DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CENTENNIAL SECURITIES COMPANY INC

CRD 7763

GRAND RAPIDS, MI

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:aabe4c09-dbf9-d269-81f5-56f904865ee3

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 9
On other graphs: 0
Observed: Aug 31, 2015 to Apr 30, 2026
40 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=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=30.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $900M
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 38
RAUM per advisor: $35.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 45
Advisory employees: 30
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 3,962
Individual clients: 2,054
High net worth clients: 414
SEC number: 801-106623
CRD: 7763
Filings on the tape: 40
First filed: Aug 31, 2015
Latest filed: Apr 30, 2026
Organised: Corporation, MI
Website: centennialsec.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 37

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS BRYAN PETZOLD	n/a	GRAND RAPIDS, MI	16	42	n/a	yes
JEFFREY DONALD WIERENGA	n/a	GRAND RAPIDS, MI	16	22	n/a	yes
RYAN ANDREW DIEPSTRA	n/a	GRAND RAPIDS, MI	16	23	1	yes
SCOTT ERIC SJOERDSMA	n/a	GRAND RAPIDS, MI \| JENISON, MI	16	29	n/a	yes
STEPHEN TODD HENDRICKSON	n/a	GRAND RAPIDS, MI \| JENISON, MI	15	28	n/a	yes
KEVIN WILLIAM KELLY	n/a	JENISON, MI \| GRAND RAPIDS, MI	15	28	n/a	yes
JAMES DALE KLUNDER	n/a	GRAND RAPIDS, MI \| JENISON, MI	15	37	n/a	yes
JONATHAN THOMAS PEDDIE	n/a	GRAND RAPIDS, MI \| JENISON, MI	15	32	n/a	yes
RICHARD ANDREW WAGNER	n/a	GRAND RAPIDS, MI	15	38	n/a	yes
MARK ALLISON WHITMAN	n/a	GRAND RAPIDS, MI	15	37	n/a	yes
RANDALL LEE HANSEN	n/a	GRAND RAPIDS, MI	15	42	1	yes
AIMEE HELENE CAPATANOS	n/a	GRAND RAPIDS, MI	15	23	n/a	yes
MICHAEL ROBERT OCHOA	n/a	CHICAGO, IL	15	41	1	yes
MARIO GIULIO BERNARDI	n/a	GRAND RAPIDS, MI \| CHICAGO, IL	15	39	2	yes
PEGGY ANN NOURIE	n/a	GRAND RAPIDS, MI \| CHICAGO, IL	14	41	2	yes
WILLIAM GEORGE ROTH	n/a	GRAND RAPIDS, MI	14	14	n/a	yes
DOMINIC JOSEPH NIEWALD	n/a	GRAND RAPIDS, MI	12	12	n/a	yes
JULIE ALICE BURTON	n/a	GRAND RAPIDS, MI	11	23	n/a	yes
DANIEL LEE VANDERMOLEN	n/a	GRAND RAPIDS, MI	11	41	n/a	yes
DONALD EDWARD BEESLEY	n/a	GRAND RAPIDS, MI	11	40	n/a	yes
Walter Musumeci	n/a	CHICAGO, IL	10	10	n/a	yes
PAUL HERMAN BERGHOFF	n/a	CHICAGO, IL	9	30	1	yes
AZITA AMINIAN	n/a	CHICAGO, IL	8	34	n/a	yes
Jordan Thomas Powers	n/a	GRAND RAPIDS, MI \| ST JOSEPH, MI	8	10	n/a	yes
BRUCE ERIC ELDER	n/a	GRAND RAPIDS, MI	7	34	2	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
DIEPSTRA, RYAN ANDREW	FINANCIAL ADVISOR/OWNER	B	yes	07/2008	Apr 30, 2026	Apr 30, 2026
HANSEN, RANDALL LEE	FINANCIAL ADVISOR/OWNER	B	yes	03/1999	Apr 30, 2026	Apr 30, 2026
POWERS, JORDAN THOMAS	CHIEF COMPLIANCE OFFICER	Na	yes	02/2018	Apr 30, 2026	Apr 30, 2026
MUSUMECI, WALTER	FINANCIAL ADVISOR/OWNER	Na	no	10/2025	Apr 30, 2026	Apr 30, 2026
NIEWALD, DOMINIC JOSEPH	FINANCIAL ADVISOR/OWNER	Na	no	04/2019	Apr 30, 2026	Apr 30, 2026
PEDDIE, JONATHAN THOMAS	FINANCIAL ADVISOR/OWNER	Na	no	04/2018	Apr 30, 2026	Apr 30, 2026
BEESLEY, DONALD EDWARD	FINANCIAL ADVISOR / OWNER	Na	no	04/1999	Aug 31, 2015	Mar 28, 2024
BERNARDI, MARIO GIULIO	FINANCIAL ADVISOR / OWNER	A	no	01/2013	Aug 31, 2015	Mar 28, 2024
KELLY, KEVIN WILLIAM	FINANCIAL ADVISOR / OWNER	A	no	07/2010	Aug 31, 2015	Mar 28, 2024
KLUNDER, JAMES DALE	FINANCIAL ADVISOR / OWNER	A	no	04/1999	Aug 31, 2015	Mar 28, 2024
MERRIHEW, KATIE MARIE	FINANCIAL ADVISOR / OWNER	A	no	04/2013	Aug 31, 2015	Mar 28, 2024
OCHOA, MICHAEL ROBERT	FINANCIAL ADVISOR / OWNER	A	no	02/2013	Aug 31, 2015	Mar 28, 2024
TUINSTRA, CRAIG ALAN	FINANCIAL ADVISOR / OWNER	B	no	04/1999	Aug 31, 2015	Mar 28, 2024
VANDERMOLEN, DANIEL LEE	FINANCIAL ADVISOR / OWNER	B	no	04/1999	Aug 31, 2015	Mar 28, 2024
WIERENGA, JEFFREY DONALD	FINANCIAL ADVISOR / OWNER	Na	no	04/2013	Aug 31, 2015	Mar 28, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	7	yes
Jenison	Mi	United States	5	yes
GRAND RAPIDS	Mi	United States	3	yes
ST JOSEPH	Mi	United States	1	yes

