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
United Brokerage Services Inc
Legal name United Brokerage Services, Inc
Latest filing Apr 10, 2026
First filing on the tape Dec 22, 2014 · 33 filings
SEC status approved since Jan 9, 2015
RAUM
$372M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
93%
$348M individuals and HNW
Advisors
56
registered through the firm on IAPD
RAUM per advisor
$6.6M
derived; firm RAUM over IAPD count
Employees
95
55 advisory (5.B.1)
Offices
80
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$372M as of Apr 10, 2026
Mar 31, 2015$108M then
HNW client RAUM$61.5M as of Apr 10, 2026
Mar 27, 2018$19.3M then
State-registered IARs (5.B.3)55 as of Apr 10, 2026
Mar 31, 201538 then
Employees (5.A)95 as of Apr 10, 2026
Mar 31, 201580 then
Private funds: no history
RAUM -4.3% over the last fiscal year+18% a year over threeIARs 53 to 55offices 79 to 80
Practice profile
derived from the filing of Apr 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- 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)
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $6.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $267,823derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 0.7derived81 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +3.8%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -28%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$286M77%
- High-net-worth individuals$61.5M17%
- Corporations and businesses$24.4M6.6%
- Individual clients
- 1,319reported
- HNW clients
- 49reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,390reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=70.0derived
Advisors registered through the firm
56 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ami Lee Shaver | Parkersburg, Wv | Feb 16, 1999 | 30 y | 0 |
| Robert Jerry Brewster | Ceredo, Wv | Jun 16, 2005 | 22 y | 0 |
| Adam Kyle Stewart | Martinsburg, Wv | Aug 10, 2006 | 20 y | 0 |
| Andrew John Mccully | Vienna, Va | Jan 16, 2007 | 20 y | 1 |
| Nathaniel A Butler | Parkersburg, Wv | Mar 20, 2008 | 19 y | 1 |
| Peter Trageser Warren | Martinsburg, Wv | Jan 4, 2013 | 15 y | 1 |
| Todd Edward Loyal | Uniontown, Pa | Apr 5, 2013 | 25 y | 1 |
| Micheal Len Earl | Parkersburg, Wv | Jan 29, 2014 | 25 y | 0 |
| Michael Fillers Bolen | Alexandria, Va | Feb 14, 2014 | 33 y | 3 |
| Rossitsa V Getskova | Charleston, Wv | Mar 31, 2015 | 21 y | 1 |
| Gregory Allen Dennis | Ripley, Wv | Oct 27, 2015 | 27 y | 2 |
| Amanda D. V. Giangola | Front Royal, Va | Jan 8, 2016 | 12 y | 0 |
| Eric Scott Pritt | Big Chimney, Wv | Jan 25, 2016 | 17 y | 4 |
| Brian Patrick Dean | Morgantown, Wv | Jan 25, 2016 | 26 y | 4 |
| Tristan William Hawkins | Vienna, Va | Mar 14, 2016 | 25 y | 4 |
| Matthew Lee Humphrey | Vienna, Va | Aug 24, 2016 | 13 y | 0 |
| Corey Adam Browning | Fayetteville, Wv | Oct 6, 2016 | 20 y | 0 |
| Stephen Craig Nelson | Manassas, Va | May 2, 2017 | 39 y | 1 |
| Thomas James Mudlaff | Vienna, Va | Dec 11, 2017 | 33 y | 3 |
| Omid Heidar Sanie | Vienna, Va | Mar 26, 2018 | 12 y | 3 |
| Christopher Neil Williams | Washington, Nc | Mar 27, 2018 | 28 y | 2 |
| Manuel Martin MoralCertified Financial Planner | Rockville, Md | Apr 16, 2018 | 21 y | 3 |
| John Brewster Stevens | Hagerstown, Md | Mar 7, 2019 | 35 y | 3 |
