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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HBW ADVISORY SERVICES LLC

CRD 143665

SIMI VALLEY, CA

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:b069bff4-c20f-7d50-bba6-d1edf50b1e45

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 134
Dated events: 17
On other graphs: 0
Observed: Oct 26, 2012 to Mar 17, 2026
50 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=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 68
RAUM per advisor: $25.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 72
Advisory employees: 68
Offices: 50Schedule D 1.F, beyond the principal office
Accounts: 14,679
Individual clients: 13,698
High net worth clients: 81
Custody, client assets: $1.7B
SEC number: 801-77333
CIK: 1790525
CRD: 143665
Filings on the tape: 50
First filed: Oct 26, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, CA
Website: wealthfort.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 68

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Joseph Anthony Bonanno	n/a	SIMI VALLEY, CA \| Long Beach, CA	18	37	n/a	no
TRENTON GENE BANWART	n/a	SIMI VALLEY, CA \| FORT SCOTT, KS	18	27	n/a	no
RON ROTENBERG	n/a	SIMI VALLEY, CA \| TORRANCE, CA \| RANCHO PALOS VERDES, CA	17	23	n/a	no
ROLAND HAMPTON DORTCH	n/a	SIMI VALLEY, CA \| RICHMOND, VA	16	36	1	yes
JORGE ALBERTO MEZA	n/a	SIMI VALLEY, CA \| VALENCIA, CA	16	26	1	no
JOEL DARRIN BROERSMA	Certified Financial Planner	SIMI VALLEY, CA \| GRAND RAPIDS, MI	16	30	1	yes
DAVID HENRY VELTKAMP	n/a	ZEELAND, MI \| SIMI VALLEY, CA	16	42	n/a	no
RICHARD ERIC JONES	n/a	Roseville, CA \| CHICO, CA \| SIMI VALLEY, CA	15	22	1	no
MANUEL MIGUEL CAMPINS	n/a	ZEELAND, MI \| SIMI VALLEY, CA	15	17	n/a	no
KEVIN JAMES IMHOFF	n/a	SIMI VALLEY, CA \| LANSING, MI	15	40	1	no
JEFFREY EDWARD DENNISON	n/a	ATHENS, AL \| SIMI VALLEY, CA	15	17	n/a	no
HEIDI ANNE HERSHMAN	n/a	Agoura, CA \| SIMI VALLEY, CA	14	25	2	no
JAMES ALAN LOPES	n/a	SANT ROSA, CA \| SIMI VALLEY, CA	13	22	1	no
JONATHAN SCOTT HOAG	n/a	SIMI VALLEY, CA \| BIXBY, OK	13	29	1	no
RICK ISAAC HARBUS	n/a	SIMI VALLEY, CA \| Long Beach, CA	12	33	1	no
THOMAS MARVIN KAUFMAN	n/a	WATERFORD, MI \| SIMI VALLEY, CA	12	28	n/a	no
STEPHEN FRANCIS FOLEY	n/a	SIMI VALLEY, CA \| MIDWAY, AR	11	35	n/a	no
NICHOLAS PAUL MITCHELL	Certified Financial Planner	SIMI VALLEY, CA \| PAULS VALLEY, OK	11	12	1	no
TODD ARTHUR PENROD	n/a	SIMI VALLEY, CA	11	26	1	no
Todd Michael mccandless	n/a	SIMI VALLEY, CA \| Chester, VA	10	25	n/a	no
CALEB MICHAEL SVOBODA	n/a	WINFIELD, IL \| SIMI VALLEY, CA	10	23	n/a	no
WILLIAM ORCHARD-HAYS	n/a	SIMI VALLEY, CA \| DURHAM, NC	9	32	n/a	no
JAMISON DAVID IMHOFF	n/a	SIMI VALLEY, CA \| MAYFIELD, KY	9	14	1	no
Daniel Joseph Murphy	n/a	Elmhurst, IL \| SIMI VALLEY, CA	9	35	n/a	no
SEAN MARSHALL CISNEY	n/a	ALSIP, IL \| SIMI VALLEY, CA	9	23	n/a	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
BONANNO, JOSEPH, ANTHONY	DIRECTOR, PRESIDENT	Na	yes	03/2007	Mar 17, 2026	Mar 17, 2026
HBW FINANCIAL & INSURANCE SERVICES	Owner	D	yes	03/2007	Mar 17, 2026	Mar 17, 2026
HELLENBRAND, BARNETT, DAVID	Director	Na	yes	03/2007	Mar 17, 2026	Mar 17, 2026
PENROD, TODD, ARTHUR	CHIEF COMPLIANCE OFFICER	Na	yes	09/2015	Mar 17, 2026	Mar 17, 2026
HBW FINANCIAL & INSURANCE SERVICES LLC	Owner	E	yes	03/2007	Oct 26, 2012	Nov 21, 2024
HELLENBRAND, BARNETT, DAVID	MANAGING DIRECTOR	D	yes	09/1994	Oct 26, 2012	Nov 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published; showing 30 of 31