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 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$1.3B	$900M	45	30	4	n/a	n/a
2024	Mar 31, 2025	$1.2B	$622M	40	30	4	n/a	n/a
2023	Mar 28, 2024	$1.1B	$469M	40	30	4	n/a	n/a
2022	Mar 30, 2023	$945M	$485M	40	30	4	n/a	n/a
2021	Mar 30, 2022	$1.0B	$552M	40	35	4	n/a	n/a
2020	Mar 31, 2021	$894M	$428M	40	35	4	n/a	n/a
2019	Mar 26, 2020	$732M	$300M	40	35	4	n/a	n/a
2018	Mar 28, 2019	$525M	$204M	40	35	4	n/a	n/a
2017	Mar 28, 2018	$536M	$115M	40	35	4	n/a	n/a
2016	Feb 16, 2017	$380M	$37.8M	28	19	n/a	n/a	n/a
2015	Feb 23, 2016	$298M	$33.9M	28	19	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	2	-2	5.3%	0	0	0	3	2

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	$1.3B	$1.2B	15.9%	$945M	12.2%	45	40	4	4

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
REGAL INVESTMENT ADVISORS LLC	2	Dec 11, 2025	Dec 11, 2025	JENISON, MI	Team lift out	RIA to ibd	5.3%

Relationships

Registered with (45)