| Joseph Vincent Carter | Vienna, Va | Sep 4, 2019 | 29 y | 0 |
| Robin Biddy Radovich | Lincolnton, Nc | Jul 1, 2020 | 23 y | 2 |
| Benjamin Bradstreet Frazier | Garden City, Sc | Aug 3, 2020 | 19 y | 4 |
| Shane Andrew Marrone | Martinsburg, Wv | Aug 21, 2020 | 13 y | 0 |
| Lindsay Diehl Green | Parkersburg, Wv | Nov 18, 2020 | 16 y | 0 |
| Samuel Dyk Hershberger | Lincolnton, Nc | Jan 19, 2021 | 39 y | 5 |
| Nicholas Digiorgio | Charlottesville, Va | Mar 25, 2021 | 10 y | 1 |
| Lori Milner Pointer | Parkersburg, Wv | Apr 2, 2021 | 10 y | 2 |
| Nicholas Masih | Arlington, Va | Jul 26, 2021 | 11 y | 0 |
| Joshua Lee Mcbride | Parkersburg, Wv | Oct 25, 2021 | 18 y | 5 |
| Jody David Bruce | Glen Allen, Va | Mar 16, 2022 | 26 y | 4 |
| Brian William Karg | Sunset Beach, Nc | Apr 12, 2022 | 16 y | 1 |
| Eric Spencer Humphrey | Parkersburg, Wv | Jul 8, 2022 | 13 y | 0 |
| Joseph William KantakevichCertified Financial Planner | Washington, Dc | Sep 13, 2022 | 17 y | 4 |
| John Richard Currier | Charlotte, Nc | Apr 4, 2023 | 29 y | 1 |
| David Anthony Dutton | Fayetteville, Nc | Apr 6, 2023 | 12 y | 1 |
| Todd William Jorgenson | Ashburn, Va | Jun 14, 2023 | 13 y | 0 |
Advisor movement
3 left, 13 joined in 12 months
net +10 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 5.4% of current headcount12 left over 36 months
Left, latest
- Malcolm Jews to LPL Financial LLCJun 22, 2026 · Affiliated broker-dealer or bank to another
- Jason Edward May to Edward JonesMay 22, 2026 · Affiliated broker-dealer or bank to another
- Daniel Lee Starling to First Citizens Investor Services, Inc.Mar 31, 2026 · Affiliated broker-dealer or bank to another
- Scott Soenen to Td Private Client Wealth LLCAug 26, 2025 · Affiliated broker-dealer or bank to another
- Christopher Staten to Morgan StanleyJul 10, 2025 · Affiliated broker-dealer or bank to wirehouse
- Ronald Bradford Burley to LPL Financial LLCOct 16, 2024 · Affiliated broker-dealer or bank to another
- Scott Matthew Molina to Advisory Services NetworkFeb 16, 2024 · Affiliated broker-dealer or bank to independent RIA
- James Shannon Morris to Mma Securities LLCDec 15, 2023 · Other
- Karl Patrick Tweardy to Fidelity Personal And Workplace AdvisorsDec 15, 2023 · Affiliated broker-dealer or bank to another
- Jessi Elizabeth Mills to Morgan StanleyDec 15, 2023 · Affiliated broker-dealer or bank to wirehouse
- Mark Allen Stull to Janney Montgomery Scott LLCDec 15, 2023 · Affiliated broker-dealer or bank to another
- Jason Whiteman to Pnc Wealth ManagementSep 29, 2023 · Affiliated broker-dealer or bank to another
- Eric A Group to Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 26, 2023 · Affiliated broker-dealer or bank to wirehouse
- Melissa Anne Blankenship to Raymond James Financial Services Advisors, IncDec 20, 2022 · Affiliated broker-dealer or bank to another
- Royeen Ahmad Sanie to J.P. Morgan Securities LLCSep 12, 2022 · Affiliated broker-dealer or bank to wirehouse
Joined, latest
- Jonathan Brian Mcdougald from Wells Fargo AdvisorsJun 8, 2026 · Wirehouse to affiliated broker-dealer or bank
- Anis Anthony Eghterafi from Wells Fargo AdvisorsJun 5, 2026 · Wirehouse to affiliated broker-dealer or bank
- Shania Mason from Equitable Advisors, LLCMay 4, 2026 · Affiliated broker-dealer or bank to another
