DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Larson Financial Group, LLC
Latest filing Mar 13, 2026
First filing on the tape Mar 29, 2012 · 63 filings
SEC status approved since Jun 23, 2010
RAUM
$5.5B
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
99%
$5.4B individuals and HNW
Advisors
68
registered through the firm on IAPD
RAUM per advisor
$80.6M
derived; firm RAUM over IAPD count
Employees
131
68 advisory (5.B.1)
Offices
20
beyond the principal office
Private funds
0
reported on Schedule D
History
63 filings and snapshots on the tape
RAUM$5.5B as of Mar 13, 2026
Mar 29, 2012$114M then
HNW client RAUM$4.4B as of Mar 13, 2026
Mar 31, 2018$658M then
State-registered IARs (5.B.3)68 as of Mar 13, 2026
Mar 29, 20120 then
Employees (5.A)131 as of Mar 13, 2026
Mar 5, 2013116 then
Private funds: no history
RAUM +36% over the last fiscal year+33% a year over threeIARs 57 to 68offices 18 to 20
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $80.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $211,442derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 3.2derived21 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- +19%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,500reportedItem 5.H
- Wrap fee program
- $48.4MreportedItem 5.I
- Custody
- $560M, 1,316 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a broker-dealer (6.A.1)
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.4B81%
- Individuals$1.0B18%
- Charitable organizations$26.7M0.5%
- Pension and profit-sharing plans$15.5M0.3%
- Corporations and businesses$950,3430.0%
- Individual clients
- 3,218reported
- HNW clients
- 1,719reported
- Pension plan clients
- 13reported
- Charitable clients
- 5reported
- Accounts
- 25,926reported
- Financial planning clients
- 1,500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $560M for 1,316 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=68.0derived
Advisors registered through the firm
68 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul Douglas LarsonCertified Financial Planner | Saint Louis, Mo | Jul 19, 2007 | 25 y | 4 |
| Darin Dean Archbold | Saint Louis, Mo | Dec 16, 2009 | 31 y | 1 |
| Jacob John Whipp | Brentwood, Tn | Jan 5, 2010 | 18 y | 1 |
| Anthony Joseph Ferrara | Saint Louis, Mo | Jun 14, 2010 | 24 y | 0 |
| Colin Gregory WiensCertified Financial Planner | Saint Louis, Mo | Dec 13, 2010 | 16 y | 0 |
| Randy Scott MillerCertified Financial Planner | Saint Louis, Mo | Jan 3, 2011 | 22 y | 2 |
| Richard Reid Frith II | Saint Louis, Mo | Jan 13, 2011 | 23 y | 1 |
| Brandon Michael Furlong | Saint Louis, Mo | May 14, 2012 | 17 y | 1 |
| Kenneth Walter Stillings | Lafayette, In | Jul 2, 2012 | 14 y | 0 |
| Brandon Andrew Lochstampfor | St. Charles, Mo | Aug 14, 2012 | 14 y | 0 |
| Kyle Edward Wort | Chesterfield, Mo | Sep 6, 2012 | 17 y | 0 |
| David Franklin Lochstampfor | Saint Louis, Mo | Jan 15, 2013 | 13 y | 0 |
| Derrick Alan Yohe | Jacksonville, Fl | Mar 26, 2013 | 14 y | 0 |
| Noah Dean KuhlmanCertified Financial Planner | Saint Louis, Mo | Jul 17, 2014 | 12 y | 0 |
| Andrew Thomas Baker | Saint Louis, Mo | Jan 2, 2015 | 11 y | 0 |
| Bedford Jonathon Otey | Greer, Sc | Jul 1, 2015 | 11 y | 0 |
| Eric Pio | Fort Wayne, In | Nov 30, 2015 | 11 y | 0 |
| Kacie Jonalyn RogersCertified Financial Planner | Lakeland, Fl | Dec 28, 2015 | 10 y | 0 |
| Brandon Lamar Barfield | Woodstock, Ga | Feb 6, 2017 | 15 y | 1 |
| Kyle James DannerCertified Financial Planner | Saint Louis, Mo | Jun 2, 2017 | 10 y | 0 |