← Sophia M BernardiAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← Kyle Collin LottAdvisorregistration: current employment
Jul 30, 2026 to presentfactForm ADV
← DAVID DONALD RADDEAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← CHRISTOPHER WILLIAM FALLONAdvisorregistration: current employment
Jan 12, 2025 to presentfactForm ADV
← Brett W KalsbeekAdvisorregistration: current employment
Apr 15, 2024 to presentfactForm ADV
← THOMAS D GLOVERAdvisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
← ANNE KATHLEEN MELLEAdvisorregistration: current employment
Sep 1, 2023 to presentfactForm ADV
← MELISSA MARY MOSERAdvisorregistration: current employment
Jan 20, 2023 to presentfactForm ADV
← JAMES ARLEN DEMPSEYAdvisorregistration: current employment
Nov 10, 2022 to presentfactForm ADV
← Joseph Richard KlunderAdvisorregistration: current employment
Sep 6, 2022 to presentfactForm ADV
← JONATHAN COLBY WYNGARDENAdvisorregistration: current employment
Apr 3, 2020 to presentfactForm ADV
← CONSTANCE ANN ETTERAdvisorregistration: current employment
Nov 15, 2019 to presentfactForm ADV
← BRUCE ERIC ELDERAdvisorregistration: current employment
Jun 27, 2019 to presentfactForm ADV
← AZITA AMINIANAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← Jordan Thomas PowersAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← PAUL HERMAN BERGHOFFAdvisorregistration: current employment
Dec 6, 2016 to presentfactForm ADV
← Walter MusumeciAdvisorregistration: current employment
Mar 11, 2016 to presentfactForm ADV
← JULIE ALICE BURTONAdvisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← DANIEL LEE VANDERMOLENAdvisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← DONALD EDWARD BEESLEYAdvisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← DOMINIC JOSEPH NIEWALDAdvisorregistration: current employment
May 7, 2014 to presentfactForm ADV
← WILLIAM GEORGE ROTHAdvisorregistration: current employment
May 18, 2012 to presentfactForm ADV
← PEGGY ANN NOURIEAdvisorregistration: current employment
Feb 17, 2012 to presentfactForm ADV
← MICHAEL ROBERT OCHOAAdvisorregistration: current employment
Apr 12, 2011 to presentfactForm ADV
← MARIO GIULIO BERNARDIAdvisorregistration: current employment
Apr 12, 2011 to presentfactForm ADV
← RANDALL LEE HANSENAdvisorregistration: current employment
Mar 16, 2011 to presentfactForm ADV
← AIMEE HELENE CAPATANOSAdvisorregistration: current employment
Mar 16, 2011 to presentfactForm ADV
← RICHARD ANDREW WAGNERAdvisorregistration: current employment
Dec 22, 2010 to presentfactForm ADV
← MARK ALLISON WHITMANAdvisorregistration: current employment
Dec 22, 2010 to presentfactForm ADV
← JAMES DANIEL ROBERTSAdvisorregistration: current employment
Dec 22, 2010 to presentfactForm ADV
and 15 more

Moved with (1)

→ REGAL INVESTMENT ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Dec 11, 2025 to Dec 11, 2025factForm ADV

Controls (3)

← HANSEN, RANDALL LEEOwnerPRESIDENT / CEO / CFO / COO / FINOP, ownership code B, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← DIEPSTRA, RYAN ANDREWOwnerSECRETARY, ownership code B, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← POWERS, JORDAN THOMASOwnerCHIEF COMPLIANCE OFFICER / CCO, ownership code NA, individual
Mar 28, 2018 to Mar 28, 2024factForm ADV

Owns (11)

← OCHOA, MICHAEL ROBERTOwnerFINANCIAL ADVISOR / OWNER, ownership code A, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← VANDERMOLEN, DANIEL LEEOwnerFINANCIAL ADVISOR / OWNER, ownership code B, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← BEESLEY, DONALD EDWARDOwnerFINANCIAL ADVISOR / OWNER, ownership code NA, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← BERNARDI, MARIO GIULIOOwnerFINANCIAL ADVISOR / OWNER, ownership code A, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← KLUNDER, JAMES DALEOwnerFINANCIAL ADVISOR / OWNER, ownership code A, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← TUINSTRA, CRAIG ALANOwnerFINANCIAL ADVISOR / OWNER, ownership code B, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← KELLY, KEVIN WILLIAMOwnerFINANCIAL ADVISOR / OWNER, ownership code A, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← PEDDIE, JONATHAN THOMASOwnerFINANCIAL ADVISOR/OWNER, ownership code NA, individual
Dec 17, 2021 to Mar 28, 2024factForm ADV
← WIERENGA, JEFFREY DONALDOwnerFINANCIAL ADVISOR / OWNER, ownership code NA, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← MERRIHEW, KATIE MARIEOwnerFINANCIAL ADVISOR / OWNER, ownership code A, individual
Aug 31, 2015 to Mar 28, 2024factForm ADV
← NIEWALD, DOMINIC JOSEPHOwnerFINANCIAL ADVISOR/OWNER, ownership code NA, individual
Dec 17, 2021 to Mar 28, 2024factForm ADV

