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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

B.O.S.S. RETIREMENT ADVISORS, LLC

CRD 171143

LEHI, UT

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:289995b0-54ff-d16e-871e-e81528dd58e3

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 71
Dated events: 31
On other graphs: 0
Observed: Dec 19, 2019 to Aug 13, 2026
39 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=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 45
RAUM per advisor: $30.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 87
Advisory employees: 49
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 11,452
Individual clients: 4,827
High net worth clients: 129
Custody, client assets: $602M
SEC number: 801-117974
CRD: 171143
Filings on the tape: 39
First filed: Dec 19, 2019
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 45

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TYSON PAUL THACKER	n/a	LEHI, UT	11	32	n/a	no
RYAN THACKER	n/a	LEHI, UT	11	25	n/a	no
CHARLES A MAYNES	n/a	Soutu Jordan, UT \| LEHI, UT	11	19	n/a	no
EDWARD DENNIS GRIFFIN	n/a	LEHI, UT \| Salt Lake City, UT	10	34	3	no
JOHN RYAN BROUGH	n/a	LEHI, UT \| Bountiful, UT	9	26	2	no
RYAN M LANDVATTER	n/a	LEHI, UT \| Meridian, ID	9	18	n/a	no
David Whitworth	n/a	LEHI, UT	9	13	n/a	no
Curtis Gardiner Packer	n/a	Lehi, UT	9	17	n/a	no
Robert Nelson Brantley	n/a	LEHI, UT	8	17	1	no
Melanie Colleen Tingey	n/a	LEHI, UT	8	11	n/a	no
SKYLER CRAIG FREDRICKSON	Certified Financial Planner	Salt Lake City, UT \| LEHI, UT	7	18	4	no
Adam Michael Lallas	n/a	LEHI, UT	7	12	n/a	no
Zachary Brett Mortensen	n/a	SOUTH JORDON, UT \| LEHI, UT	7	10	n/a	no
BRADY JAKE FULLER	Certified Financial Planner	Ogden, UT \| LEHI, UT	7	15	5	no
Tyler David Huband	n/a	Gilbert, AZ	6	14	n/a	no
Dennis W Larson	n/a	LEHI, UT \| Ogden, UT	5	27	1	no
KARLA GLOVER CHURCH	n/a	LEHI, UT	5	10	n/a	no
WESTON HUBER	n/a	ST. GEORGE, UT	4	10	2	no
Scott M Swanson	n/a	Meridian, ID \| LEHI, UT	4	15	2	no
Austin Reed Thacker	n/a	LEHI, UT	4	19	n/a	no
JULIA KATHRYN STEPPAN	n/a	LEHI, UT \| Kirkland, WA	4	13	2	no
David James Boyd	Certified Financial Planner	LEHI, UT	3	10	1	no
Cameron Travis Rankin	n/a	LEHI, UT	3	10	n/a	no
Landry Leach	n/a	LEHI, UT	2	14	3	no
Shay Nicole Nelson	n/a	LEHI, UT	2	15	n/a	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
DEWSNUP, BRENT, RICHARD	CHIEF OPERATING OFFICER	Na	yes	07/2023	Aug 13, 2026	Aug 13, 2026
Leach, Landry	CHIEF REVENUE OFFICER	Na	yes	09/2023	Aug 13, 2026	Aug 13, 2026
Packer, Curtis, Gardiner	Cco	Na	yes	01/2020	Aug 13, 2026	Aug 13, 2026
THACKER, RYAN	CO-FOUNDER	D	yes	05/2008	Aug 13, 2026	Aug 13, 2026
THACKER, TYSON, PAUL	CO-FOUNDER	D	yes	05/2008	Aug 13, 2026	Aug 13, 2026
Blank, Jonathan	CHIEF MARKETING OFFICER	Na	yes	04/2024	Jun 17, 2024	Nov 20, 2024
MORTON, JEFFREY, RYAN	CHIEF MARKETING OFFICER	Na	no	02/2025	Aug 13, 2026	Aug 13, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B.O.S.S RETIREMENT SOLUTIONS	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SOUTH JORDAN	Ut	United States	6	no
Provo	Ut	United States	5	no
Kirkland	Wa	United States	5	no
Meridian	Id	United States	4	no
Bountiful	Ut	United States	3	no
Ogden	Ut	United States	3	no
SALT LAKE CITY	Ut	United States	3	no
WEST VALLEY CITY	Ut	United States	2	no
Bothell	Wa	United States	1	no