| Brady Kenneth PetersenCertified Financial Planner | Saint Louis, Mo | Dec 20, 2017 | 16 y | 1 |
| Jacob Cleve FisherCertified Financial Planner | Saint Louis, Mo | Feb 23, 2018 | 12 y | 0 |
| Kristin Diane Sullivan | Chesterfield, Mo | May 6, 2019 | 12 y | 2 |
| Michael HermannCertified Financial Planner, Chartered Financial Consultant | Saint Louis, Mo | Mar 25, 2020 | 16 y | 6 |
| Andrew James Shuldheisz | Saint Louis, Mo | Jun 25, 2020 | 10 y | 0 |
| Dylan Donovan | Saint Louis, Mo | Dec 7, 2020 | 11 y | 1 |
| Kemal Neal HallCertified Financial Planner | Saint Louis, Mo | Feb 12, 2021 | 12 y | 0 |
| Jason Michael Schuhmacher | Saint Louis, Mo | Apr 1, 2021 | 13 y | 0 |
| Brent RobbsCertified Financial Planner, Personal Financial Specialist | Saint Louis, Mo | May 12, 2021 | 13 y | 1 |
| Ted L Kirkpatrick | Waterloo, Il | Jul 22, 2021 | 36 y | 1 |
| Jonathan Paul Krueger | Saint Louis, Mo | Jul 26, 2021 | 14 y | 2 |
| Richard Allen VasterlingCertified Financial Planner | Saint Louis, Mo | Oct 1, 2021 | 39 y | 2 |
| Lisa Michele Walt | Saint Louis, Mo | Dec 14, 2021 | 11 y | 1 |
| Matthew Anthony Tully | Saint Louis, Mo | Apr 14, 2022 | 32 y | 6 |
| Alex James Davis | Saint Louis, Mo | Apr 20, 2022 | 15 y | 2 |
| David Thyen | Indianapolis, In | May 2, 2022 | 10 y | 1 |
| Blake David Bredensteiner | Saint Louis, Mo | Jul 29, 2022 | 12 y | 1 |
| Michaela Marie SpeerCertified Financial Planner, Chartered Financial Consultant | Denver, Co | Nov 10, 2022 | 13 y | 1 |
| David C Swan | Omaha, Ne | Nov 23, 2022 | 19 y | 3 |
| James Donald Trebisovsky | Saint Louis, Mo | Mar 6, 2023 | 11 y | 0 |
Advisor movement
5 left, 7 joined in 12 months
net +2 in 12 months0 left in 90 days3 joined in 90 daysdeparture rate 7.4% of current headcount14 left over 36 months
Left, latest
- Michael David Kotila to MML Investors Services, LLCJun 15, 2026 · Affiliated broker-dealer or bank to another
- Andrea Megan Fletcher to Vestia Personal Wealth AdvisorsMay 28, 2026 · Affiliated broker-dealer or bank to independent RIA
- Karl A Feigley to Advisory Services NetworkMay 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dylan Clark to Compound Planning, Inc.Feb 3, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Fischer to Northwestern Mutual Investment Services,LLCNov 18, 2025 · Other
- Connor Jeffrey Oak to Crane Capital Management LLCSep 15, 2025 · Affiliated broker-dealer or bank to a state-registered adviser
- Kolton Rominski to Ausdal Financial Partners, Inc.Sep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- John Nelson Duncan to LPL Enterprise, LLCJul 24, 2025 · Affiliated broker-dealer or bank to another
- Lindsey Boettigheimer to Intrua FinancialApr 25, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Joseph Fernandez to KrilogyDec 6, 2024 · Affiliated broker-dealer or bank to independent RIA
- Dylan Schwartz to Mai Capital Management, LLCAug 12, 2024 · Affiliated broker-dealer or bank to independent RIA
- Amy L Buchheit to Intrua FinancialApr 17, 2024 · Affiliated broker-dealer or bank to another
- Mitchell Alan Wood to Intrua FinancialNov 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- Erin Lee Mutton to Pathway Financial Advisers, LLCNov 17, 2023 · Affiliated broker-dealer or bank to independent RIA
- Philip John Ferrara to Northwestern Mutual Investment Services,LLCMay 30, 2023 · Other
Joined, latest
- Samuel Scott Lawhon from LPL Financial LLCAug 31, 2026 · RIA to affiliated broker-dealer or bank
