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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

EDGE FINANCIAL ADVISORS, LLC

CRD 136426

WHEATON, IL

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:81dbc402-a9e4-72bd-fabf-a3a341c877f0

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 17
On other graphs: 0
Observed: Mar 27, 2012 to Mar 9, 2026
43 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $512MItem 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: $510M
Private client RAUM: $477MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,155
Individual clients: 186
High net worth clients: 133
Custody, client assets: $11.7M
SEC number: 801-64547
CRD: 136426
Filings on the tape: 43
First filed: Mar 27, 2012
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, IL

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
MEEK, EDWARD, JAMES	CEO /MEMBER	E	yes	08/2005	Mar 27, 2012	Nov 18, 2024
SCHLETZ, JEREMY, ROBERT	CHIEF COMPLIANCE OFFICER	Na	yes	06/2023	Jun 7, 2023	Nov 18, 2024
ALEXANDER, JAMES, L	INVESTMENT ADVISORY REPRESENTATIVE	A	no	01/2022	Mar 17, 2022	Nov 18, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
ST. CLOUD	Mn	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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$512M	$510M	10	8	0	n/a	n/a
2024	Apr 22, 2025	$379M	$374M	7	7	0	n/a	n/a
2023	Feb 28, 2024	$362M	$360M	6	6	1	n/a	n/a
2022	Mar 9, 2023	$301M	$294M	7	5	0	n/a	n/a
2021	Mar 17, 2022	$349M	$340M	6	5	0	n/a	n/a
2020	Mar 29, 2021	$272M	$269M	7	5	0	n/a	n/a
2019	Mar 26, 2020	$230M	$228M	7	6	0	n/a	n/a
2018	Apr 30, 2019	$177M	$171M	5	4	0	n/a	n/a
2017	Mar 1, 2018	$162M	$162M	4	3	0	n/a	n/a
2016	Mar 17, 2017	$151M	$132M	5	3	n/a	n/a	n/a
2015	Mar 21, 2016	$160M	$130M	5	3	n/a	n/a	n/a
2014	Mar 24, 2015	$239M	$186M	5	3	n/a	n/a	n/a
2013	Mar 26, 2014	$217M	$185M	5	3	n/a	n/a	n/a
2012	Mar 18, 2013	$210M	$162M	6	4	n/a	n/a	n/a
2011	Mar 27, 2012	$194M	$141M	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
1	8	-7	n/a	0	0	0	4	11

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	$512M	$379M	35.1%	$301M	19.3%	10	7	0	0

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
CERITY PARTNERS LLC	7	Mar 23, 2026	Mar 5, 2026	WHEATON, IL	Firm absorbed	RIA to RIA	87.5%

Relationships

Registered with (14)

← EDWARD JAMES MEEKAdvisorregistration: previous registration
Aug 15, 2005 to Mar 23, 2026factForm ADV
← MICHAEL JOHN GREENENAdvisorregistration: previous registration
Jun 24, 2025 to Mar 23, 2026factForm ADV
← JAMES L ALEXANDERAdvisorregistration: previous registration
Oct 21, 2019 to Mar 23, 2026factForm ADV
← ERIC WILLIAM JONESAdvisorregistration: previous registration
Jan 30, 2025 to Mar 23, 2026factForm ADV
← ANDREW J KRAJEWSKIAdvisorregistration: previous registration
May 3, 2024 to Mar 23, 2026factForm ADV
← JEREMY ROBERT SCHLETZAdvisorregistration: previous registration
Dec 21, 2017 to Mar 23, 2026factForm ADV
← Zachary Adam CravezAdvisorregistration: previous registration
Jul 9, 2023 to Mar 23, 2026factForm ADV
← NATHAN Edward MEEKAdvisorregistration: previous registration
Feb 5, 2026 to Mar 23, 2026factForm ADV
← Johnathan IrionsAdvisorregistration: previous registration
Apr 18, 2025 to Aug 15, 2025factForm ADV
← JOHN MORGAN SMITHAdvisorregistration: previous registration
Sep 8, 2006 to Nov 18, 2024factForm ADV
← NATHAN LEROY BOSEKAdvisorregistration: previous registration
Feb 25, 2019 to May 17, 2024factForm ADV
← Scott FarwellAdvisorregistration: previous registration
May 4, 2021 to Sep 2, 2022factForm ADV
← Christopher Anthony MarrAdvisorregistration: previous registration
Oct 16, 2019 to Jan 13, 2021factForm ADV
← SRBO NMN RADISAVLJEVICAdvisorregistration: previous registration
Jan 3, 2011 to Aug 13, 2015factForm ADV

Moved with (1)

→ CERITY PARTNERS LLCRegistered adviser6 advisors, firm absorbed, same day
Mar 23, 2026 to Mar 5, 2026factForm ADV