City	State	Country	Employees	Also broker-dealer
Chico	CA	United States	4	yes
SIMI VALLEY	CA	United States	4	yes
Roseville	CA	United States	3	no
Schaumburg	IL	United States	3	no
Ada	Mi	United States	3	yes
LONG BEACH	CA	United States	2	no
Valencia	CA	United States	2	yes
Brighton	Mi	United States	2	yes
Hudsonville	Mi	United States	2	yes
Latham	NY	United States	2	yes
Athens	Al	United States	1	yes
Chandler	Az	United States	1	no
Agoura	CA	United States	1	yes
Sonoma	CA	United States	1	yes
Torrance	CA	United States	1	no
Griffin	Ga	United States	1	no
Boise	Id	United States	1	no
GRAND RAPIDS	Mi	United States	1	yes
Lansing	Mi	United States	1	yes
Tomball	TX	United States	1	yes
Richmond	Va	United States	1	yes
Richmond	Va	United States	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	no
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	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 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$1.7B	$1.7B	72	68	50	n/a	n/a
2024	Apr 21, 2025	$1.5B	$1.4B	67	63	50	n/a	n/a
2023	Nov 13, 2023	$1.1B	$1.1B	66	63	47	n/a	n/a
2022	Nov 22, 2022	$1.0B	$1.0B	65	60	49	n/a	n/a
2021	Nov 12, 2021	$1.1B	$1.1B	60	55	49	n/a	n/a
2020	Nov 2, 2020	$761M	$761M	57	53	46	n/a	n/a
2019	Oct 22, 2019	$534M	$534M	57	53	45	n/a	n/a
2018	Oct 26, 2018	$430M	$430M	63	60	61	n/a	n/a
2017	Oct 30, 2017	$322M	$322M	48	45	37	n/a	n/a
2016	Sep 30, 2016	$306M	$306M	59	53	n/a	n/a	n/a
2015	Sep 2, 2015	$241M	$241M	71	65	n/a	n/a	n/a
2014	Sep 24, 2014	$205M	$205M	91	91	n/a	n/a	n/a
2013	Oct 28, 2013	$149M	$149M	91	91	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	2	0	2.9%	1	1	0	6	5

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	$1.7B	$1.5B	18.3%	$1.0B	19.7%	72	67	50	50

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
CPR INVESTMENTS INC	3	Jun 9, 2017	Jan 1, 2025	MEARS, MI	Team lift out	Other	8.8%
CPR INVESTMENTS INC	3	Apr 4, 2016	Jan 1, 2025	PORTLAND, OR	Team lift out	Other	9.4%
CPR INVESTMENTS INC	2	Nov 4, 2015	Sep 29, 2025	STERLING HTS, MI	Team lift out	Other	5.4%
CPR INVESTMENTS INC	2	Sep 23, 2015	Oct 1, 2015	SIMI VALLEY, CA	Team lift out	Other	5.0%

Relationships

showing 80 of 134

Registered with (72)

