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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

STRATEGIC WEALTH PARTNERS, LTD.

CRD 148586

INDEPENDENCE, OH

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:cce53e21-9685-7a9a-439a-ea2b78e2c5f4

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 57
Dated events: 22
On other graphs: 0
Observed: Mar 26, 2014 to Mar 29, 2026
42 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=0.94 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 21
RAUM per advisor: $78.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 20
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 3,674
Individual clients: 2,626
High net worth clients: 1,020
SEC number: 801-79487
CIK: 1720777
CRD: 148586
Filings on the tape: 42
First filed: Mar 26, 2014
Latest filed: Mar 29, 2026
Organised: Limited Liability Company, OH
Website: swpconnect.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
MARK M TEPPER	Certified Financial Planner	INDEPENDENCE, OH	17	18	1	no
ANTHONY A ZABIEGALA	n/a	INDEPENDENCE, OH	16	16	n/a	no
DEREK MICHAEL GABRIELSEN	n/a	INDEPENDENCE, OH	14	15	n/a	no
DAVID R ABATE	Certified Financial Planner	INDEPENDENCE, OH	14	20	1	no
NATHAN ANGEL FORRISTAL-GARCIA	Certified Financial Planner	Columbia, MD	8	14	5	no
PETER JAMES BRUNTON	Chartered Financial Analyst	INDEPENDENCE, OH	8	10	n/a	no
NATHAN MICHAEL FISCHER	Chartered Financial Analyst	INDEPENDENCE, OH	5	10	n/a	no
ROBERT JOHN LAMBERT	Chartered Financial Analyst	INDEPENDENCE, OH	4	12	n/a	yes
Matthew Allen Bures	n/a	INDEPENDENCE, OH	3	11	n/a	no
MICHAEL T NOWACKI	n/a	INDEPENDENCE, OH	3	19	1	no
BRIAN EUGENE MARTIN	Certified Financial Planner	INDIANAPOLIS, IN \| INDEPENDENCE, OH	2	37	4	no
RICHARD Robert EICHELDINGER	Certified Financial Planner	INDEPENDENCE, OH	2	12	6	no
TIMOTHY MICHAEL MCGANNON	n/a	ALPHARETTA, GA \| INDEPENDENCE, OH	1	32	1	no
ANTHONY CHRISTIAN GILLAIZEAU	n/a	INDEPENDENCE, OH \| NEWTON, MA	1	22	n/a	no
Samuel Brown Petitjean	n/a	INDEPENDENCE, OH	1	12	1	no
SEAN ALLEN ORICK	n/a	INDEPENDENCE, OH \| St Pertersburg, FL	1	25	5	no
JAVIER ENRIQUE CORDERO CONDE	n/a	San Juan, PR \| INDEPENDENCE, OH	1	22	4	no
Francisco G TexidorFigueroa	n/a	San Juan, PR \| INDEPENDENCE, OH	1	14	1	no
John Douglas Root	n/a	INDEPENDENCE, OH	0	12	n/a	no
JUAN JOSE SANTIAGO MARRERO	n/a	SAN JAUN, PR \| INDEPENDENCE, OH	0	25	2	no
COLE NIKLAUS FRISCHMAN	Certified Financial Planner	INDEPENDENCE, OH	0	10	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
TEPPER, MARK, M	MANAGING PARTNER	D	yes	10/2008	Mar 29, 2026	Mar 29, 2026
Bures, Matthew, Allen	CHIEF COMPLIANCE OFFICER	Na	no	02/2022	Mar 29, 2026	Mar 29, 2026
FISCHER, NATHAN, MICHAEL	CHIEF INVESTMENT OFFICER	B	no	02/2022	Mar 29, 2026	Mar 29, 2026
ZABIEGALA, ANTHONY, A	CHIEF OPERATING OFFICER	B	no	12/2008	Mar 29, 2026	Mar 29, 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
SWP INVESTMENT MANAGEMENT LLC	n/a	Asset manager	$138M	N	yes	n/a
STRATEGIC WEALTH PLANNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	1	no
WALNUT CREEK	CA	United States	1	no
Alpharetta	Ga	United States	1	no
Lexington	Ky	United States	1	no
Newton	Ma	United States	1	no
Columbia	Md	United States	1	no
NEW YORK	NY	United States	1	no
Freemont	Oh	United States	1	no
LAKE OSWEGO	Or	United States	1	no
Dallas	TX	United States	1	no
n/a	n/a	n/a	1	no
Ashland	Oh	United States	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 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$1.6B	$1.6B	24	20	6	n/a	n/a
2024	Mar 31, 2025	$1.3B	$1.3B	19	19	8	n/a	n/a
2023	Mar 26, 2024	$1.1B	$1.1B	23	22	12	n/a	n/a
2022	Mar 31, 2023	$796M	$727M	20	19	8	n/a	n/a
2021	Mar 31, 2022	$721M	$718M	18	9	7	n/a	n/a
2020	Mar 29, 2021	$401M	$399M	13	13	4	n/a	n/a
2019	Mar 30, 2020	$344M	$342M	17	14	7	n/a	n/a
2018	Mar 25, 2019	$287M	$283M	14	12	5	n/a	n/a
2017	Mar 30, 2018	$323M	$317M	19	17	4	n/a	n/a
2016	Mar 6, 2017	$233M	$222M	17	14	n/a	n/a	n/a
2015	Mar 17, 2016	$167M	$155M	18	15	n/a	n/a	n/a
2014	Mar 25, 2015	$140M	$134M	16	13	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	1	0	4.8%	0	0	0	11	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	$1.6B	$1.3B	24.2%	$796M	27.4%	24	19	6	8

