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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

ADVISORY INVESTOR SERVICES LLC

CRD 173134

MIAMI, 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:636dce00-f125-5e69-6d7f-047efbb61cdc

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 1
Observed: Oct 1, 2014 to Jul 6, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Advisory Investor Services LLC

Affiliate · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.31 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $210MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $154M
Private client RAUM: $64.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 31%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $30.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 231
Individual clients: 87
High net worth clients: 44
SEC number: 801-122774
CRD: 173134
Filings on the tape: 17
First filed: Oct 1, 2014
Latest filed: Jul 6, 2026
Organised: Limited Liability Company, FL
Website: advisoryinvestorservices.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
IRIS TIBISAY LEON-MUJICA	n/a	Valencia \| MIAMI, FL	9	10	n/a	yes
MARIA F TORNE	n/a	MIAMI, FL	5	32	1	yes
LUIS HOMERO VIVAS-SARDI	n/a	MIAMI, FL	4	29	2	yes
VICENTE ALEXANDER FERRERA AZARAK	n/a	Miami, FL \| MIAMI, FL	1	25	5	yes
DANIEL ALEXANDER MARTINEZ	n/a	MIAMI, FL \| Miami, FL	1	15	1	yes
Francisco Javier Vaca	n/a	West Windsor, NJ \| MIAMI, FL	1	27	n/a	yes
Natan David Saban	n/a	MIAMI, FL	1	11	n/a	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
FERRERA AZARAK, VICENTE, ALEXANDER	PRESIDENT AND PRINCIPAL	D	yes	09/2014	Oct 1, 2014	Feb 16, 2024
GARCIA, ANDREINA	MANAGING DIRECTOR	D	yes	09/2014	Oct 1, 2014	Feb 16, 2024
LEON-MUJICA, IRIS, TIBISAY	CHIEF COMPLIANCE OFFICER	Na	yes	04/2020	Oct 28, 2021	Feb 16, 2024
MARTINEZ, DANIEL, ALEXANDER	MEMBER COO	Na	no	12/2017	Oct 28, 2021	Feb 16, 2024

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
MIURA CAPITAL, LLC	n/a	n/a	n/a	N	no	FL

Offices

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

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	3	yes
n/a	n/a	n/a	0	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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$210M	$154M	12	6	2	n/a	n/a
2024	Apr 17, 2025	$181M	$140M	11	5	2	n/a	n/a
2023	Feb 16, 2024	$195M	$180M	15	9	2	n/a	n/a
2022	Mar 3, 2023	$166M	$164M	14	9	1	n/a	n/a
2021	Feb 1, 2022	$203M	$203M	14	9	1	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	2	4

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	$210M	$181M	15.8%	$166M	8.1%	12	11	2	2

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
INSIGNEO ADVISORY SERVICES, LLC	2	Mar 8, 2024	Mar 22, 2024	MIAMI, FL	Team lift out	RIA to RIA	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Nov 3, 2021	Nov 10, 2021	MIAMI, FL	Team lift out	Wirehouse to RIA	0.0%
WELLS FARGO ADVISORS	2	May 21, 2021	Jul 9, 2021	MIAMI, FL	Team lift out	Other	0.0%

Relationships

Registered with (12)

← Natan David SabanAdvisorregistration: current employment
Apr 24, 2025 to presentfactForm ADV
← Francisco Javier VacaAdvisorregistration: current employment
Feb 16, 2025 to presentfactForm ADV
← DANIEL ALEXANDER MARTINEZAdvisorregistration: current employment
Feb 14, 2025 to presentfactForm ADV
← VICENTE ALEXANDER FERRERA AZARAKAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← LUIS HOMERO VIVAS-SARDIAdvisorregistration: current employment
Oct 27, 2021 to presentfactForm ADV
← MARIA F TORNEAdvisorregistration: current employment
Jul 9, 2021 to presentfactForm ADV
← IRIS TIBISAY LEON-MUJICAAdvisorregistration: current employment
Jan 26, 2017 to presentfactForm ADV
← VICTOR JAMES HEBDITCHAdvisorregistration: previous registration
Nov 10, 2021 to Apr 3, 2024factForm ADV
← Edward Scott HebditchAdvisorregistration: previous registration
Jun 8, 2021 to Apr 1, 2024factForm ADV
← HEYNEER IVAN MORAAdvisorregistration: previous registration
Jul 9, 2021 to Mar 15, 2024factForm ADV
← ANDREA MARGARET HEBDITCHAdvisorregistration: previous registration
May 13, 2021 to Mar 8, 2024factForm ADV
← Homero Jose DiazAdvisorregistration: previous registration
Mar 10, 2020 to Apr 17, 2020factForm ADV