← Micah Dennis BroersmaAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← Jaxson BarlowAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← TELMA CRISTINA PROVENCIOAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← Eugene Joseph OswaldAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← William Bradley RudkinAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Max KuperusAdvisorregistration: current employment
Dec 19, 2025 to presentfactForm ADV
← MICHAEL DIFIOREAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Matthew Aubrey BowersAdvisorregistration: current employment
May 9, 2025 to presentfactForm ADV
← MATTHEW PETER FRANCISAdvisorregistration: current employment
Apr 7, 2025 to presentfactForm ADV
← TAYLOR RANDALL DAVISAdvisorregistration: current employment
Apr 4, 2025 to presentfactForm ADV
← VENKATA REDDY JANGAAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← Aaron J CastanedaAdvisorregistration: current employment
Feb 19, 2025 to presentfactForm ADV
← Dillon DetermanAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← LISA MARIE GILMOREAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← ROY EDWARDS VAN MUYENAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Bryan Kenneth GeurinkAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← COLLIN LOUIS VAZAdvisorregistration: current employment
Dec 9, 2024 to presentfactForm ADV
← RICHARD YOUNGAdvisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← Andrea Smith YoungAdvisorregistration: current employment
Feb 26, 2024 to presentfactForm ADV
← ROBERT PHILIP SULLIVANAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV
← Cathryn Maure PorterAdvisorregistration: current employment
Jan 8, 2024 to presentfactForm ADV
← BARNETT DAVID HELLENBRANDAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← SARAH BETH LINDERAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← Michael Earl LinderAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← LINDA MOODY MUSEAdvisorregistration: current employment
Jun 8, 2023 to presentfactForm ADV
← Benjamin Scott RuiterAdvisorregistration: current employment
Nov 14, 2022 to presentfactForm ADV
← BRYAN CHARLES BRADFORDAdvisorregistration: current employment
Jun 2, 2022 to presentfactForm ADV
← STEVEN ROLLAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← JENNIE MARIE FLEMINGAdvisorregistration: current employment
Oct 14, 2021 to presentfactForm ADV
← Kyra Lynn KingAdvisorregistration: current employment
Jul 29, 2021 to presentfactForm ADV
and 42 more

Moved with (1)

→ CPR INVESTMENTS INCRegistered adviser2 advisors, team lift out
Nov 4, 2015 to Sep 29, 2025factForm ADV

Controls (4)

← HELLENBRAND, BARNETT, DAVIDOwnerMANAGING DIRECTOR, ownership code D, individual
Oct 26, 2012 to Nov 21, 2024factForm ADV
← BONANNO, JOSEPH, ANTHONYOwnerDIRECTOR, PRESIDENT, ownership code NA, individual
Oct 26, 2012 to Nov 21, 2024factForm ADV
← PENROD, TODD, ARTHUROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 25, 2015 to Nov 21, 2024factForm ADV
← HBW FINANCIAL & INSURANCE SERVICES LLCOwnerOWNER, ownership code E, domestic entity
Oct 26, 2012 to Nov 21, 2024factForm ADV

