DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ROYAL FUND MANAGEMENT, LLC

CRD 144434

LADY LAKE, 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:5e5bcb06-0206-7570-e02d-636d9c6ad81f

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 134
Dated events: 22
On other graphs: 0
Observed: Apr 1, 2013 to Aug 21, 2026
317 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=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 83
RAUM per advisor: $18.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 93
Advisory employees: 83
Offices: 94Schedule D 1.F, beyond the principal office
Accounts: 11,041
Individual clients: 4,565
High net worth clients: 375
SEC number: 801-77918
CRD: 144434
Filings on the tape: 317
First filed: Apr 1, 2013
Latest filed: Aug 21, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 83

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ROYAL SORENSEN	n/a	LADY LAKE, FL \| Oneida, TN	19	44	1	no
DAVID A. LATCH	Certified Financial Planner	LADY LAKE, FL \| Frederick, MD	13	15	1	no
RICHARD GORDON EASTERBROOK	Certified Financial Planner	LADY LAKE, FL \| Eustis, FL	13	33	1	no
CRAIG RICHARD CASSIDY	n/a	LADY LAKE, FL \| PALM DESERT, CA	13	29	6	no
JOHN WILLIAM STEPHENS	n/a	LADY LAKE, FL \| ALLEN, TX	13	26	2	no
KEITH BRADLEY HAWK	n/a	Easton, PA \| LADY LAKE, FL	13	28	3	no
VICKI LYNN MONACO	n/a	Des Moines, IA \| LADY LAKE, FL \| Windsor Heights, IA	13	20	1	no
JOSEPH HUNTER VON UNSCHULD	n/a	Oro Valley, AZ \| Albuquerque, NM \| LADY LAKE, FL	13	20	n/a	no
LUTHER HARRISON WRENN	n/a	LADY LAKE, FL \| LAKELAND, FL	13	26	1	no
JO-ANN EMERICK HOLST	Certified Financial Planner	Lakewood, CO \| LADY LAKE, FL	13	22	1	no
HARLAN HAROLD HOGREFE	n/a	LADY LAKE, FL \| ONALASKA, WI	13	26	1	no
ROBERT JAMES NORRIS	n/a	LADY LAKE, FL \| Pryor, OK	13	27	1	no
DANIEL WILLIAM JOHNSON	n/a	ST. PETERSBURG, FL \| LADY LAKE, FL	13	20	1	no
MICHAEL JOHN CONWAY	n/a	LADY LAKE, FL \| Vero Beach, FL	13	32	1	no
JAMES LAURENCE CLIFFORD	n/a	Jupiter, FL \| BREWER, ME \| LADY LAKE, FL	13	40	4	no
SCOTT EDWARD HEATHER	n/a	Canton, OH \| LADY LAKE, FL	13	24	1	no
KEVIN ROBERT WINGERT	n/a	LADY LAKE, FL \| Urbandale, IA	13	28	1	no
ROBERT JOSEPH DAVIS	n/a	LADY LAKE, FL \| APOLLO BEACH, FL	13	26	6	no
JOHN STEPHENS THOMA	n/a	LADY LAKE, FL \| Richmond, VA	13	37	5	no
KIMBALL THOMAS KISTLER	n/a	LADY LAKE, FL \| NEWTON FALLS, OH	13	33	2	no
SIDNEY REESE SMITH	n/a	LADY LAKE, FL \| Fishersville, VA	12	26	3	no
JOHN LAWRENCE MILLS	n/a	Atlanta, GA \| LADY LAKE, FL	12	41	2	no
LILIANA DELARA	n/a	Orlando, FL \| Coral Gables, FL \| Miami, FL	12	31	1	no
JOHN ROBERT LINK	Chartered Financial Consultant	Overland Park, KS \| LADY LAKE, FL	12	33	n/a	no
MILLARD SCOTT NORRIS	n/a	LADY LAKE, FL \| Overland Park, KS \| LaVale, MD	12	26	3	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
SORENSEN, MARK, ROYAL	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER	E	yes	06/2007	Aug 21, 2026	Aug 21, 2026
Maufroy, Stephanie	CHIEF COMPLIANCE OFFICER	Na	no	06/2020	Aug 21, 2026	Aug 21, 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
SORENSEN TAX ADVISORY GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 60

