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
Cbiz Investment Advisory Services, LLC
Latest filing Mar 20, 2026
First filing on the tape Jan 16, 2017 · 33 filings
SEC status approved since Feb 8, 2017
RAUM
$13B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
5.7%
$727M individuals and HNW
Advisors
91
registered through the firm on IAPD
RAUM per advisor
$140M
derived; firm RAUM over IAPD count
Employees
93
87 advisory (5.B.1)
Offices
23
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$13B as of Mar 20, 2026
Mar 29, 2018$146M then
HNW client RAUM$415M as of Mar 20, 2026
Mar 29, 2018$63.1M then
State-registered IARs (5.B.3)87 as of Mar 20, 2026
Mar 29, 201816 then
Employees (5.A)93 as of Mar 20, 2026
Mar 29, 201832 then
Private funds: no history
RAUM +22% over the last fiscal year+26% a year over threeIARs 79 to 87offices 20 to 23
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $140MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 19derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $4.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 79%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.8derived24 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +10%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.9%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Wrap fee program
- $1.8BreportedItem 5.I
- 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$8.2B74%
- State and municipal entities$1.8B17%
- High-net-worth individuals$415M3.8%
- Individuals$312M2.8%
- Banks and thrifts$178M1.6%
- Charitable organizations$70.5M0.6%
- Corporations and businesses$28.1M0.3%
- Individual clients
- 1,382reported
- HNW clients
- 383reported
- Pension plan clients
- 730reported
- Charitable clients
- 14reported
- Accounts
- 2,850reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.06 fund_share=0.0 institutional_share=0.79 related_bd=true related_bank=false bd_reps=19.0derived
Advisors registered through the firm
76 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Patrick Winchester | Cleveland, Oh | Sep 26, 2017 | 28 y | 2 |
| Michael Bernard GlackinCertified Financial Planner | Media, Pa | May 29, 2018 | 32 y | 3 |
| Richard Christian RitzerCertified Financial Planner | Cleveland, Oh | May 29, 2018 | 15 y | 2 |
| Bradley Patrick Warner | Cleveland, Oh | May 29, 2018 | 23 y | 7 |
| Christopher John Tomlinson | Cleveland, Oh | May 29, 2018 | 29 y | 3 |
| Patricia Marie Cage | Columbia, Md | Oct 9, 2018 | 34 y | 1 |
| Morgan Lee DesalvoCertified Financial Planner | Cleveland, Oh | Dec 19, 2018 | 20 y | 4 |
| Jonathan J Squire | Cleveland, Oh | Dec 20, 2018 | 12 y | 1 |
| Joseph Scott Long | Cleveland, Oh | Dec 20, 2018 | 26 y | 2 |
| Charles Garlin Stout | Boca Raton, Fl | Jan 4, 2019 | 26 y | 1 |
| Martin Barnwell BelChartered Financial Analyst | Cleveland, Oh | Jan 28, 2019 | 32 y | 1 |
| Paula Marie Lewis | Cleveland, Oh | Mar 29, 2019 | 12 y | 1 |
| Robert Alan LongfieldChartered Financial Analyst | Cleveland, Oh | Jul 31, 2019 | 35 y | 2 |
| Jeffrey Forrest BarnesCertified Financial Planner | Memphis, Tn | Jul 31, 2019 | 33 y | 5 |
| Brian L Jones | Cleveland, Oh | Jul 31, 2019 | 34 y | 2 |
| Ian M Janecek | Memphis, Tn | Jul 31, 2019 | 22 y | 2 |
| Scott Alan Arnwine | Memphis, Tn | Jul 31, 2019 | 24 y | 3 |
| Cindy Renea Orr | Kansas City, Mo | Aug 16, 2019 | 33 y | 1 |
