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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

CRD 126767

BOCA RATON, FL

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:3c8b588c-1621-af69-d6a2-e599c461a8eb

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2012 to Mar 9, 2026
32 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,778
Individual clients: 160
High net worth clients: 438
Custody, client assets: $59.5M
SEC number: 801-69482
CRD: 126767
Filings on the tape: 32
First filed: Mar 9, 2012
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, FL
Website: bssfa.com

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
MICHAEL JASON SILVER	Certified Financial Planner	BOCA RATON, FL	23	27	2	yes
JOSEPH FRANK NOTO	Certified Financial Planner	BOCA RATON, FL	23	37	n/a	yes
JOEL IRA LEVY	Personal Financial Specialist	BOCA RATON, FL	14	37	1	yes
KRISTOPHER DAVID MOODY	n/a	BOCA RATON, FL	14	16	1	yes
CARRIE PRUSA	n/a	BOCA RATON, FL	10	20	n/a	yes
FILIPP V KOURENKOV	n/a	BOCA RATON, FL	9	18	n/a	yes
MICHAEL CURT EDELMAN	Certified Financial Planner	BOCA RATON, FL	7	39	4	yes
Ian Keller	n/a	BOCA RATON, FL	1	11	1	yes

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
PRUSA, CARRIE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2008	Mar 9, 2026	Mar 9, 2026
SILVER, MICHAEL, JASON	MANAGING MEMBER	E	yes	09/2000	Mar 9, 2026	Mar 9, 2026

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	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$1.2B	$1.1B	12	8	0	n/a	n/a
2024	Mar 4, 2025	$1.0B	$930M	11	7	0	n/a	n/a
2023	Feb 12, 2024	$866M	$755M	11	8	0	n/a	n/a
2022	Feb 10, 2023	$733M	$619M	10	7	0	n/a	n/a
2021	Mar 10, 2022	$716M	$563M	9	7	0	n/a	n/a
2020	Mar 8, 2021	$671M	$489M	9	7	0	n/a	n/a
2019	Mar 11, 2020	$571M	$394M	9	7	0	n/a	n/a
2018	Mar 4, 2019	$509M	$332M	9	7	0	n/a	n/a
2017	Mar 13, 2018	$473M	$283M	9	7	0	n/a	n/a
2016	Mar 2, 2017	$331M	$125M	8	6	n/a	n/a	n/a
2015	Mar 3, 2016	$292M	$0	8	6	n/a	n/a	n/a
2014	Feb 4, 2015	$261M	$0	8	6	n/a	n/a	n/a
2013	Jan 31, 2014	$290M	$1.5M	8	6	n/a	n/a	n/a
2012	Feb 12, 2013	$260M	$45.0M	8	4	n/a	n/a	n/a
2011	Mar 21, 2012	$260M	$45.0M	n/a	n/a	n/a	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	0	0	0.0%	0	0	0	1	0

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	$1.2B	$1.0B	18.3%	$733M	17.8%	12	11	0	0

Relationships

Registered with (12)

← Ian KellerAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← MICHAEL CURT EDELMANAdvisorregistration: current employment
Aug 7, 2019 to presentfactForm ADV
← FILIPP V KOURENKOVAdvisorregistration: current employment
Oct 12, 2016 to presentfactForm ADV
← CARRIE PRUSAAdvisorregistration: current employment
Oct 16, 2015 to presentfactForm ADV
← KRISTOPHER DAVID MOODYAdvisorregistration: current employment
Aug 22, 2012 to presentfactForm ADV
← JOEL IRA LEVYAdvisorregistration: current employment
Apr 3, 2012 to presentfactForm ADV
← JOSEPH FRANK NOTOAdvisorregistration: current employment
Jan 29, 2010 to presentfactForm ADV
← MICHAEL JASON SILVERAdvisorregistration: current employment
May 30, 2003 to presentfactForm ADV
← CODY DANIEL KOLETICAdvisorregistration: previous registration
Jul 27, 2017 to May 30, 2019factForm ADV
← RYAN WILLIAM HAWKAdvisorregistration: previous registration
Jan 28, 2010 to Feb 7, 2014factForm ADV
← PETER LANG STEVENSAdvisorregistration: previous registration
Oct 18, 2004 to Apr 22, 2008factForm ADV
← STEVEN DAVID ARTZIAdvisorregistration: previous registration
Jun 3, 2003 to Oct 15, 2004factForm ADV

Controls (2)

← SILVER, MICHAEL, JASONOwnerMANAGING MEMBER, ownership code E, individual
Mar 9, 2012 to Oct 25, 2024factForm ADV
← PRUSA, CARRIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 9, 2012 to Oct 25, 2024factForm ADV

Dated events

Occurred
Mar 13, 2018
Regulatory AUM changed
Baron Silver Stevens Financial Advisors, Llc reported RAUM $473.5M, up 43% from $331.0M (2018-01-03 to 2018-03-13)
Form ADVobserved 4 days ago
$142M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c8b588c-1621-af69-d6a2-e599c461a8eb
First observed: Mar 9, 2012
Last observed: Mar 9, 2026 6 months 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.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

CRD 126767

BOCA RATON, FL

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:3c8b588c-1621-af69-d6a2-e599c461a8eb

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JASON SILVER

Certified Financial Planner

BOCA RATON, FL

yes

JOSEPH FRANK NOTO

Certified Financial Planner

BOCA RATON, FL

n/a

yes

JOEL IRA LEVY

Personal Financial Specialist

BOCA RATON, FL

yes

KRISTOPHER DAVID MOODY

n/a

BOCA RATON, FL

yes

CARRIE PRUSA

n/a

BOCA RATON, FL

n/a

yes

FILIPP V KOURENKOV

n/a

BOCA RATON, FL

n/a

yes

MICHAEL CURT EDELMAN

Certified Financial Planner

BOCA RATON, FL

yes

Ian Keller

n/a

BOCA RATON, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PRUSA, CARRIE

CHIEF COMPLIANCE OFFICER

yes

07/2008

Mar 9, 2026

SILVER, MICHAEL, JASON

MANAGING MEMBER

yes

09/2000

Mar 9, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$1.2B

$1.1B

n/a

2024

Mar 4, 2025

$1.0B

$930M

n/a

2023

Feb 12, 2024

$866M

$755M

n/a

2022

Feb 10, 2023

$733M

$619M

n/a

2021

Mar 10, 2022

$716M

$563M

n/a

2020

Mar 8, 2021

$671M

$489M

n/a

2019

Mar 11, 2020

$571M

$394M

n/a

2018

Mar 4, 2019

$509M

$332M

n/a

2017

Mar 13, 2018

$473M

$283M

n/a

2016

Mar 2, 2017

$331M

$125M

n/a

2015

Mar 3, 2016

$292M

n/a

2014

Feb 4, 2015

$261M

n/a

2013

Jan 31, 2014

$290M

$1.5M

n/a

2012

Feb 12, 2013

$260M

$45.0M

n/a

2011

Mar 21, 2012

$260M

$45.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

18.3%

$733M

17.8%