City	State	Country	Employees	Also broker-dealer
OVERLAND PARK	Ks	United States	3	no
Centennial	Co	United States	2	no
Clinton	Ok	United States	2	no
Maumelle	Ar	United States	1	no
ORO VALLEY	Az	United States	1	no
Burbank	CA	United States	1	no
FOUNTAIN VALLEY	CA	United States	1	no
LAKE FOREST	CA	United States	1	no
PALM DESERT	CA	United States	1	no
FORT COLLINS	Co	United States	1	no
Lakewood	Co	United States	1	no
ROCKY HILL	Ct	United States	1	no
CORAL GABLES	FL	United States	1	no
Jacksonville	FL	United States	1	no
Jupiter	FL	United States	1	no
Jupiter	FL	United States	1	no
Lakeland	FL	United States	1	no
Miami	FL	United States	1	no
Orlando	FL	United States	1	no
PALM BEACH GARDENS	FL	United States	1	no
ST. PETERSBURG	FL	United States	1	no
SUN CITY CENTER	FL	United States	1	no
Tampa	FL	United States	1	no
VERO BEACH	FL	United States	1	no
Atlanta	Ga	United States	1	no
Ankeny	Ia	United States	1	no
Cherokee	Ia	United States	1	no
Clive	Ia	United States	1	no
DES MOINES	Ia	United States	1	no
Stuart	Ia	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 13 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$1.6B	$1.5B	93	83	95	n/a	n/a
2024	Mar 24, 2025	$1.3B	$1.2B	93	83	89	n/a	n/a
2023	Mar 26, 2024	$1.4B	$1.2B	93	83	82	n/a	n/a
2022	Mar 17, 2023	$1.1B	$969M	90	85	83	n/a	n/a
2021	Mar 9, 2022	$1.1B	$1.0B	90	83	79	n/a	n/a
2020	Mar 29, 2021	$855M	$786M	92	83	91	n/a	n/a
2019	Mar 27, 2020	$637M	$593M	106	97	102	n/a	n/a
2018	Mar 13, 2019	$510M	$474M	112	105	114	n/a	n/a
2017	Mar 14, 2018	$446M	$426M	113	108	110	n/a	n/a
2016	Mar 21, 2017	$324M	$310M	107	102	n/a	n/a	n/a
2015	Mar 14, 2016	$214M	$203M	95	91	n/a	n/a	n/a
2014	Mar 5, 2015	$165M	$159M	66	63	n/a	n/a	n/a
2013	Mar 27, 2014	$112M	$112M	54	51	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
2	4	-2	4.8%	0	0	0	8	9

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	$1.6B	$1.3B	19.2%	$1.1B	12.8%	93	93	94	89

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
Farther	2	Apr 2, 2026	Apr 2, 2026	LADY LAKE, FL	Team lift out	RIA to RIA	2.4%
BLACKSTON FINANCIAL ADVISORY GROUP, LLC	3	Dec 31, 2018	Aug 13, 2018	THE VILLAGES, FL	Team lift out	RIA to RIA	4.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ADVISORS NATIONAL, LLC	2	Dec 5, 2018	Dec 5, 2018	DELRAY BEACH, FL	Team lift out	RIA to RIA	4.7%

Relationships

showing 80 of 134

Registered with (80)