| Kalman David Muchnick | Cleveland, Oh | Aug 29, 2019 | 28 y | 4 |
| Patrick G DonnellyCertified Financial Planner, Chartered Financial Analyst | Cleveland, Oh | Sep 24, 2019 | 14 y | 3 |
| Cory Joseph Mccomas | Cleveland, Oh | Sep 26, 2019 | 12 y | 1 |
| Andrew Charles Vanburen | West Conshohocken, Pa | Sep 30, 2019 | 40 y | 2 |
| Karen Susan Roberts | Cleveland, Oh | Oct 7, 2019 | 26 y | 1 |
| Derek Michael Otremba | Cleveland, Oh | Jan 7, 2020 | 29 y | 1 |
| Kerry Jo Ely | Cleveland, Oh | Jan 16, 2020 | 19 y | 1 |
| Alexander James Laikos | Cleveland, Oh | Jan 16, 2020 | 13 y | 1 |
| Karen Barabutes Barta | Martinez, Ca | Feb 18, 2020 | 16 y | 1 |
| Patrick Michael Carroll | Cleveland, Oh | Mar 4, 2020 | 17 y | 1 |
| Jennifer Lynn Tripp | Cleveland, Oh | Mar 13, 2020 | 25 y | 0 |
| John Paul Lupica | Cleveland, Oh | May 12, 2020 | 13 y | 1 |
| Nicholas Paul Bebout | Cleveland, Oh | Jun 17, 2020 | 11 y | 1 |
| James Frederick Harmon | Cleveland, Oh | Jul 9, 2020 | 27 y | 1 |
| Anthony M. Scalfaro | Margate City, Nj | Aug 19, 2020 | 17 y | 1 |
| Jason Benito Ibarra | Atlanta, Ga | Sep 17, 2020 | 26 y | 7 |
| Miles Slocum Fortas | Cleveland, Oh | Sep 23, 2020 | 13 y | 0 |
| Jeffrey Allen Schapel | Cleveland, Oh | Feb 15, 2021 | 22 y | 0 |
| Travis D. Helmich | Cleveland, Oh | Nov 12, 2021 | 13 y | 1 |
| Jacob Charles Adamczyk | Cleveland, Oh | Jan 7, 2022 | 15 y | 2 |
| Joseph Daniel NittingChartered Financial Analyst | Cleveland, Oh | Feb 23, 2022 | 12 y | 0 |
| Justin S Newton | Independence, Oh | Mar 10, 2022 | 20 y | 0 |
Advisor movement
5 left, 11 joined in 12 months
net +6 in 12 months2 left in 90 days6 joined in 90 daysdeparture rate 5.5% of current headcount15 left over 36 months
Left, latest
- Colin Edward Barker to OnedigitalAug 11, 2026 · Other
- Andrew Charles Beck to Usi Securities, Inc.Jul 6, 2026 · Other
- Michael Joseph Heil to Voya Retirement Advisors, LLCApr 7, 2026 · Other
- Ryan Matthew Wehking to Stifel, Nicolaus & Company, IncorporatedMar 27, 2026 · Other
- Blake Montgomery Stevens to Usi Securities, Inc.Nov 4, 2025 · Other
- David Anthony Falcone to Vanguard Advisers, Inc.Jun 17, 2025 · Other
- Anna Rathbun to Grenadilla Advisory LLCApr 14, 2025 · Other
- Christina Marie Gage to Global Retirement Partners LLCMar 14, 2025 · Other
- Bradley Jon Sieniawski to PlanpilotFeb 28, 2025 · Other
- Christine Ann Kalt to Gatepass Capital, LLCJan 17, 2025 · Other
- Stanley Donald Milovancev to Prosperity Capital AdvisorsDec 9, 2024 · Other
- Gregory Tucker Solley to Usi AdvisorsNov 12, 2024 · Other
- Emily Kay Erhart to Clearstead; Clearstead Advisory SolutionsOct 29, 2024 · Other
- Michael Edward Perdzock to Commerce Advisors, LLCJul 2, 2024 · Other
- Brian James Winkels to OnedigitalJul 2, 2024 · Other
Joined, latest
- Brian John Klecan from Usi Securities, Inc.Sep 9, 2026 · Other
- Kevin Michael Zoul from Charles Schwab & Co., Inc.Sep 9, 2026 · Other
- Stephen Douglas Thompson from Voya Financial Advisors, Inc.Aug 31, 2026 · Other
- Scott Adams from Lockton Investment Advisors, LLCJul 2, 2026 · Other
- Julian Simmerman from Cetera Investment Advisers LLCJun 30, 2026 · Other
- Robert Thomas Walsh from Slavic Mutual Funds Management Corp.Jun 23, 2026 · Other
- Ernest Lee Smith from Newsong Capital Management, Inc.Jun 16, 2026 · Other
- Robert Zeidman from Pnc Capital Advisors LLCJun 9, 2026 · Other
- Michael R. Stuart from Ameriprise Financial Services, LLCJun 2, 2026 · Other