Dated events

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

Occurred
Jul 30, 2026
Advisor changed firm
Paul Edward Brandwein left Hbw Advisory Services Llc for Pcfo Capital (registered 2026-07-30)
Form ADVobserved 6 days ago
Occurred
Sep 30, 2025
Advisor changed firm
Bulent Erol left Hbw Advisory Services Llc for Cetera Investment Advisers Llc (registered 2023-06-29)
Form ADVobserved 6 days ago
Occurred
Feb 5, 2025
Advisor changed firm
Timothy Aaron Steele left Hbw Advisory Services Llc for Vantage Financial Group (registered 2025-02-06)
Form ADVobserved 6 days ago
Occurred
Nov 21, 2024
Regulatory AUM changed
Hbw Advisory Services Llc reported RAUM $1.5B, up 30% from $1.1B (2024-05-09 to 2024-11-21)
Form ADVobserved 6 days ago
$342M
Occurred
Aug 21, 2024
Advisor changed firm
John Charles Cheeseman left Hbw Advisory Services Llc for Tucker Asset Management Llc (registered 2024-09-18)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2023
Advisor changed firm
Adam Reid Dowlen left Hbw Advisory Services Llc for Coppell Advisory Solutions Llc (registered 2025-01-30)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2023
Advisor changed firm
William Stephen Murray left Hbw Advisory Services Llc for Cetera Advisor Networks Llc (registered 2017-07-25)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Advisor changed firm
Roy Edwards Van Muyen left Hbw Advisory Services Llc for Pnc Wealth Management (registered 2023-07-07)
Form ADVobserved 6 days ago
Occurred
Oct 21, 2022
Advisor changed firm
Christopher Rodney Piland left Hbw Advisory Services Llc for Georgia Wealth Partners, Llc (registered 2022-10-28)
Form ADVobserved 6 days ago
Occurred
Oct 12, 2022
Advisor changed firm
Joseph Houston Combest left Hbw Advisory Services Llc for Triton Financial Group, Inc (registered 2022-09-06)
Form ADVobserved 6 days ago
Occurred
May 9, 2022
Advisor changed firm
Chad Leroy Cosens left Hbw Advisory Services Llc for Creativeone Wealth, Llc (registered 2022-05-09)
Form ADVobserved 6 days ago
Occurred
Nov 12, 2021
Regulatory AUM changed
Hbw Advisory Services Llc reported RAUM $1.1B, up 46% from $761.2M (2021-06-28 to 2021-11-12)
Form ADVobserved 6 days ago
$353M
Occurred
Nov 2, 2020
Regulatory AUM changed
Hbw Advisory Services Llc reported RAUM $761.2M, up 43% from $534.0M (2020-08-14 to 2020-11-02)
Form ADVobserved 6 days ago
$227M
Occurred
Oct 26, 2018
Regulatory AUM changed
Hbw Advisory Services Llc reported RAUM $430.4M, up 34% from $321.7M (2017-10-30 to 2018-10-26)
Form ADVobserved 6 days ago
$109M
Occurred
Oct 26, 2012
First Form ADV filing
Hbw Advisory Services Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Oct 22, 2019
Hbw Advisory Services Llc reported 45 offices beyond its principal office, down from 61 (2018-10-26 to 2019-10-22)
Occurred
Oct 26, 2018
Hbw Advisory Services Llc reported 61 offices beyond its principal office, up from 37 (2017-10-30 to 2018-10-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b069bff4-c20f-7d50-bba6-d1edf50b1e45
First observed: Oct 26, 2012
Last observed: Mar 17, 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.

HBW ADVISORY SERVICES LLC

CRD 143665

SIMI VALLEY, CA

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:b069bff4-c20f-7d50-bba6-d1edf50b1e45