← Ellen Marie DalyAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← Jamie LamsonAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← Neal Gordon HuffmanAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← ROBIN MICHAEL SLAUGHTERAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← ALAN EDWARD KUZMAAdvisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV
← Jake Everett StephensAdvisorregistration: current employment
Jul 7, 2025 to presentfactForm ADV
← TERRY LEE TYLERAdvisorregistration: current employment
Jun 12, 2025 to presentfactForm ADV
← SHELLI JO RICHARDSONAdvisorregistration: current employment
May 8, 2025 to presentfactForm ADV
← Charles TrianaAdvisorregistration: current employment
Jan 22, 2025 to presentfactForm ADV
← BRADY TYLER NELSONAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Camden Andrew SprouseAdvisorregistration: current employment
Aug 26, 2024 to presentfactForm ADV
← SEAN KIMBALL CLARKAdvisorregistration: current employment
May 2, 2024 to presentfactForm ADV
← Andres Rene RodriguezAdvisorregistration: current employment
Mar 20, 2024 to presentfactForm ADV
← Virginia SchlosserAdvisorregistration: current employment
Sep 14, 2023 to presentfactForm ADV
← BARTH HOWARD FRANKENBERRYAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← NICKLOS KARL NASEMANAdvisorregistration: current employment
Feb 16, 2023 to presentfactForm ADV
← JUDITH MARY CARLSONAdvisorregistration: current employment
Jan 26, 2022 to presentfactForm ADV
← Hunter Henry Von UnschuldAdvisorregistration: current employment
Oct 13, 2021 to presentfactForm ADV
← JONATHAN LOUIS JUNGAdvisorregistration: current employment
Sep 13, 2021 to presentfactForm ADV
← HARRY EARL COUSSOUAdvisorregistration: current employment
Jun 10, 2021 to presentfactForm ADV
← Briley Dalton BacaAdvisorregistration: current employment
Sep 29, 2020 to presentfactForm ADV
← DAVID LOUIS MARTINAdvisorregistration: current employment
Sep 23, 2020 to presentfactForm ADV
← JOHN WIRTH LAWRENCEAdvisorregistration: current employment
Aug 31, 2020 to presentfactForm ADV
← CLAUDE THOMAS CORBETTAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV
← PATRICIA ANN FREDERIKSENAdvisorregistration: current employment
Jun 28, 2019 to presentfactForm ADV
← LINCOLN EARL MCRAEAdvisorregistration: current employment
Apr 10, 2019 to presentfactForm ADV
← Gabriel James FransenAdvisorregistration: current employment
Mar 6, 2019 to presentfactForm ADV
← KEVIN JOHN SCHNEIDERAdvisorregistration: current employment
Dec 5, 2018 to presentfactForm ADV
← BRYAN KEITH DALYAdvisorregistration: current employment
Dec 4, 2018 to presentfactForm ADV
← BERNARD ALOYSIUS NIENBERGAdvisorregistration: current employment
Dec 3, 2018 to presentfactForm ADV
and 50 more