- Dominic Depaul Trupiano from OnedigitalMar 9, 2026 · Other
- Nicholas Wayne Kroeger from OnedigitalDec 8, 2025 · Other
- Jennifer Hutchins from Avantax Planning Partners, Inc.Sep 12, 2025 · Other
- Natasha Colleen Dockstader from Gallagher Fiduciary Advisors, LLCSep 2, 2025 · Other
- Peter John Riviello from Mondrian Investment Partners (U.S.), Inc.Aug 14, 2025 · Other
- R Scott Nicholls from Global Retirement Partners LLCJun 17, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 6 joined from Gavion, LLCDec 11, 2019 · Memphis, Tn · Firm absorbed
- 4 joined from Inr Advisory Services, LLCApr 1, 2019 · Media, Pa · Firm absorbed
- 7 joined from Sequoia Financial Group, L.L.C.Dec 31, 2018 · Akron, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mark Christopher Brown · Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- Andrew James King · Presidentcontrolsince 12/2024 · owns less than 5%
- Marie Nancy Mellard · Directorcontrolsince 01/2024 · owns less than 5%
Entity owners
- Cbiz Operations Inc. · Sole Memberdirect · owns 75% or more
- Cbiz, Inc · Sole Ownerindirect · owns 75% or more of Cbiz Operations, Inc. · public reporting company
Related persons
Schedule D 7.A
- Cbiz Retirement Plan Advisory Servicesbroker-dealerinvestment advisernRAUM $8.9M
- Cbiz Incinsuranceinvestment companyLP sponsorreal estatey
Advisers that list Cbiz Investment Advisory Services, LLC as a related person
- 16678 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cleveland, Oh · principal | 67 | 7 | 1 | ||
| Memphis, Tn | 7 | 0 | 0 | ||
| Media, Pa | 7 | 0 | 0 | ||
| Cumberland, Md | 7 | 0 | 0 | ||
| Kansas City, Mo | 7 | 2 | 1 | ||
| Indianapolis, In | 4 | 2 | 0 | ||
| Boca Raton, Fl | 3 | 2 | 0 | ||
| Independence, Oh | 3 | 1 | 0 | ||
| Maitland, Fl | 3 | 1 | 0 | ||
| Phoenix, Az | 3 | 0 | 1 | ||
| Columbia, Md | 2 | 0 | 0 | ||
| Chesterfield, Mo | 2 | 1 | 0 | ||
| San Jose, Ca | 2 | 0 | 0 | ||
| Denver, Co | 2 | 1 | 0 | ||
| West Conshohocken, Pa | 1 | 0 | 0 | ||
| Tuscon, Az | 0 | 0 | 0 | ||
| St Louis, Mo | 0 | 0 | 1 | ||
| Tucson, Az | 0 | 0 | 0 | ||
| Minneapolis, Mn | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Memphis, TN8 employees
- Cumberland, MD6 employees
- Media, PA5 employees
- Kansas City, MO5 employees
- West Conshohocken, PA3 employees
- Maitland, FL3 employees
- Phoenix, AZ3 employees
- Minneapolis, MN2 employees
- Tucson, AZ2 employees
- San Jose, CA2 employees
- St. Louis, MO2 employees
- Columbia, MD2 employees
- Denver, CO2 employees
- Pleasant Hill, CA1 employees
- Philadelphia, PA1 employees
- Boston, MA1 employees
- Boca Raton, FL1 employees
- Atlanta, GA1 employees
- Indianapolis, IN1 employees
- Woodstock, GA1 employees
What changed
consecutive filings, newest first
- Accounts · 2,658 to 2,850Mar 27, 2025 to Mar 20, 2026
- Advisory employees · 80 to 87Mar 27, 2025 to Mar 20, 2026
- Charity clients · 6 to 14Mar 27, 2025 to Mar 20, 2026
- HNW clients · 397 to 383Mar 27, 2025 to Mar 20, 2026
- Individual clients · 1,269 to 1,382Mar 27, 2025 to Mar 20, 2026
- Pension plan clients · 669 to 730Mar 27, 2025 to Mar 20, 2026
- Employees · 86 to 93Mar 27, 2025 to Mar 20, 2026
- Financial planning clients · 0 to 1-10Mar 27, 2025 to Mar 20, 2026
- State-registered IARs · 79 to 87Mar 27, 2025 to Mar 20, 2026
- Other offices · 20 to 23Mar 27, 2025 to Mar 20, 2026
- Discretionary RAUM · $10B to $13BMar 27, 2025 to Mar 20, 2026