- John Andrew Hawkins from First Horizon Advisors, IncApr 30, 2026 · RIA to affiliated broker-dealer or bank
- Carlos Delgado-Mejia from Td Private Client Wealth LLCApr 30, 2026 · Affiliated broker-dealer or bank to another
- Matthew E. Ambrosio from Strategic Advisers LLCApr 8, 2026 · Affiliated broker-dealer or bank to another
- Bilal Qaiser from Td Private Client Wealth LLCMar 20, 2026 · Affiliated broker-dealer or bank to another
- William Rainwater from Truist Advisory Services, Inc.Mar 10, 2026 · Affiliated broker-dealer or bank to another
- Jonathan Eric Schnell from Advice And Planning ServicesDec 23, 2025 · Affiliated broker-dealer or bank to another
- Jonathan David Matuszkiewicz from J. W. Cole Advisors, Inc.Nov 17, 2025 · Affiliated broker-dealer or bank to another
- William Wright Miller from Equitable Advisors, LLCNov 3, 2025 · Affiliated broker-dealer or bank to another
- Malcolm Jews from Truist Advisory Services, Inc.Oct 21, 2025 · Affiliated broker-dealer or bank to another
- Ivan Edwin Magalit from Thrivent Investment Management Inc.Oct 17, 2025 · Affiliated broker-dealer or bank to another
- Melanie Roberts from Equitable Advisors, LLCJan 16, 2025 · Affiliated broker-dealer or bank to another
- Shuron Morton from Pnc Wealth ManagementJul 25, 2024 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 25, 2015 · Charleston, Wv
- 2 joined from Capital One Advisors, LLCMar 26, 2018 · Mclean, Va
- 2 joined from Capital One Advisors, LLCMar 26, 2018 · Seattle, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Richard Matthew Jr Adams · Chairman Of The Board/Directorcontrolsince 10/1998 · owns less than 5%
- Matthew Lee Humphrey · Chief Executive Officer/Directorcontrolsince 01/2017 · owns less than 5%
- Ami Lee Shaver · Directorcontrolsince 03/2002 · owns less than 5%
- Angie Marie Board · Finopsince 03/2016 · owns less than 5%
- Micheal Len Earl · Chief Compliance Officersince 03/2015 · owns less than 5%
- Julie Ritchie Gurtis · Directorsince 03/2015 · owns less than 5%
- Donald Frederick Mock · Directorsince 01/2020 · owns less than 5%
- Thomas James Mudlaff · Chief Operations Officersince 12/2017 · owns less than 5%
- Frank Kevin Reynolds · Directorsince 01/2020 · owns less than 5%
- Mark Allen Stull · Sales Managersince 02/2020 · owns less than 5%
Entity owners
- United Bank · Indirect Ownerindirect · owns 75% or more of United Asset Management Corp
- United Bankshares, Inc. · Indirect Ownerindirect · owns 75% or more of United Bank
- United Asset Management Corp. · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vienna, Va | 8 | 1 | 0 | ||
| Parkersburg, Wv · principal | 7 | 0 | 0 | ||
| Washington, Dc | 6 | 2 | 1 | ||
| Ashburn, Va | 3 | 1 | 0 | ||
| Martinsburg, Wv | 3 | 0 | 0 | ||
| Raleigh, Nc | 3 | 2 | 0 | ||
| Charleston, Wv | 3 | 1 | 0 | ||
| Fredericksburg, Va | 3 | 1 | 0 | ||
| Lincolnton, Nc | 2 | 0 | 0 | ||
| Mclean, Va | 2 | 0 | 0 | ||
| Morgantown, Wv | 2 | 1 | 0 | ||
| Myrtle Beach, Sc | 2 | 1 | 0 | ||
| Richmond, Va | 2 | 1 | 0 | ||
| Rocky Mount, Nc | 2 | 1 | 0 | ||
| Arlington, Va | 2 | 0 | 0 | ||
| Charlotte, Nc | 2 | 1 | 0 | ||
| Duluth, Ga | 2 | 1 | 0 | ||
| Durham, Nc | 2 | 1 | 1 | ||
| Fairfax, Va | 2 | 0 | 0 | ||
| Fayetteville, Nc | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Charleston, WV5 employees
- Bethesda, MD4 employees
- Arlington, VA3 employees