Dated events

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

Occurred
Apr 2, 2026
Team lift-out
2 advisors left Royal Fund Management, LLC (Lady Lake, FL) for Farther on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 2, 2026
Advisor changed firm
Nathanial Allen Chapel left Royal Fund Management, Llc for Farther (registered 2026-04-02)
Form ADVobserved 5 days ago
Occurred
Apr 2, 2026
Advisor changed firm
Scott M. Svoboda left Royal Fund Management, Llc for Farther (registered 2026-04-02)
Form ADVobserved 5 days ago
Occurred
Mar 4, 2026
Advisor changed firm
Craig Peter Sullivan left Royal Fund Management, Llc for Allgen Financial Advisors, Inc. (registered 2026-03-12)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2026
Advisor changed firm
Jorge Enrique Arias left Royal Fund Management, Llc for Impact Partnership Wealth, Llc (registered 2026-07-15)
Form ADVobserved 5 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Neal Gordon Huffman left Royal Fund Management, Llc for Gradient Advisors, Llc (registered 2024-09-04)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2024
Advisor changed firm
Wallace Michael Darling left Royal Fund Management, Llc for Hansen & Associates Financial Group Inc. (registered 2024-05-17)
Form ADVobserved 5 days ago
Occurred
Apr 22, 2024
Advisor changed firm
John Matthew Snyder left Royal Fund Management, Llc for Mercer Global Advisors Inc. (registered 2024-05-08)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Royal Fund Management, Llc reported RAUM $1.4B, up 26% from $1.1B (2024-01-29 to 2024-03-26)
Form ADVobserved 5 days ago
$278M
Occurred
Jan 29, 2024
Advisor changed firm
Philip Thomas Purpura left Royal Fund Management, Llc for Brookstone Wealth Advisors, Llc (registered 2024-01-30)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2023
Advisor changed firm
Timothy J Baker left Royal Fund Management, Llc for Cornerstone Asset Management Services, Inc. (registered 2025-03-06)
Form ADVobserved 5 days ago
Occurred
May 26, 2023
Advisor changed firm
Kimberly Prince Loney left Royal Fund Management, Llc for Portfolio Medics, Llc (registered 2023-06-04)
Form ADVobserved 5 days ago
Occurred
Jul 11, 2022
Advisor changed firm
Robert Manuel Lozano left Royal Fund Management, Llc for American Elite Advisory (registered 2024-03-28)
Form ADVobserved 5 days ago
Occurred
May 24, 2022
Advisor changed firm
Woodrow D Bowling left Royal Fund Management, Llc for Brookstone Wealth Advisors, Llc (registered 2022-05-20)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2022
Regulatory AUM changed
Royal Fund Management, Llc reported RAUM $1.1B, up 30% from $855.0M (2022-02-11 to 2022-03-09)
Form ADVobserved 5 days ago
$254M
Occurred
Mar 29, 2021
Regulatory AUM changed
Royal Fund Management, Llc reported RAUM $855.0M, up 34% from $636.8M (2021-01-20 to 2021-03-29)
Form ADVobserved 5 days ago
$218M
Occurred
Mar 14, 2018
Regulatory AUM changed
Royal Fund Management, Llc reported RAUM $445.7M, up 38% from $324.0M (2018-03-08 to 2018-03-14)
Form ADVobserved 5 days ago
$122M
Occurred
Apr 1, 2013
First Form ADV filing
Royal Fund Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 4 bookkeeping events

Occurred
Mar 19, 2026
Royal Fund Management, Llc reported 95 offices beyond its principal office, up from 87 (2026-02-10 to 2026-03-19)
Occurred
Mar 24, 2025
Royal Fund Management, Llc reported 89 offices beyond its principal office, up from 81 (2025-01-06 to 2025-03-24)
Occurred
Mar 9, 2022
Royal Fund Management, Llc reported 79 offices beyond its principal office, down from 90 (2022-02-11 to 2022-03-09)
Occurred
Nov 21, 2018
Royal Fund Management, Llc reported 108 offices beyond its principal office, down from 113 (2018-11-06 to 2018-11-21)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e5bcb06-0206-7570-e02d-636d9c6ad81f
First observed: Apr 1, 2013
Last observed: Aug 21, 2026 30 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.

ROYAL FUND MANAGEMENT, LLC

CRD 144434

LADY LAKE, 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:5e5bcb06-0206-7570-e02d-636d9c6ad81f