- Jeffery Patrick Kuhlmann from Edward JonesAug 19, 2026 · Affiliated broker-dealer or bank to another
- Andrew Carley from Empower Advisory Group, LLCAug 19, 2026 · Affiliated broker-dealer or bank to another
- Christopher Peters Tobin from Droms Strauss Wealth ManagementMay 15, 2026 · RIA to affiliated broker-dealer or bank
- Nicole M Fahnestock from Thrivent Investment Management Inc.Mar 13, 2026 · Affiliated broker-dealer or bank to another
- Kevin Thomas Cassidy from Charles Schwab & Co., Inc.Jan 13, 2026 · Affiliated broker-dealer or bank to another
- John Fischer from Mosaic WealthNov 3, 2025 · RIA to affiliated broker-dealer or bank
- Gavin Edward Bizeau from Northwestern Mutual Investment Services,LLCSep 8, 2025 · Other
- Michael David Kotila from LPL Financial LLCJul 28, 2025 · Affiliated broker-dealer or bank to another
- Justin David Nabity from Physicians Thrive Investment Advisors, LLCJul 8, 2025 · Other
- John Nelson Duncan from Transamerica Retirement Advisors, LLCMay 9, 2025 · Affiliated broker-dealer or bank to another
- Justin Rivera from Arq Wealth Advisors, LLCMar 31, 2025 · RIA to affiliated broker-dealer or bank
- Jeffery Schulz from Stifel, Nicolaus & Company, IncorporatedFeb 11, 2025 · Affiliated broker-dealer or bank to another
- Jason Clark from Intrua FinancialJan 21, 2025 · Affiliated broker-dealer or bank to another
- Elizabeth Switzer from Motley Fool Wealth Management, LLCSep 17, 2024 · RIA to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Vestia Personal Wealth AdvisorsJan 2, 2018 · Fort Wayne, In
- 2 left for Vestia Personal Wealth AdvisorsJan 2, 2018 · Saint Louis, Mo
- 6 left for Arete Wealth Advisors, LLCAug 2, 2017 · Saint Louis, Mo
- 2 joined from Physicians Thrive Investment Advisors, LLCFeb 1, 2024 · Elkhorn, Ne
- 3 joined from Midwest Wealth Management Inc.Jul 1, 2022 · Indianapolis, In · Firm absorbed
- 4 joined from Larson Wealth PartnersMar 28, 2022 · Minneapolis, Mn · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Randy Miller · Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
- Gregory Colin Wiens · Presidentcontrolsince 01/2020 · owns less than 5%
- Douglas Paul Larson · Membercontrolsince 12/2011 · owns 75% or more of Larson Financial Holdings, LLC
Entity owners
- Larson Financial Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Intrua Financialinvestment advisernRAUM $1.7B
- Larson Capital Management, LLCinvestment adviserpooled vehicle sponsornRAUM $1.4B
- Larson Commercial Real Estate, LLCinvestment companyn
- Larson Financial Securities, LLCbroker-dealery
- Larson Tax Partners, LLCinsurancen
Advisers that list Larson Financial Group, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Saint Louis, Mo · principal | 68 | 9 | 3 | ||
| Minneapolis, Mn | 7 | 0 | 0 | ||
| Fort Wayne, In | 5 | 1 | 0 | ||
| Indianapolis, In | 5 | 1 | 0 | ||
| St Charles, Mo | 4 | 1 | 0 | ||
| Lakeland, Fl | 4 | 0 | 0 | ||
| Chesterfield, Mo | 3 | 0 | 0 | ||
| Houston, Tx | 3 | 1 | 0 | ||
| Omaha, Ne | 2 | 0 | 0 | ||
| Greenwood Village, Co | 2 | 0 | 0 | ||
| Wayzata, Mn | 1 | 0 | 1 | ||
| Reno, Nv | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- St. Louis, MO5 employees
- Omaha, NE4 employees
- St. Louis Park, MN3 employees
- Fort Wayne, IN3 employees
- Saint Louis, MO2 employees
- Minneapolis, MN2 employees
- Fort Wayne, IN2 employees
- Lakeland, FL2 employees
- Waterloo, IL2 employees
- Jacksonville, FL1 employees