Dated events

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

Occurred
Dec 11, 2025
Team lift-out
2 advisors left Centennial Securities Company Inc (Jenison, MI) for Regal Investment Advisors LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 11, 2025
Advisor changed firm
Cornelius Willem Boerkoel left Centennial Securities Company Inc for Regal Investment Advisors Llc (registered 2025-12-11)
Form ADVobserved 5 days ago
Occurred
Dec 11, 2025
Advisor changed firm
Robert Jerry Boerkoel left Centennial Securities Company Inc for Regal Investment Advisors Llc (registered 2025-12-11)
Form ADVobserved 5 days ago
Occurred
Sep 24, 2022
Advisor changed firm
Seth Christian Hiemstra left Centennial Securities Company Inc for Swan Global Investments, Llc (registered 2023-07-28)
Form ADVobserved 5 days ago
Occurred
Sep 13, 2022
Advisor changed firm
Bobby Tsironis left Centennial Securities Company Inc for Burnham & Company Llc (registered 2022-09-14)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
Centennial Securities Company Inc reported RAUM $731.9M, up 39% from $525.0M (2020-02-04 to 2020-03-26)
Form ADVobserved 5 days ago
$207M
Occurred
Mar 28, 2018
Regulatory AUM changed
Centennial Securities Company Inc reported RAUM $536.2M, up 41% from $379.5M (2018-01-04 to 2018-03-28)
Form ADVobserved 5 days ago
$157M
Occurred
Aug 31, 2015
First Form ADV filing
Centennial Securities Company Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Mar 28, 2018
Centennial Securities Company Inc reported 35 state-registered advisory representatives, up from 19 (2018-01-04 to 2018-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aabe4c09-dbf9-d269-81f5-56f904865ee3
First observed: Aug 31, 2015
Last observed: Apr 30, 2026 4 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.

CENTENNIAL SECURITIES COMPANY INC

CRD 7763

GRAND RAPIDS, MI

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:aabe4c09-dbf9-d269-81f5-56f904865ee3