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ROYAL SORENSEN

n/a

LADY LAKE, FL | Oneida, TN

DAVID A. LATCH

Certified Financial Planner

LADY LAKE, FL | Frederick, MD

RICHARD GORDON EASTERBROOK

Certified Financial Planner

LADY LAKE, FL | Eustis, FL

CRAIG RICHARD CASSIDY

n/a

LADY LAKE, FL | PALM DESERT, CA

JOHN WILLIAM STEPHENS

n/a

LADY LAKE, FL | ALLEN, TX

KEITH BRADLEY HAWK

n/a

Easton, PA | LADY LAKE, FL

VICKI LYNN MONACO

n/a

Des Moines, IA | LADY LAKE, FL | Windsor Heights, IA

JOSEPH HUNTER VON UNSCHULD

n/a

Oro Valley, AZ | Albuquerque, NM | LADY LAKE, FL

n/a

LUTHER HARRISON WRENN

n/a

LADY LAKE, FL | LAKELAND, FL

JO-ANN EMERICK HOLST

Certified Financial Planner

Lakewood, CO | LADY LAKE, FL

HARLAN HAROLD HOGREFE

n/a

LADY LAKE, FL | ONALASKA, WI

ROBERT JAMES NORRIS

n/a

LADY LAKE, FL | Pryor, OK

DANIEL WILLIAM JOHNSON

n/a

ST. PETERSBURG, FL | LADY LAKE, FL

MICHAEL JOHN CONWAY

n/a

LADY LAKE, FL | Vero Beach, FL

JAMES LAURENCE CLIFFORD

n/a

Jupiter, FL | BREWER, ME | LADY LAKE, FL

SCOTT EDWARD HEATHER

n/a

Canton, OH | LADY LAKE, FL

KEVIN ROBERT WINGERT

n/a

LADY LAKE, FL | Urbandale, IA

ROBERT JOSEPH DAVIS

n/a

LADY LAKE, FL | APOLLO BEACH, FL

JOHN STEPHENS THOMA

n/a

LADY LAKE, FL | Richmond, VA

KIMBALL THOMAS KISTLER

n/a

LADY LAKE, FL | NEWTON FALLS, OH

SIDNEY REESE SMITH

n/a

LADY LAKE, FL | Fishersville, VA

JOHN LAWRENCE MILLS

n/a

Atlanta, GA | LADY LAKE, FL

LILIANA DELARA

n/a

Orlando, FL | Coral Gables, FL | Miami, FL

JOHN ROBERT LINK

Chartered Financial Consultant

Overland Park, KS | LADY LAKE, FL

n/a

MILLARD SCOTT NORRIS

n/a

LADY LAKE, FL | Overland Park, KS | LaVale, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SORENSEN, MARK, ROYAL

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER

yes

06/2007

Aug 21, 2026

Maufroy, Stephanie

CHIEF COMPLIANCE OFFICER

06/2020

Aug 21, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SORENSEN TAX ADVISORY GROUP, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

OVERLAND PARK

United States

Centennial

United States

Clinton

United States

Maumelle

United States

ORO VALLEY

United States

Burbank

United States

FOUNTAIN VALLEY

United States

LAKE FOREST

United States

PALM DESERT

United States

FORT COLLINS

United States

Lakewood

United States

ROCKY HILL

United States

CORAL GABLES

United States

Jacksonville

United States

Jupiter

United States

Jupiter

United States

Lakeland

United States

Miami

United States

Orlando

United States

PALM BEACH GARDENS

United States

ST. PETERSBURG

United States

SUN CITY CENTER

United States

Tampa

United States

VERO BEACH

United States

Atlanta

United States

Ankeny

United States

Cherokee

United States

Clive

United States

DES MOINES

United States

Stuart

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.6B

$1.5B

n/a

2024

Mar 24, 2025

$1.3B

$1.2B

n/a

2023

Mar 26, 2024

$1.4B

$1.2B

n/a

2022

Mar 17, 2023

$1.1B

$969M

n/a

2021

Mar 9, 2022

$1.1B

$1.0B

n/a

2020

Mar 29, 2021

$855M

$786M

n/a

2019

Mar 27, 2020

$637M

$593M

106

102

n/a

2018

Mar 13, 2019

$510M

$474M

112

105

114

n/a

2017

Mar 14, 2018

$446M

$426M

113

108

110

n/a

2016

Mar 21, 2017

$324M

$310M

107

102

n/a

2015

Mar 14, 2016

$214M

$203M

n/a

2014

Mar 5, 2015

$165M

$159M

n/a

2013

Mar 27, 2014

$112M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

4.8%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

19.2%

$1.1B

12.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Farther

Apr 2, 2026

LADY LAKE, FL

Team lift out

RIA to RIA

2.4%

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Dec 31, 2018

Aug 13, 2018

THE VILLAGES, FL

Team lift out

RIA to RIA

4.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ADVISORS NATIONAL, LLC

Dec 5, 2018

DELRAY BEACH, FL

Team lift out

RIA to RIA

4.7%