- Rochester, MN1 employees
- Durham, NC1 employees
- Overland Park, KS1 employees
- Coconut Creek, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 13, 2026LARSON, PAUL, DOUGLAS (MEMBER) left Schedule A between the filings of 2020-01-15 and 2026-03-13peers: affiliated wealth managers, $5B to $20B (53)
What changed
consecutive filings, newest first
- Accounts · 24,504 to 25,926Sep 18, 2025 to Mar 13, 2026
- Advisory employees · 57 to 68Sep 18, 2025 to Mar 13, 2026
- BD registered reps · 57 to 68Sep 18, 2025 to Mar 13, 2026
- Corporate clients · 4 to 6Sep 18, 2025 to Mar 13, 2026
- HNW clients · 1,270 to 1,719Sep 18, 2025 to Mar 13, 2026
- Individual clients · 3,346 to 3,218Sep 18, 2025 to Mar 13, 2026
- Pension plan clients · 15 to 13Sep 18, 2025 to Mar 13, 2026
- Assets in custody · $507M to $560MSep 18, 2025 to Mar 13, 2026
- Employees · 115 to 131Sep 18, 2025 to Mar 13, 2026
- State-registered IARs · 57 to 68Sep 18, 2025 to Mar 13, 2026
- Discretionary RAUM · $3.5B to $4.8BSep 18, 2025 to Mar 13, 2026
- HNW RAUM · $3.0B to $4.4BSep 18, 2025 to Mar 13, 2026
- Individual RAUM · $1.0B to $1.0BSep 18, 2025 to Mar 13, 2026
- Non-discretionary RAUM · $545M to $639MSep 18, 2025 to Mar 13, 2026
- Pension RAUM · $16.2M to $15.5MSep 18, 2025 to Mar 13, 2026
- RAUM · $4.0B to $5.5BSep 18, 2025 to Mar 13, 2026
- Other offices · 18 to 20Mar 21, 2025 to Sep 18, 2025
- Accounts · 21,684 to 24,504Aug 28, 2024 to Mar 21, 2025
- Advisory employees · 59 to 57Aug 28, 2024 to Mar 21, 2025
- BD registered reps · 59 to 57Aug 28, 2024 to Mar 21, 2025
- Charity clients · 8 to 5Aug 28, 2024 to Mar 21, 2025
- HNW clients · 835 to 1,270Aug 28, 2024 to Mar 21, 2025
- Individual clients · 3,122 to 3,346Aug 28, 2024 to Mar 21, 2025
- Pension plan clients · 14 to 15Aug 28, 2024 to Mar 21, 2025
- Assets in custody · $434M to $507MAug 28, 2024 to Mar 21, 2025
- Employees · 75 to 115Aug 28, 2024 to Mar 21, 2025
- Financial planning clients · More than 500 to More than 500Aug 28, 2024 to Mar 21, 2025
- State-registered IARs · 59 to 57Aug 28, 2024 to Mar 21, 2025
- Other offices · 14 to 18Aug 28, 2024 to Mar 21, 2025
- Discretionary RAUM · $2.3B to $3.5BAug 28, 2024 to Mar 21, 2025
- HNW RAUM · $1.8B to $3.0BAug 28, 2024 to Mar 21, 2025
- Individual RAUM · $957M to $1.0BAug 28, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $469M to $545MAug 28, 2024 to Mar 21, 2025
- Pension RAUM · $13.5M to $16.2MAug 28, 2024 to Mar 21, 2025
- RAUM · $2.7B to $4.0BAug 28, 2024 to Mar 21, 2025
- Accounts · 20,802 to 21,684Mar 6, 2024 to Mar 20, 2024
- Charity clients · unset to 8.0Mar 6, 2024 to Mar 20, 2024
- HNW clients · 683 to 835Mar 6, 2024 to Mar 20, 2024
- Individual clients · 3,192 to 3,122Mar 6, 2024 to Mar 20, 2024
- Pension plan clients · 62 to 14Mar 6, 2024 to Mar 20, 2024
Signals
60 dated events
- Michael David Kotila left Larson Financial Group, Llc for Mml Investors Services, Llc (registered 2026-06-22)Jun 15, 2026 · Advisor changed firm · fact
- Andrea Megan Fletcher left Larson Financial Group, Llc for Vestia Personal Wealth Advisors (registered 2026-07-09)May 28, 2026 · Advisor changed firm · fact
- Karl A Feigley left Larson Financial Group, Llc for Advisory Services Network (registered 2026-07-31)May 5, 2026 · Advisor changed firm · fact
- Larson Financial Group, Llc reported RAUM $5.5B, up 36% from $4.0B (2025-09-18 to 2026-03-13)Mar 13, 2026 · RAUM change · derived
- Dylan Clark left Larson Financial Group, Llc for Compound Planning, Inc. (registered 2026-05-14)Feb 3, 2026 · Advisor changed firm · fact