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
SAMARA CAPITAL	2	Jul 21, 2025	Jul 31, 2025	LAKE OSWEGO, OR	Team lift out	RIA to new firm	10.5%
INDEPENDENCE WEALTH ADVISORS, LLC	2	Feb 11, 2022	May 14, 2020	INDEPENDENCE, OH	Team lift out	RIA to RIA	15.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Onedigital	2	Oct 8, 2025	Aug 13, 2025	OVERLAND PARK, KS	Team lift out	Other	0.7%

Relationships

Registered with (48)

← COLE NIKLAUS FRISCHMANAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← JUAN JOSE SANTIAGO MARREROAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← John Douglas RootAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← JAVIER ENRIQUE CORDERO CONDEAdvisorregistration: current employment
Aug 13, 2025 to presentfactForm ADV
← Francisco G TexidorFigueroaAdvisorregistration: current employment
Aug 13, 2025 to presentfactForm ADV
← SEAN ALLEN ORICKAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Samuel Brown PetitjeanAdvisorregistration: current employment
Jun 18, 2025 to presentfactForm ADV
← ANTHONY CHRISTIAN GILLAIZEAUAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← TIMOTHY MICHAEL MCGANNONAdvisorregistration: current employment
Oct 11, 2024 to presentfactForm ADV
← RICHARD Robert EICHELDINGERAdvisorregistration: current employment
Mar 10, 2024 to presentfactForm ADV
← BRIAN EUGENE MARTINAdvisorregistration: current employment
Sep 29, 2023 to presentfactForm ADV
← MICHAEL T NOWACKIAdvisorregistration: current employment
Jul 5, 2023 to presentfactForm ADV
← Matthew Allen BuresAdvisorregistration: current employment
Nov 22, 2022 to presentfactForm ADV
← ROBERT JOHN LAMBERTAdvisorregistration: current employment
Aug 5, 2022 to presentfactForm ADV
← NATHAN MICHAEL FISCHERAdvisorregistration: current employment
Jan 25, 2021 to presentfactForm ADV
← PETER JAMES BRUNTONAdvisorregistration: current employment
Nov 21, 2017 to presentfactForm ADV
← NATHAN ANGEL FORRISTAL-GARCIAAdvisorregistration: current employment
Oct 11, 2017 to presentfactForm ADV
← DAVID R ABATEAdvisorregistration: current employment
Apr 23, 2012 to presentfactForm ADV
← DEREK MICHAEL GABRIELSENAdvisorregistration: current employment
Oct 27, 2011 to presentfactForm ADV
← ANTHONY A ZABIEGALAAdvisorregistration: current employment
Jan 4, 2010 to presentfactForm ADV
← MARK M TEPPERAdvisorregistration: current employment
Nov 19, 2008 to presentfactForm ADV
← CHRISTOPHER O'BRIAN JACKSONAdvisorregistration: previous registration
Oct 17, 2022 to Mar 31, 2026factForm ADV
← TASHA IMMACOLATA MAUSSAdvisorregistration: previous registration
May 16, 2021 to Jul 21, 2025factForm ADV
← Andrew Quinten MaussAdvisorregistration: previous registration
Jun 19, 2024 to Jul 21, 2025factForm ADV
← Ryan Kidston MurrayAdvisorregistration: previous registration
Feb 20, 2024 to Jun 27, 2025factForm ADV
← LUCAS CONNER LLOYDAdvisorregistration: previous registration
May 28, 2020 to Mar 14, 2025factForm ADV
← JEROME ALLEN WIGGINSAdvisorregistration: previous registration
Jan 17, 2023 to Jan 3, 2025factForm ADV
← JOSEPH JOHN RUDNICKIAdvisorregistration: previous registration
Feb 20, 2019 to Aug 26, 2024factForm ADV
← RYAN HARRINGTON GROVEAdvisorregistration: previous registration
Dec 26, 2023 to May 24, 2024factForm ADV
← IGNACIO D'WINDTAdvisorregistration: previous registration
Feb 5, 2024 to May 24, 2024factForm ADV
and 18 more