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS BRYAN PETZOLD

n/a

GRAND RAPIDS, MI

n/a

yes

JEFFREY DONALD WIERENGA

n/a

GRAND RAPIDS, MI

n/a

yes

RYAN ANDREW DIEPSTRA

n/a

GRAND RAPIDS, MI

yes

SCOTT ERIC SJOERDSMA

n/a

GRAND RAPIDS, MI | JENISON, MI

n/a

yes

STEPHEN TODD HENDRICKSON

n/a

GRAND RAPIDS, MI | JENISON, MI

n/a

yes

KEVIN WILLIAM KELLY

n/a

JENISON, MI | GRAND RAPIDS, MI

n/a

yes

JAMES DALE KLUNDER

n/a

GRAND RAPIDS, MI | JENISON, MI

n/a

yes

JONATHAN THOMAS PEDDIE

n/a

GRAND RAPIDS, MI | JENISON, MI

n/a

yes

RICHARD ANDREW WAGNER

n/a

GRAND RAPIDS, MI

n/a

yes

MARK ALLISON WHITMAN

n/a

GRAND RAPIDS, MI

n/a

yes

RANDALL LEE HANSEN

n/a

GRAND RAPIDS, MI

yes

AIMEE HELENE CAPATANOS

n/a

GRAND RAPIDS, MI

n/a

yes

MICHAEL ROBERT OCHOA

n/a

CHICAGO, IL

yes

MARIO GIULIO BERNARDI

n/a

GRAND RAPIDS, MI | CHICAGO, IL

yes

PEGGY ANN NOURIE

n/a

GRAND RAPIDS, MI | CHICAGO, IL

yes

WILLIAM GEORGE ROTH

n/a

GRAND RAPIDS, MI

n/a

yes

DOMINIC JOSEPH NIEWALD

n/a

GRAND RAPIDS, MI

n/a

yes

JULIE ALICE BURTON

n/a

GRAND RAPIDS, MI

n/a

yes

DANIEL LEE VANDERMOLEN

n/a

GRAND RAPIDS, MI

n/a

yes

DONALD EDWARD BEESLEY

n/a

GRAND RAPIDS, MI

n/a

yes

Walter Musumeci

n/a

CHICAGO, IL

n/a

yes

PAUL HERMAN BERGHOFF

n/a

CHICAGO, IL

yes

AZITA AMINIAN

n/a

CHICAGO, IL

n/a

yes

Jordan Thomas Powers

n/a

GRAND RAPIDS, MI | ST JOSEPH, MI

n/a

yes

BRUCE ERIC ELDER

n/a

GRAND RAPIDS, MI

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIEPSTRA, RYAN ANDREW

FINANCIAL ADVISOR/OWNER

yes

07/2008

Apr 30, 2026

HANSEN, RANDALL LEE

FINANCIAL ADVISOR/OWNER

yes

03/1999

Apr 30, 2026

POWERS, JORDAN THOMAS

CHIEF COMPLIANCE OFFICER

yes

02/2018

Apr 30, 2026

MUSUMECI, WALTER

FINANCIAL ADVISOR/OWNER

10/2025

Apr 30, 2026

NIEWALD, DOMINIC JOSEPH

FINANCIAL ADVISOR/OWNER

04/2019

Apr 30, 2026

PEDDIE, JONATHAN THOMAS

FINANCIAL ADVISOR/OWNER

04/2018

Apr 30, 2026

BEESLEY, DONALD EDWARD

FINANCIAL ADVISOR / OWNER

04/1999

Aug 31, 2015

Mar 28, 2024

BERNARDI, MARIO GIULIO

FINANCIAL ADVISOR / OWNER

01/2013

Aug 31, 2015

Mar 28, 2024

KELLY, KEVIN WILLIAM

FINANCIAL ADVISOR / OWNER

07/2010

Aug 31, 2015

Mar 28, 2024

KLUNDER, JAMES DALE

FINANCIAL ADVISOR / OWNER

04/1999

Aug 31, 2015

Mar 28, 2024

MERRIHEW, KATIE MARIE

FINANCIAL ADVISOR / OWNER

04/2013

Aug 31, 2015

Mar 28, 2024

OCHOA, MICHAEL ROBERT

FINANCIAL ADVISOR / OWNER

02/2013

Aug 31, 2015

Mar 28, 2024

TUINSTRA, CRAIG ALAN

FINANCIAL ADVISOR / OWNER

04/1999

Aug 31, 2015

Mar 28, 2024

VANDERMOLEN, DANIEL LEE

FINANCIAL ADVISOR / OWNER

04/1999

Aug 31, 2015

Mar 28, 2024

WIERENGA, JEFFREY DONALD

FINANCIAL ADVISOR / OWNER

04/2013

Aug 31, 2015

Mar 28, 2024

City

State

Country

Employees

Also broker-dealer

Chicago

United States

yes

Jenison

United States

yes

GRAND RAPIDS

United States

yes

ST JOSEPH

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$1.3B

$900M

n/a

2024

Mar 31, 2025

$1.2B

$622M

n/a

2023

Mar 28, 2024

$1.1B

$469M

n/a

2022

Mar 30, 2023

$945M

$485M

n/a

2021

Mar 30, 2022

$1.0B

$552M

n/a

2020

Mar 31, 2021

$894M

$428M

n/a

2019

Mar 26, 2020

$732M

$300M

n/a

2018

Mar 28, 2019

$525M

$204M

n/a

2017

Mar 28, 2018

$536M

$115M

n/a

2016

Feb 16, 2017

$380M

$37.8M

n/a

2015

Feb 23, 2016

$298M

$33.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

5.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.2B

15.9%

$945M

12.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

REGAL INVESTMENT ADVISORS LLC

Dec 11, 2025

JENISON, MI

Team lift out

RIA to ibd

5.3%