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; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$1.4B	$1.4B	87	49	11	n/a	n/a
2024	Feb 25, 2025	$1.1B	$1.1B	65	41	9	n/a	n/a
2023	Feb 27, 2024	$764M	$764M	61	36	8	n/a	n/a
2022	Feb 1, 2023	$588M	$588M	50	30	8	n/a	n/a
2021	Mar 10, 2022	$434M	$434M	42	22	6	n/a	n/a
2020	Jan 30, 2021	$277M	$277M	30	19	5	n/a	n/a
2019	Feb 19, 2020	$158M	$259,464	20	17	5	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
4	9	-5	20.0%	2	5	0	20	12

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	$1.4B	$1.1B	30.3%	$588M	33.0%	87	65	11	9

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RFG ADVISORY, LLC	4	Sep 8, 2026	Aug 25, 2026	LEHI, UT	Team lift out	RIA to RIA	8.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	2	Oct 4, 2022	Jun 27, 2022	BOTHELL, WA	Team lift out	Ibd to RIA	0.5%

Relationships

Registered with (63)

← RYAN WILLIAMSAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← JOHN PRESTON BROUGHAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← HAYDEN RENNO ADAMSAdvisorregistration: current employment
Mar 18, 2026 to presentfactForm ADV
← Gabriel Christian BaldonadoAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← ANDREW JAMES WILLIAMSAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← MICHAEL RONALD FORTINAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← TYLER REED SNOWAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← Drake PuzeyAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← CHRISTOPHER JOEL DOLANAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← Jonathan AlbrethsenAdvisorregistration: current employment
Feb 7, 2025 to presentfactForm ADV
← Rachael ScottAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← BRENT RICHARD DEWSNUPAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV
← JASON PATRICK WEAVERAdvisorregistration: current employment
Sep 9, 2024 to presentfactForm ADV
← Adam David MortensenAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← Lisa Keleigh GeorgeAdvisorregistration: current employment
Jul 5, 2024 to presentfactForm ADV
← Garrett C WozniakAdvisorregistration: current employment
Jun 18, 2024 to presentfactForm ADV
← John Stephan GehrkeAdvisorregistration: current employment
Apr 8, 2024 to presentfactForm ADV
← NATHAN SCOTT VOUGHTAdvisorregistration: current employment
Mar 13, 2024 to presentfactForm ADV
← KELLY LISA HOLTMANAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← Spencer Leon FelkinsAdvisorregistration: current employment
Jan 17, 2024 to presentfactForm ADV
← Shay Nicole NelsonAdvisorregistration: current employment
Nov 15, 2023 to presentfactForm ADV
← Landry LeachAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← Cameron Travis RankinAdvisorregistration: current employment
Mar 13, 2023 to presentfactForm ADV
← David James BoydAdvisorregistration: current employment
Oct 7, 2022 to presentfactForm ADV
← JULIA KATHRYN STEPPANAdvisorregistration: current employment
Jun 27, 2022 to presentfactForm ADV
← Austin Reed ThackerAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← Scott M SwansonAdvisorregistration: current employment
Feb 3, 2022 to presentfactForm ADV
← WESTON HUBERAdvisorregistration: current employment
Nov 30, 2021 to presentfactForm ADV
← KARLA GLOVER CHURCHAdvisorregistration: current employment
Jun 17, 2021 to presentfactForm ADV
← Dennis W LarsonAdvisorregistration: current employment
Jan 25, 2021 to presentfactForm ADV
and 33 more

Moved with (2)

→ RFG ADVISORY, LLCRegistered adviser4 advisors, team lift out, same day
Sep 8, 2026 to Aug 25, 2026factForm ADV
← AE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 4, 2022 to Jun 27, 2022factForm ADV

Controls (6)