Affiliated with (2)

→ SWP INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← SWP INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Moved with (2)

← ONEDIGITALRegistered adviser2 advisors, team lift out, same day
Oct 8, 2025 to Aug 13, 2025factForm ADV
→ INDEPENDENCE WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Feb 11, 2022 to May 14, 2020factForm ADV

Controls (1)

← TEPPER, MARK, MOwnerMANAGING PARTNER AND SOLE MEMBER, ownership code D, individual
Mar 26, 2014 to Oct 4, 2024factForm ADV

Owns (3)

← ZABIEGALA, ANTHONY, AOwnerCHIEF OPERATING OFFICER, ownership code B, individual
Mar 26, 2014 to Oct 4, 2024factForm ADV
← Bures, Matthew, AllenOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2022 to Oct 4, 2024factForm ADV
← FISCHER, NATHAN, MICHAELOwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Mar 31, 2022 to Oct 4, 2024factForm ADV

Dated events

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

Occurred
Mar 31, 2026
Advisor changed firm
Christopher O'Brian Jackson left Strategic Wealth Partners, Ltd. for Pure Financial Advisors, Llc (registered 2026-04-01)
Form ADVobserved 4 days ago
Occurred
Oct 8, 2025
Team lift-out
2 advisors left Onedigital (Overland Park, KS) for Strategic Wealth Partners, LTD. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 21, 2025
Team lift-out
2 advisors left Strategic Wealth Partners, LTD. (Lake Oswego, OR) for Samara Capital on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 21, 2025
Advisor changed firm
Tasha Immacolata Mauss left Strategic Wealth Partners, Ltd. for Samara Capital (registered 2025-07-25)
Form ADVobserved 4 days ago
Occurred
Jul 21, 2025
Advisor changed firm
Andrew Quinten Mauss left Strategic Wealth Partners, Ltd. for Samara Capital (registered 2025-07-31)
Form ADVobserved 4 days ago
Occurred
Jun 27, 2025
Advisor changed firm
Ryan Kidston Murray left Strategic Wealth Partners, Ltd. for Corient (registered 2025-07-14)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2025
Advisor changed firm
Lucas Conner Lloyd left Strategic Wealth Partners, Ltd. for Lloyd Financial Group Llc (registered 2025-05-27)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2025
Advisor changed firm
Jerome Allen Wiggins left Strategic Wealth Partners, Ltd. for Fisher Investments (registered 2025-01-22)
Form ADVobserved 4 days ago
Occurred
Aug 26, 2024
Advisor changed firm
Joseph John Rudnicki left Strategic Wealth Partners, Ltd. for Fourth Dimension Wealth, Llc (registered 2024-08-17)
Form ADVobserved 4 days ago
Occurred
May 24, 2024
Advisor changed firm
Ryan Harrington Grove left Strategic Wealth Partners, Ltd. for D.B. Root & Company, Llc (registered 2025-03-12)
Form ADVobserved 4 days ago
Occurred
May 24, 2024
Advisor changed firm
Ignacio D'Windt left Strategic Wealth Partners, Ltd. for Sequoia Financial Group, L.L.C. (registered 2024-08-07)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Strategic Wealth Partners, Ltd. reported RAUM $1.1B, up 36% from $795.8M (2023-12-14 to 2024-03-26)
Form ADVobserved 4 days ago
$288M
Occurred
Nov 24, 2023
Advisor changed firm
Colin Edward Symons left Strategic Wealth Partners, Ltd. for Lloyd Financial Group Llc (registered 2025-09-25)
Form ADVobserved 4 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Jordan Howd left Strategic Wealth Partners, Ltd. for Valmark Advisers, Inc. (registered 2023-12-02)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2023
Advisor changed firm
Ryan Mathew Dobroka left Strategic Wealth Partners, Ltd. for Hightower Advisors, Llc (registered 2023-06-07)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Strategic Wealth Partners, Ltd. reported RAUM $721.1M, up 80% from $401.4M (2022-03-10 to 2022-03-31)
Form ADVobserved 4 days ago
$320M
Occurred
Feb 11, 2022
Team lift-out
2 advisors left Strategic Wealth Partners, LTD. (Independence, OH) for Independence Wealth Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 11, 2022
Advisor changed firm
Andrew William Ferraro left Strategic Wealth Partners, Ltd. for Ferraro Wealth Management, Llc (registered 2020-05-27)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2022
Advisor changed firm
Richard Ahrens left Strategic Wealth Partners, Ltd. for Independence Wealth Advisors, Llc (registered 2020-05-05)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2022
Advisor changed firm
Joseph Query left Strategic Wealth Partners, Ltd. for Independence Wealth Advisors, Llc (registered 2020-05-14)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2014
First Form ADV filing
Strategic Wealth Partners, Ltd. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2023
Strategic Wealth Partners, Ltd. reported 19 state-registered advisory representatives, up from 9 (2023-01-06 to 2023-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cce53e21-9685-7a9a-439a-ea2b78e2c5f4
First observed: Mar 26, 2014
Last observed: Mar 29, 2026 5 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.