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Joseph Anthony Bonanno

n/a

SIMI VALLEY, CA | Long Beach, CA

n/a

TRENTON GENE BANWART

n/a

SIMI VALLEY, CA | FORT SCOTT, KS

n/a

RON ROTENBERG

n/a

SIMI VALLEY, CA | TORRANCE, CA | RANCHO PALOS VERDES, CA

n/a

ROLAND HAMPTON DORTCH

n/a

SIMI VALLEY, CA | RICHMOND, VA

yes

JORGE ALBERTO MEZA

n/a

SIMI VALLEY, CA | VALENCIA, CA

JOEL DARRIN BROERSMA

Certified Financial Planner

SIMI VALLEY, CA | GRAND RAPIDS, MI

yes

DAVID HENRY VELTKAMP

n/a

ZEELAND, MI | SIMI VALLEY, CA

n/a

RICHARD ERIC JONES

n/a

Roseville, CA | CHICO, CA | SIMI VALLEY, CA

MANUEL MIGUEL CAMPINS

n/a

ZEELAND, MI | SIMI VALLEY, CA

n/a

KEVIN JAMES IMHOFF

n/a

SIMI VALLEY, CA | LANSING, MI

JEFFREY EDWARD DENNISON

n/a

ATHENS, AL | SIMI VALLEY, CA

n/a

HEIDI ANNE HERSHMAN

n/a

Agoura, CA | SIMI VALLEY, CA

JAMES ALAN LOPES

n/a

SANT ROSA, CA | SIMI VALLEY, CA

JONATHAN SCOTT HOAG

n/a

SIMI VALLEY, CA | BIXBY, OK

RICK ISAAC HARBUS

n/a

SIMI VALLEY, CA | Long Beach, CA

THOMAS MARVIN KAUFMAN

n/a

WATERFORD, MI | SIMI VALLEY, CA

n/a

STEPHEN FRANCIS FOLEY

n/a

SIMI VALLEY, CA | MIDWAY, AR

n/a

NICHOLAS PAUL MITCHELL

Certified Financial Planner

SIMI VALLEY, CA | PAULS VALLEY, OK

TODD ARTHUR PENROD

n/a

SIMI VALLEY, CA

Todd Michael mccandless

n/a

SIMI VALLEY, CA | Chester, VA

n/a

CALEB MICHAEL SVOBODA

n/a

WINFIELD, IL | SIMI VALLEY, CA

n/a

WILLIAM ORCHARD-HAYS

n/a

SIMI VALLEY, CA | DURHAM, NC

n/a

JAMISON DAVID IMHOFF

n/a

SIMI VALLEY, CA | MAYFIELD, KY

Daniel Joseph Murphy

n/a

Elmhurst, IL | SIMI VALLEY, CA

n/a

SEAN MARSHALL CISNEY

n/a

ALSIP, IL | SIMI VALLEY, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BONANNO, JOSEPH, ANTHONY

DIRECTOR, PRESIDENT

yes

03/2007

Mar 17, 2026

HBW FINANCIAL & INSURANCE SERVICES

Owner

yes

03/2007

Mar 17, 2026

HELLENBRAND, BARNETT, DAVID

Director

yes

03/2007

Mar 17, 2026

PENROD, TODD, ARTHUR

CHIEF COMPLIANCE OFFICER

yes

09/2015

Mar 17, 2026

HBW FINANCIAL & INSURANCE SERVICES LLC

Owner

yes

03/2007

Oct 26, 2012

Nov 21, 2024

HELLENBRAND, BARNETT, DAVID

MANAGING DIRECTOR

yes

09/1994

Oct 26, 2012

Nov 21, 2024

City

State

Country

Employees

Also broker-dealer

Chico

United States

yes

SIMI VALLEY

United States

yes

Roseville

United States

Schaumburg

United States

Ada

United States

yes

LONG BEACH

United States

Valencia

United States

yes

Brighton

United States

yes

Hudsonville

United States

yes

Latham

United States

yes

Athens

United States

yes

Chandler

United States

Agoura

United States

yes

Sonoma

United States

yes

Torrance

United States

Griffin

United States

Boise

United States

GRAND RAPIDS

United States

yes

Lansing

United States

yes

Tomball

United States

yes

Richmond

United States

yes

Richmond

United States

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$1.7B

n/a

2024

Apr 21, 2025

$1.5B

$1.4B

n/a

2023

Nov 13, 2023

$1.1B

n/a

2022

Nov 22, 2022

$1.0B

n/a

2021

Nov 12, 2021

$1.1B

n/a

2020

Nov 2, 2020

$761M

n/a

2019

Oct 22, 2019

$534M

n/a

2018

Oct 26, 2018

$430M

n/a

2017

Oct 30, 2017

$322M

n/a

2016

Sep 30, 2016

$306M

n/a

2015

Sep 2, 2015

$241M

n/a

2014

Sep 24, 2014

$205M

n/a

2013

Oct 28, 2013

$149M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

2.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.5B

18.3%

$1.0B

19.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CPR INVESTMENTS INC

Jun 9, 2017

Jan 1, 2025

MEARS, MI

Team lift out

Other

8.8%

CPR INVESTMENTS INC

Apr 4, 2016

Jan 1, 2025

PORTLAND, OR

Team lift out

Other

9.4%

CPR INVESTMENTS INC

Nov 4, 2015

Sep 29, 2025

STERLING HTS, MI

Team lift out

Other

5.4%

CPR INVESTMENTS INC

Sep 23, 2015

Oct 1, 2015

SIMI VALLEY, CA

Team lift out

Other

5.0%