- Charlottesville, VA3 employees
- Fairfax, VA3 employees
- Beckley, WV2 employees
- Moundsville, WV2 employees
- Mclean, VA2 employees
- Rockville, MD2 employees
- Vienna, VA2 employees
- Washiington, DC2 employees
- Wheeling, WV2 employees
- Martinsburg, WV1 employees
- Vienna, WV1 employees
- Charles Town, WV1 employees
- Weirton, WV1 employees
- Ripley, WV1 employees
- Uniontown, PA1 employees
- Hagerstown, WV1 employees
- Charleston, WV1 employees
- Summersville, WV1 employees
- Vienna, VA1 employees
- Dunbar, WV1 employees
- Uniontown, PA1 employees
- Morgantown, WV1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Apr 10, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $389,130,559 to $372,273,451, advisors 53 to 55, private clients 1889 to 1368, offices 79 to 80 (2025-04-04 to 2026-04-10)peers: affiliated wealth managers (187)
What changed
consecutive filings, newest first
- Accounts · 1,889 to 1,390Apr 4, 2025 to Mar 30, 2026
- Advisory employees · 53 to 55Apr 4, 2025 to Mar 30, 2026
- Corporate clients · 15 to 22Apr 4, 2025 to Mar 30, 2026
- HNW clients · 38 to 49Apr 4, 2025 to Mar 30, 2026
- Individual clients · 1,851 to 1,319Apr 4, 2025 to Mar 30, 2026
- Employees · 101 to 95Apr 4, 2025 to Mar 30, 2026
- State-registered IARs · 53 to 55Apr 4, 2025 to Mar 30, 2026
- Other offices · 79 to 80Apr 4, 2025 to Mar 30, 2026
- HNW RAUM · $40.8M to $61.5MApr 4, 2025 to Mar 30, 2026
- Individual RAUM · $330M to $286MApr 4, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $389M to $372MApr 4, 2025 to Mar 30, 2026
- RAUM · $389M to $372MApr 4, 2025 to Mar 30, 2026
- Accounts · 790 to 1,889Mar 26, 2024 to Apr 4, 2025
- Advisory activities · 3 to 2Mar 26, 2024 to Apr 4, 2025
- Corporate clients · unset to 15.0Mar 26, 2024 to Apr 4, 2025
- HNW clients · 16 to 38Mar 26, 2024 to Apr 4, 2025
- Individual clients · 774 to 1,851Mar 26, 2024 to Apr 4, 2025
- Financial planning clients · 0 to 0Mar 26, 2024 to Apr 4, 2025
- HNW RAUM · $12.1M to $40.8MMar 26, 2024 to Apr 4, 2025
- Individual RAUM · $238M to $330MMar 26, 2024 to Apr 4, 2025
- Non-discretionary RAUM · $250M to $389MMar 26, 2024 to Apr 4, 2025
- RAUM · $250M to $389MMar 26, 2024 to Apr 4, 2025
- Wrap assets (manager) · 0.0 to unsetMar 26, 2024 to Apr 4, 2025
- Wrap assets (sponsor) · 249745685.0 to unsetMar 26, 2024 to Apr 4, 2025
- Accounts · 953 to 790Sep 5, 2023 to Mar 26, 2024
- Advisory employees · 47 to 53Sep 5, 2023 to Mar 26, 2024
- BD registered reps · 65 to 70Sep 5, 2023 to Mar 26, 2024
- HNW clients · unset to 16.0Sep 5, 2023 to Mar 26, 2024
- Individual clients · 953 to 774Sep 5, 2023 to Mar 26, 2024
- Employees · 100 to 101Sep 5, 2023 to Mar 26, 2024
- State-registered IARs · 58 to 53Sep 5, 2023 to Mar 26, 2024
- HNW RAUM · unset to 12062356.0Sep 5, 2023 to Mar 26, 2024
- Individual RAUM · $229M to $238MSep 5, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $229M to $250MSep 5, 2023 to Mar 26, 2024
- RAUM · $229M to $250MSep 5, 2023 to Mar 26, 2024
- Wrap assets (sponsor) · $154M to $250MSep 5, 2023 to Mar 26, 2024
- Accounts · 1,477 to 953Jul 8, 2022 to Mar 31, 2023
- Individual clients · 1,477 to 953Jul 8, 2022 to Mar 31, 2023
- Employees · 108 to 100Jul 8, 2022 to Mar 31, 2023
- Other offices · 72 to 79Jul 8, 2022 to Mar 31, 2023
Signals
24 dated events