STRATEGIC WEALTH PARTNERS, LTD.

CRD 148586

INDEPENDENCE, OH

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:cce53e21-9685-7a9a-439a-ea2b78e2c5f4

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK M TEPPER

Certified Financial Planner

INDEPENDENCE, OH

ANTHONY A ZABIEGALA

n/a

INDEPENDENCE, OH

n/a

DEREK MICHAEL GABRIELSEN

n/a

INDEPENDENCE, OH

n/a

DAVID R ABATE

Certified Financial Planner

INDEPENDENCE, OH

NATHAN ANGEL FORRISTAL-GARCIA

Certified Financial Planner

Columbia, MD

PETER JAMES BRUNTON

Chartered Financial Analyst

INDEPENDENCE, OH

n/a

NATHAN MICHAEL FISCHER

Chartered Financial Analyst

INDEPENDENCE, OH

n/a

ROBERT JOHN LAMBERT

Chartered Financial Analyst

INDEPENDENCE, OH

n/a

yes

Matthew Allen Bures

n/a

INDEPENDENCE, OH

n/a

MICHAEL T NOWACKI

n/a

INDEPENDENCE, OH

BRIAN EUGENE MARTIN

Certified Financial Planner

INDIANAPOLIS, IN | INDEPENDENCE, OH

RICHARD Robert EICHELDINGER

Certified Financial Planner

INDEPENDENCE, OH

TIMOTHY MICHAEL MCGANNON

n/a

ALPHARETTA, GA | INDEPENDENCE, OH

ANTHONY CHRISTIAN GILLAIZEAU

n/a

INDEPENDENCE, OH | NEWTON, MA

n/a

Samuel Brown Petitjean

n/a

INDEPENDENCE, OH

SEAN ALLEN ORICK

n/a

INDEPENDENCE, OH | St Pertersburg, FL

JAVIER ENRIQUE CORDERO CONDE

n/a

San Juan, PR | INDEPENDENCE, OH

Francisco G TexidorFigueroa

n/a

San Juan, PR | INDEPENDENCE, OH

John Douglas Root

n/a

INDEPENDENCE, OH

n/a

JUAN JOSE SANTIAGO MARRERO

n/a

SAN JAUN, PR | INDEPENDENCE, OH

COLE NIKLAUS FRISCHMAN

Certified Financial Planner

INDEPENDENCE, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TEPPER, MARK, M

MANAGING PARTNER

yes

10/2008

Mar 29, 2026

Bures, Matthew, Allen

CHIEF COMPLIANCE OFFICER

02/2022

Mar 29, 2026

FISCHER, NATHAN, MICHAEL

CHIEF INVESTMENT OFFICER

02/2022

Mar 29, 2026

ZABIEGALA, ANTHONY, A

CHIEF OPERATING OFFICER

12/2008

Mar 29, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SWP INVESTMENT MANAGEMENT LLC

n/a

Asset manager

$138M

yes

n/a

STRATEGIC WEALTH PLANNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States

WALNUT CREEK

United States

Alpharetta

United States

Lexington

United States

Newton

United States

Columbia

United States

NEW YORK

United States

Freemont

United States

LAKE OSWEGO

United States

Dallas

United States

n/a

Ashland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$1.6B

n/a

2024

Mar 31, 2025

$1.3B

n/a

2023

Mar 26, 2024

$1.1B

n/a

2022

Mar 31, 2023

$796M

$727M

n/a

2021

Mar 31, 2022

$721M

$718M

n/a

2020

Mar 29, 2021

$401M

$399M

n/a

2019

Mar 30, 2020

$344M

$342M

n/a

2018

Mar 25, 2019

$287M

$283M

n/a

2017

Mar 30, 2018

$323M

$317M

n/a

2016

Mar 6, 2017

$233M

$222M

n/a

2015

Mar 17, 2016

$167M

$155M

n/a

2014

Mar 25, 2015

$140M

$134M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

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

24.2%

$796M

27.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAMARA CAPITAL

Jul 21, 2025

Jul 31, 2025

LAKE OSWEGO, OR

Team lift out

RIA to new firm

10.5%

INDEPENDENCE WEALTH ADVISORS, LLC

Feb 11, 2022

May 14, 2020

INDEPENDENCE, OH

Team lift out

RIA to RIA

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Onedigital

Oct 8, 2025

Aug 13, 2025

OVERLAND PARK, KS

Team lift out

Other

0.7%