
Pierson Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00a0f128-9b45-fd5a-6cab-c649903a8823
First observed: Feb 20, 2018
Last observed: Aug 28, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PIERSON WEALTH MANAGEMENT

RFP FINANCIAL GROUP, LLC, CRD 293206

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00a0f128-9b45-fd5a-6cab-c649903a8823

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT FRANKLIN PIERSON

Certified Financial Planner

ATLANTA, GA

William Jacob Ginsburg

n/a

ATLANTA, GA

n/a

BRIAN ALEXANDER CARTER

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PIERSON, ROBERT, FRANKLIN

MANAGING MEMBER AND CCO

yes

02/2017

Feb 20, 2018

Sep 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$192M

n/a

2024

Apr 16, 2025

$362M

$356M

n/a

2023

Mar 26, 2024

$306M

$283M

n/a

2022

Mar 30, 2023

$279M

$259M

n/a

2021

Mar 25, 2022

$263M

$245M

n/a

2020

Mar 31, 2021

$177M

$159M

n/a

2019

Mar 10, 2020

$165M

$150M

n/a

2018

Mar 28, 2019

$148M

$135M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

66.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$192M

$362M

-47.0%

$279M

-11.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES & ASSOCIATES, INC.

Mar 27, 2018

Apr 16, 2018

ATLANTA, GA

Team lift out

Ibd to new firm

0.1%