← THACKER, TYSON, PAULOwnerCO-FOUNDER, ownership code D, individual
Dec 19, 2019 to Nov 20, 2024factForm ADV
← DEWSNUP, BRENT, RICHARDOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jun 17, 2024 to Nov 20, 2024factForm ADV
← Leach, LandryOwnerCHIEF REVENUE OFFICER, ownership code NA, individual
Jun 17, 2024 to Nov 20, 2024factForm ADV
← THACKER, RYANOwnerCO-FOUNDER, ownership code D, individual
Dec 19, 2019 to Nov 20, 2024factForm ADV
← Packer, Curtis, GardinerOwnerCCO, ownership code NA, individual
Feb 19, 2020 to Nov 20, 2024factForm ADV
← Blank, JonathanOwnerCHIEF MARKETING OFFICER, ownership code NA, individual
Jun 17, 2024 to Nov 20, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 8, 2026
Team lift-out
4 advisors left B.O.S.S. Retirement Advisors, LLC (Lehi, UT) for Rfg Advisory, LLC on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Sep 8, 2026
Advisor changed firm
Brandon Philip Olson left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-07)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2026
Advisor changed firm
Brian Ward left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-07)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2026
Advisor changed firm
Dylan Mark Wathen left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-20)
Form ADVobserved 3 days ago
Occurred
Sep 8, 2026
Advisor changed firm
Cassidy Ann O'Brien left B.O.S.S. Retirement Advisors, Llc for Rfg Advisory, Llc (registered 2026-08-25)
Form ADVobserved 3 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Jordan Reed Brown left B.O.S.S. Retirement Advisors, Llc for Capita Financial Network, Llc (registered 2026-07-08)
Form ADVobserved 3 days ago
Occurred
Jun 1, 2026
Advisor changed firm
Gavin Bullock left B.O.S.S. Retirement Advisors, Llc for Trajan Wealth, L.L.C. (registered 2026-07-14)
Form ADVobserved 3 days ago
Occurred
Feb 10, 2026
Advisor headcount changed
B.O.S.S. Retirement Advisors, Llc reported 49 state-registered advisory representatives, up from 36 (2025-12-11 to 2026-02-10)
Form ADVobserved 3 days ago
13 IARS
Occurred
Feb 10, 2026
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $1.4B, up 30% from $1.1B (2025-12-11 to 2026-02-10)
Form ADVobserved 3 days ago
$322M
Occurred
Oct 6, 2025
Advisor changed firm
Hanxu Qin left B.O.S.S. Retirement Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-03-09)
Form ADVobserved 3 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Craig Bennett Roth left B.O.S.S. Retirement Advisors, Llc for Foundations Investment Advisors Llc (registered 2025-10-22)
Form ADVobserved 3 days ago
Occurred
Oct 6, 2025
Advisor changed firm
Michael Thomas Zarlengo left B.O.S.S. Retirement Advisors, Llc for Advice And Planning Services (registered 2025-11-11)
Form ADVobserved 3 days ago
Occurred
Sep 16, 2025
Advisor changed firm
Bailey Pope left B.O.S.S. Retirement Advisors, Llc for Sofi Wealth Llc (registered 2025-09-30)
Form ADVobserved 3 days ago
Occurred
May 7, 2025
Advisor changed firm
Steve O'Flynn left B.O.S.S. Retirement Advisors, Llc for Foundations Investment Advisors Llc (registered 2025-08-08)
Form ADVobserved 3 days ago
Occurred
Feb 25, 2025
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $1.1B, up 39% from $764.0M (2024-11-20 to 2025-02-25)
Form ADVobserved 3 days ago
$297M
Occurred
Oct 14, 2024
Advisor changed firm
Alicia Carinalli left B.O.S.S. Retirement Advisors, Llc for Axxcess Wealth Management, Llc (registered 2024-10-10)
Form ADVobserved 3 days ago
Occurred
Jun 17, 2024
Control person joined
Richard Brent Dewsnup (Chief Operating Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jun 17, 2024
Control person joined
Landry Leach (Chief Revenue Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jun 17, 2024
Control person joined
Jonathan Blank (Chief Marketing Officer) appeared on Schedule A of B.O.S.S. Retirement Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Feb 27, 2024
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $764.0M, up 30% from $588.0M (2023-11-14 to 2024-02-27)
Form ADVobserved 3 days ago
$176M
Occurred
Jul 12, 2023
Advisor changed firm
Tobias Shiner left B.O.S.S. Retirement Advisors, Llc for U.S. Bancorp Investments, Inc. (registered 2023-08-21)
Form ADVobserved 3 days ago
Occurred
Jun 28, 2023
Advisor changed firm
Abraham Samaniego Perez left B.O.S.S. Retirement Advisors, Llc for Creativeone Wealth, Llc (registered 2023-06-27)
Form ADVobserved 3 days ago
Occurred
Mar 14, 2023
Advisor changed firm
Joseph Albert Kent left B.O.S.S. Retirement Advisors, Llc for Capita Financial Network, Llc (registered 2023-03-14)
Form ADVobserved 3 days ago
Occurred
Feb 1, 2023
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $588.0M, up 36% from $433.9M (2022-12-09 to 2023-02-01)
Form ADVobserved 3 days ago
$154M
Occurred
Oct 4, 2022
Team lift-out
2 advisors left AE Wealth Management, LLC (Bothell, WA) for B.O.S.S. Retirement Advisors, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Oct 13, 2021
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $407.7M, up 47% from $276.7M (2021-07-21 to 2021-10-13)
Form ADVobserved 3 days ago
$131M
Occurred
Jan 30, 2021
Regulatory AUM changed
B.O.S.S. Retirement Advisors, Llc reported RAUM $276.7M, up 75% from $158.5M (2020-12-04 to 2021-01-30)
Form ADVobserved 3 days ago
$118M
Occurred
Feb 19, 2020
Control person left
A Charles Maynes (Cco) no longer on Schedule A of B.O.S.S. Retirement Advisors, Llc (listed 2020-01-09, absent 2020-02-19)
Form ADVobserved 3 days ago
Occurred
Feb 19, 2020
Control person joined
Gardiner Curtis Packer (Cco) appeared on Schedule A of B.O.S.S. Retirement Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Dec 19, 2019
First Form ADV filing
B.O.S.S. Retirement Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Feb 27, 2024
B.O.S.S. Retirement Advisors, Llc reported 36 state-registered advisory representatives, up from 18 (2023-11-14 to 2024-02-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:289995b0-54ff-d16e-871e-e81528dd58e3
First observed: Dec 19, 2019
Last observed: Aug 13, 2026 36 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.