Controls (2)

← MEEK, EDWARD, JAMESOwnerCEO /MEMBER, ownership code E, individual
Mar 27, 2012 to Nov 18, 2024factForm ADV
← SCHLETZ, JEREMY, ROBERTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 7, 2023 to Nov 18, 2024factForm ADV

Owns (1)

← ALEXANDER, JAMES, LOwnerINVESTMENT ADVISORY REPRESENTATIVE, ownership code A, individual
Mar 17, 2022 to Nov 18, 2024factForm ADV

Dated events

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

Occurred
Mar 23, 2026
Firm absorbed
Edge Financial Advisors, LLC's advisors moved to Cerity Partners LLC (Wheaton, IL): 6 of 8 registered, on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Mar 23, 2026
Advisor changed firm
Eric William Jones left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Zachary Adam Cravez left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Nathan Edward Meek left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Jeremy Robert Schletz left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Andrew J Krajewski left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Edward James Meek left Edge Financial Advisors, Llc for Alpha Cubed Investments, Llc (registered 2016-01-06)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Michael John Greenen left Edge Financial Advisors, Llc for Cerity Partners Retirement Plan Consultants (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
James L Alexander left Edge Financial Advisors, Llc for Cerity Partners Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 9, 2026
Regulatory AUM changed
Edge Financial Advisors, Llc reported RAUM $512.5M, up 35% from $379.3M (2025-04-22 to 2026-03-09)
Form ADVobserved 5 days ago
$133M
Occurred
Aug 15, 2025
Advisor changed firm
Johnathan Irions left Edge Financial Advisors, Llc for Goldstone Financial Group, Llc (registered 2025-09-04)
Form ADVobserved 5 days ago
Occurred
Nov 18, 2024
Control person left
Morgan John Smith (Chief Investment Officer/Member) no longer on Schedule A of Edge Financial Advisors, Llc (listed 2024-07-30, absent 2024-11-18)
Form ADVobserved 5 days ago
Occurred
Nov 18, 2024
Advisor changed firm
John Morgan Smith left Edge Financial Advisors, Llc for Alpha Cubed Investments, Llc (registered 2015-09-16)
Form ADVobserved 5 days ago
Occurred
May 17, 2024
Advisor changed firm
Nathan Leroy Bosek left Edge Financial Advisors, Llc for Farther (registered 2024-05-16)
Form ADVobserved 5 days ago
Occurred
Jun 7, 2023
Control person joined
Robert Jeremy Schletz (Chief Compliance Officer) appeared on Schedule A of Edge Financial Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Sep 2, 2022
Advisor changed firm
Scott Farwell left Edge Financial Advisors, Llc for Fifth Third Securities, Inc. (registered 2022-08-08)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
May 1, 2026
Edge Financial Advisors, Llc no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $512.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81dbc402-a9e4-72bd-fabf-a3a341c877f0
First observed: Mar 27, 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.

EDGE FINANCIAL ADVISORS, LLC

CRD 136426

WHEATON, IL

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:81dbc402-a9e4-72bd-fabf-a3a341c877f0

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:51 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEEK, EDWARD, JAMES

CEO /MEMBER

yes

08/2005

Mar 27, 2012

Nov 18, 2024

SCHLETZ, JEREMY, ROBERT

CHIEF COMPLIANCE OFFICER

yes

06/2023

Jun 7, 2023

Nov 18, 2024

ALEXANDER, JAMES, L

INVESTMENT ADVISORY REPRESENTATIVE

01/2022

Mar 17, 2022

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

ST. CLOUD

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$512M

$510M

n/a

2024

Apr 22, 2025

$379M

$374M

n/a

2023

Feb 28, 2024

$362M

$360M

n/a

2022

Mar 9, 2023

$301M

$294M

n/a

2021

Mar 17, 2022

$349M

$340M

n/a

2020

Mar 29, 2021

$272M

$269M

n/a

2019

Mar 26, 2020

$230M

$228M

n/a

2018

Apr 30, 2019

$177M

$171M

n/a

2017

Mar 1, 2018

$162M

n/a

2016

Mar 17, 2017

$151M

$132M

n/a

2015

Mar 21, 2016

$160M

$130M

n/a

2014

Mar 24, 2015

$239M

$186M

n/a

2013

Mar 26, 2014

$217M

$185M

n/a

2012

Mar 18, 2013

$210M

$162M

n/a

2011

Mar 27, 2012

$194M

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-7

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$512M

$379M

35.1%

$301M

19.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERITY PARTNERS LLC

Mar 23, 2026

Mar 5, 2026

WHEATON, IL

Firm absorbed

RIA to RIA

87.5%