- HNW RAUM · $439M to $415MMar 27, 2025 to Mar 20, 2026
- Individual RAUM · $243M to $312MMar 27, 2025 to Mar 20, 2026
- Pension RAUM · $6.5B to $8.2BMar 27, 2025 to Mar 20, 2026
- RAUM · $10B to $13BMar 27, 2025 to Mar 20, 2026
- Accounts · 2,257 to 2,658Dec 19, 2024 to Mar 27, 2025
- Advisory employees · 86 to 80Dec 19, 2024 to Mar 27, 2025
- Charity clients · 5 to 6Dec 19, 2024 to Mar 27, 2025
- Corporate clients · 10 to 14Dec 19, 2024 to Mar 27, 2025
- HNW clients · 245 to 397Dec 19, 2024 to Mar 27, 2025
- Individual clients · 1,124 to 1,269Dec 19, 2024 to Mar 27, 2025
- Pension plan clients · 613 to 669Dec 19, 2024 to Mar 27, 2025
- Employees · 94 to 86Dec 19, 2024 to Mar 27, 2025
- Insurance-licensed employees · 21 to 17Dec 19, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Dec 19, 2024 to Mar 27, 2025
- State-registered IARs · 84 to 79Dec 19, 2024 to Mar 27, 2025
- Discretionary RAUM · $8.9B to $10BDec 19, 2024 to Mar 27, 2025
- HNW RAUM · $264M to $439MDec 19, 2024 to Mar 27, 2025
- Individual RAUM · $203M to $243MDec 19, 2024 to Mar 27, 2025
- Pension RAUM · $5.5B to $6.5BDec 19, 2024 to Mar 27, 2025
- RAUM · $8.9B to $10BDec 19, 2024 to Mar 27, 2025
- Accounts · 2,122 to 2,257Nov 2, 2023 to Mar 22, 2024
- Advisory activities · 7 to 8Nov 2, 2023 to Mar 22, 2024
- BD registered reps · 21 to 19Nov 2, 2023 to Mar 22, 2024
- Corporate clients · 11 to 10Nov 2, 2023 to Mar 22, 2024
- HNW clients · 289 to 245Nov 2, 2023 to Mar 22, 2024
- Individual clients · 1,019 to 1,124Nov 2, 2023 to Mar 22, 2024
- Pension plan clients · 570 to 613Nov 2, 2023 to Mar 22, 2024
- Employees · 91 to 94Nov 2, 2023 to Mar 22, 2024
- Insurance-licensed employees · 24 to 21Nov 2, 2023 to Mar 22, 2024
Signals
41 dated events
- Colin Edward Barker left Cbiz Investment Advisory Services, Llc for Onedigital (registered 2026-08-16)Aug 11, 2026 · Advisor changed firm · fact
- Andrew Charles Beck left Cbiz Investment Advisory Services, Llc for Usi Securities, Inc. (registered 2026-09-02)Jul 6, 2026 · Advisor changed firm · fact
- Michael Joseph Heil left Cbiz Investment Advisory Services, Llc for Voya Retirement Advisors, Llc (registered 2026-07-29)Apr 7, 2026 · Advisor changed firm · fact
- Ryan Matthew Wehking left Cbiz Investment Advisory Services, Llc for Stifel, Nicolaus & Company, Incorporated (registered 2026-03-31)Mar 27, 2026 · Advisor changed firm · fact
- Blake Montgomery Stevens left Cbiz Investment Advisory Services, Llc for Usi Securities, Inc. (registered 2025-12-01)Nov 4, 2025 · Advisor changed firm · fact
- David Anthony Falcone left Cbiz Investment Advisory Services, Llc for Vanguard Advisers, Inc. (registered 2025-07-16)Jun 17, 2025 · Advisor changed firm · fact
- Anna Rathbun left Cbiz Investment Advisory Services, Llc for Grenadilla Advisory Llc (registered 2025-06-12)Apr 14, 2025 · Advisor changed firm · fact
- Christina Marie Gage left Cbiz Investment Advisory Services, Llc for Global Retirement Partners Llc (registered 2025-06-02)Mar 14, 2025 · Advisor changed firm · fact
- Bradley Jon Sieniawski left Cbiz Investment Advisory Services, Llc for Planpilot (registered 2025-03-25)Feb 28, 2025 · Advisor changed firm · fact
- Christine Ann Kalt left Cbiz Investment Advisory Services, Llc for Gatepass Capital, Llc (registered 2025-02-28)Jan 17, 2025 · Advisor changed firm · fact