Controls (3)

← FERRERA AZARAK, VICENTE, ALEXANDEROwnerPRESIDENT AND PRINCIPAL, ownership code D, individual
Oct 1, 2014 to Feb 16, 2024factForm ADV
← LEON-MUJICA, IRIS, TIBISAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 28, 2021 to Feb 16, 2024factForm ADV
← GARCIA, ANDREINAOwnerMANAGING DIRECTOR, ownership code D, individual
Oct 1, 2014 to Feb 16, 2024factForm ADV

Owns (1)

← MARTINEZ, DANIEL, ALEXANDEROwnerMEMBER COO, ownership code NA, individual
Oct 28, 2021 to Feb 16, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out
Nov 3, 2021 to Nov 10, 2021factForm ADV

Dated events

Occurred
Apr 3, 2024
Advisor changed firm
Victor James Hebditch left Advisory Investor Services Llc for Insigneo Advisory Services, Llc (registered 2024-04-11)
Form ADVobserved 6 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Edward Scott Hebditch left Advisory Investor Services Llc for Fsam Llc (registered 2025-01-23)
Form ADVobserved 6 days ago
Occurred
Mar 15, 2024
Advisor changed firm
Heyneer Ivan Mora left Advisory Investor Services Llc for Insigneo Advisory Services, Llc (registered 2024-03-18)
Form ADVobserved 6 days ago
Occurred
Mar 8, 2024
Team lift-out
2 advisors left Advisory Investor Services LLC (Miami, FL) for Insigneo Advisory Services, LLC within 7 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 8, 2024
Advisor changed firm
Andrea Margaret Hebditch left Advisory Investor Services Llc for Insigneo Advisory Services, Llc (registered 2024-03-22)
Form ADVobserved 6 days ago
Occurred
Oct 28, 2021
Control person joined
Tibisay Iris Leon-Mujica (Chief Compliance Officer) appeared on Schedule A of Advisory Investor Services Llc
Form ADVobserved 6 days ago
Occurred
Oct 1, 2014
First Form ADV filing
Advisory Investor Services Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:636dce00-f125-5e69-6d7f-047efbb61cdc
First observed: Oct 1, 2014
Last observed: Jul 6, 2026 2 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.

ADVISORY INVESTOR SERVICES LLC

CRD 173134

MIAMI, 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:636dce00-f125-5e69-6d7f-047efbb61cdc

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

IRIS TIBISAY LEON-MUJICA

n/a

Valencia | MIAMI, FL

n/a

yes

MARIA F TORNE

n/a

MIAMI, FL

yes

LUIS HOMERO VIVAS-SARDI

n/a

MIAMI, FL

yes

VICENTE ALEXANDER FERRERA AZARAK

n/a

Miami, FL | MIAMI, FL

yes

DANIEL ALEXANDER MARTINEZ

n/a

MIAMI, FL | Miami, FL

yes

Francisco Javier Vaca

n/a

West Windsor, NJ | MIAMI, FL

n/a

yes

Natan David Saban

n/a

MIAMI, FL

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FERRERA AZARAK, VICENTE, ALEXANDER

PRESIDENT AND PRINCIPAL

yes

09/2014

Oct 1, 2014

Feb 16, 2024

GARCIA, ANDREINA

MANAGING DIRECTOR

yes

09/2014

Oct 1, 2014

Feb 16, 2024

LEON-MUJICA, IRIS, TIBISAY

CHIEF COMPLIANCE OFFICER

yes

04/2020

Oct 28, 2021

Feb 16, 2024

MARTINEZ, DANIEL, ALEXANDER

MEMBER COO

12/2017

Oct 28, 2021

Feb 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MIURA CAPITAL, LLC

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$210M

$154M

n/a

2024

Apr 17, 2025

$181M

$140M

n/a

2023

Feb 16, 2024

$195M

$180M

n/a

2022

Mar 3, 2023

$166M

$164M

n/a

2021

Feb 1, 2022

$203M

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

$210M

$181M

15.8%

$166M

8.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INSIGNEO ADVISORY SERVICES, LLC

Mar 8, 2024

Mar 22, 2024

MIAMI, FL

Team lift out

RIA to RIA

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Nov 3, 2021

Nov 10, 2021

MIAMI, FL

Team lift out

Wirehouse to RIA

0.0%

WELLS FARGO ADVISORS

May 21, 2021

Jul 9, 2021

MIAMI, FL

Team lift out

Other

0.0%