- John Fischer left Larson Financial Group, Llc for Northwestern Mutual Investment Services,Llc (registered 2026-01-08)Nov 18, 2025 · Advisor changed firm · fact
- Connor Jeffrey Oak left Larson Financial Group, Llc for Crane Capital Management Llc (registered 2025-09-25)Sep 15, 2025 · Advisor changed firm · fact
- Kolton Rominski left Larson Financial Group, Llc for Ausdal Financial Partners, Inc. (registered 2025-09-15)Sep 8, 2025 · Advisor changed firm · fact
- John Nelson Duncan left Larson Financial Group, Llc for Lpl Enterprise, Llc (registered 2025-08-18)Jul 24, 2025 · Advisor changed firm · fact
- Lindsey Boettigheimer left Larson Financial Group, Llc for Intrua Financial (registered 2025-05-15)Apr 25, 2025 · Advisor changed firm · fact
- Larson Financial Group, Llc reported RAUM $4.0B, up 47% from $2.7B (2024-08-28 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- Brian Joseph Fernandez left Larson Financial Group, Llc for Krilogy (registered 2025-03-03)Dec 6, 2024 · Advisor changed firm · fact
- Dylan Schwartz left Larson Financial Group, Llc for Mai Capital Management, Llc (registered 2024-09-06)Aug 12, 2024 · Advisor changed firm · fact
- Amy L Buchheit left Larson Financial Group, Llc for Intrua Financial (registered 2024-04-18)Apr 17, 2024 · Advisor changed firm · fact
- E Thomas Burch (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Joseph Anthony Ferrara (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Reid Richard Frith Ii (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Michael Brandon Furlong (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Lamar Brandon Barfield (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Alan Derrick Yohe (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Dean Darin Archbold (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Franklin David Lochstampfor (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Edward Kyle Wort (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Walter Kenneth Stillings (Member) no longer on Schedule A of Larson Financial Group, Llc (listed 2024-03-06, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- 2 advisors left Physicians Thrive Investment Advisors, LLC (Elkhorn, NE) for Larson Financial Group, LLC on the same dayFeb 1, 2024 · Team lift-out · derived
- Mitchell Alan Wood left Larson Financial Group, Llc for Intrua Financial (registered 2023-11-20)Nov 20, 2023 · Advisor changed firm · fact
- Erin Lee Mutton left Larson Financial Group, Llc for Pathway Financial Advisers, Llc (registered 2023-11-21)Nov 17, 2023 · Advisor changed firm · fact
- Philip John Ferrara left Larson Financial Group, Llc for Northwestern Mutual Investment Services,Llc (registered 2023-11-06)May 30, 2023 · Advisor changed firm · fact
- Nicholas William Randolph left Larson Financial Group, Llc for Transamerica Retirement Advisors, Llc (registered 2023-07-14)May 8, 2023 · Advisor changed firm · fact
- Joseph D. Insinna left Larson Financial Group, Llc for Fidelity Personal And Workplace Advisors (registered 2023-07-17)May 1, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/larson-financialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- LARSON.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 866.569.2450reportedpublic record, Form ADV, Mar 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $80.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026