- Donald Stanley Milovancev (President) no longer on Schedule A of Cbiz Investment Advisory Services, Llc (listed 2024-08-09, absent 2024-12-19)Dec 19, 2024 · Control person left · inference
- Andrew James King (President) appeared on Schedule A of Cbiz Investment Advisory Services, LlcDec 19, 2024 · Control person joined · fact
- Stanley Donald Milovancev left Cbiz Investment Advisory Services, Llc for Prosperity Capital Advisors (registered 2025-11-24)Dec 9, 2024 · Advisor changed firm · fact
- Gregory Tucker Solley left Cbiz Investment Advisory Services, Llc for Usi Advisors (registered 2025-01-03)Nov 12, 2024 · Advisor changed firm · fact
- Emily Kay Erhart left Cbiz Investment Advisory Services, Llc for Clearstead; Clearstead Advisory Solutions (registered 2024-11-20)Oct 29, 2024 · Advisor changed firm · fact
- Michael Edward Perdzock left Cbiz Investment Advisory Services, Llc for Commerce Advisors, Llc (registered 2026-07-29)Jul 2, 2024 · Advisor changed firm · fact
- Brian James Winkels left Cbiz Investment Advisory Services, Llc for Onedigital (registered 2025-01-28)Jul 2, 2024 · Advisor changed firm · fact
- Cbiz Investment Advisory Services, Llc reported RAUM $8.9B, up 37% from $6.5B (2023-11-02 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- Marie Nancy Mellard (Director) appeared on Schedule A of Cbiz Investment Advisory Services, LlcMar 22, 2024 · Control person joined · fact
- Donald Stanley Milovancev (President) appeared on Schedule A of Cbiz Investment Advisory Services, LlcMar 22, 2024 · Control person joined · fact
- Joseph John Geffert (Manager) no longer on Schedule A of Cbiz Investment Advisory Services, Llc (listed 2023-11-02, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Edward Brian Dean (President) no longer on Schedule A of Cbiz Investment Advisory Services, Llc (listed 2023-11-02, absent 2024-03-22)Mar 22, 2024 · Control person left · inference
- Roberto David Lopez left Cbiz Investment Advisory Services, Llc for Nationwide Investment Advisors, Llc (registered 2023-08-18)Jun 14, 2023 · Advisor changed firm · fact
- Prashant J Ravani left Cbiz Investment Advisory Services, Llc for World Investment Advisors, Llc (registered 2023-04-07)Apr 5, 2023 · Advisor changed firm · fact
- Sarah Lynn Cathey left Cbiz Investment Advisory Services, Llc for Captrust (registered 2023-03-28)Feb 24, 2023 · Advisor changed firm · fact
- Scott Bruce Robison left Cbiz Investment Advisory Services, Llc for Cetera Advisor Networks Llc (registered 2022-09-09)Sep 20, 2022 · Advisor changed firm · fact
- Colin Michael Rogers left Cbiz Investment Advisory Services, Llc for Cap Strat (registered 2024-08-30)Sep 7, 2022 · Advisor changed firm · fact
- Kimberly Lynn Oros left Cbiz Investment Advisory Services, Llc for Empower Advisory Group, Llc (registered 2022-03-10)Feb 11, 2022 · Advisor changed firm · fact
- Molly Diane Magnuson left Cbiz Investment Advisory Services, Llc for Intellicents Investment Solutions Inc (registered 2022-01-25)Feb 7, 2022 · Advisor changed firm · fact
- Mark Christopher Brown (Chief Compliance Officer) appeared on Schedule A of Cbiz Investment Advisory Services, LlcNov 30, 2021 · Control person joined · 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
- Principal office phone
- 216-447-9000reportedpublic record, Form ADV, Mar 20, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $140Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026