B.O.S.S. RETIREMENT ADVISORS, LLC

CRD 171143

LEHI, UT

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:289995b0-54ff-d16e-871e-e81528dd58e3

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYSON PAUL THACKER

n/a

LEHI, UT

n/a

RYAN THACKER

n/a

LEHI, UT

n/a

CHARLES A MAYNES

n/a

Soutu Jordan, UT | LEHI, UT

n/a

EDWARD DENNIS GRIFFIN

n/a

LEHI, UT | Salt Lake City, UT

JOHN RYAN BROUGH

n/a

LEHI, UT | Bountiful, UT

RYAN M LANDVATTER

n/a

LEHI, UT | Meridian, ID

n/a

David Whitworth

n/a

LEHI, UT

n/a

Curtis Gardiner Packer

n/a

Lehi, UT

n/a

Robert Nelson Brantley

n/a

LEHI, UT

Melanie Colleen Tingey

n/a

LEHI, UT

n/a

SKYLER CRAIG FREDRICKSON

Certified Financial Planner

Salt Lake City, UT | LEHI, UT

Adam Michael Lallas

n/a

LEHI, UT

n/a

Zachary Brett Mortensen

n/a

SOUTH JORDON, UT | LEHI, UT

n/a

BRADY JAKE FULLER

Certified Financial Planner

Ogden, UT | LEHI, UT

Tyler David Huband

n/a

Gilbert, AZ

n/a

Dennis W Larson

n/a

LEHI, UT | Ogden, UT

KARLA GLOVER CHURCH

n/a

LEHI, UT

n/a

WESTON HUBER

n/a

ST. GEORGE, UT

Scott M Swanson

n/a

Meridian, ID | LEHI, UT

Austin Reed Thacker

n/a

LEHI, UT

n/a

JULIA KATHRYN STEPPAN

n/a

LEHI, UT | Kirkland, WA

David James Boyd

Certified Financial Planner

LEHI, UT

Cameron Travis Rankin

n/a

LEHI, UT

n/a

Landry Leach

n/a

LEHI, UT

Shay Nicole Nelson

n/a

LEHI, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEWSNUP, BRENT, RICHARD

CHIEF OPERATING OFFICER

yes

07/2023

Aug 13, 2026

Leach, Landry

CHIEF REVENUE OFFICER

yes

09/2023

Aug 13, 2026

Packer, Curtis, Gardiner

Cco

yes

01/2020

Aug 13, 2026

THACKER, RYAN

CO-FOUNDER

yes

05/2008

Aug 13, 2026

THACKER, TYSON, PAUL

CO-FOUNDER

yes

05/2008

Aug 13, 2026

Blank, Jonathan

CHIEF MARKETING OFFICER

yes

04/2024

Jun 17, 2024

Nov 20, 2024

MORTON, JEFFREY, RYAN

CHIEF MARKETING OFFICER

02/2025

Aug 13, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

B.O.S.S RETIREMENT SOLUTIONS

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SOUTH JORDAN

United States

Provo

United States

Kirkland

United States

Meridian

United States

Bountiful

United States

Ogden

United States

SALT LAKE CITY

United States

WEST VALLEY CITY

United States

Bothell

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$1.4B

n/a

2024

Feb 25, 2025

$1.1B

n/a

2023

Feb 27, 2024

$764M

n/a

2022

Feb 1, 2023

$588M

n/a

2021

Mar 10, 2022

$434M

n/a

2020

Jan 30, 2021

$277M

n/a

2019

Feb 19, 2020

$158M

$259,464

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.1B

30.3%

$588M

33.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RFG ADVISORY, LLC

Sep 8, 2026

Aug 25, 2026

LEHI, UT

Team lift out

RIA to RIA

8.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

Oct 4, 2022

Jun 27, 2022

BOTHELL, WA

Team lift out

Ibd to RIA

0.5%