- Malcolm Jews left United Brokerage Services Inc for Lpl Financial Llc (registered 2026-06-09)Jun 22, 2026 · Advisor changed firm · fact
- Jason Edward May left United Brokerage Services Inc for Edward Jones (registered 2026-04-24)May 22, 2026 · Advisor changed firm · fact
- Daniel Lee Starling left United Brokerage Services Inc for First Citizens Investor Services, Inc. (registered 2026-04-22)Mar 31, 2026 · Advisor changed firm · fact
- Scott Soenen left United Brokerage Services Inc for Td Private Client Wealth Llc (registered 2025-08-29)Aug 26, 2025 · Advisor changed firm · fact
- Christopher Staten left United Brokerage Services Inc for Morgan Stanley (registered 2025-06-27)Jul 10, 2025 · Advisor changed firm · fact
- United Brokerage Services Inc reported RAUM $389.1M, up 56% from $249.7M (2024-03-26 to 2025-04-04)Apr 4, 2025 · RAUM change · derived
- Ronald Bradford Burley left United Brokerage Services Inc for Lpl Financial Llc (registered 2025-02-10)Oct 16, 2024 · Advisor changed firm · fact
- Scott Matthew Molina left United Brokerage Services Inc for Advisory Services Network (registered 2024-01-26)Feb 16, 2024 · Advisor changed firm · fact
- Jessi Elizabeth Mills left United Brokerage Services Inc for Morgan Stanley (registered 2024-01-17)Dec 15, 2023 · Advisor changed firm · fact
- Karl Patrick Tweardy left United Brokerage Services Inc for Fidelity Personal And Workplace Advisors (registered 2024-02-14)Dec 15, 2023 · Advisor changed firm · fact
- Mark Allen Stull left United Brokerage Services Inc for Janney Montgomery Scott Llc (registered 2023-12-15)Dec 15, 2023 · Advisor changed firm · fact
- James Shannon Morris left United Brokerage Services Inc for Mma Securities Llc (registered 2023-12-20)Dec 15, 2023 · Advisor changed firm · fact
- Jason Whiteman left United Brokerage Services Inc for Pnc Wealth Management (registered 2024-01-17)Sep 29, 2023 · Advisor changed firm · fact
- United Brokerage Services Inc reported 79 offices beyond its principal office, up from 72 (2022-07-08 to 2023-03-31)Mar 31, 2023 · Office count change · derived
- Eric A Group left United Brokerage Services Inc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-03-20)Jan 26, 2023 · Advisor changed firm · fact
- Melissa Anne Blankenship left United Brokerage Services Inc for Raymond James Financial Services Advisors, Inc (registered 2023-01-13)Dec 20, 2022 · Advisor changed firm · fact
- Royeen Ahmad Sanie left United Brokerage Services Inc for J.P. Morgan Securities Llc (registered 2022-09-12)Sep 12, 2022 · Advisor changed firm · fact
- Bradley Mitchell Curelop left United Brokerage Services Inc for Pnc Wealth Management (registered 2022-04-20)Apr 21, 2022 · Advisor changed firm · fact
- Matthew T Melton left United Brokerage Services Inc for Edward Jones (registered 2022-06-03)Apr 1, 2022 · Advisor changed firm · fact
- United Brokerage Services Inc reported 58 state-registered advisory representatives, up from 44 (2021-03-29 to 2022-03-31)Mar 31, 2022 · Advisor headcount change · derived
- United Brokerage Services Inc reported 72 offices beyond its principal office, up from 65 (2020-06-29 to 2021-03-29)Mar 29, 2021 · Office count change · derived
- United Brokerage Services Inc reported 44 state-registered advisory representatives, up from 34 (2020-06-29 to 2021-03-29)Mar 29, 2021 · Advisor headcount change · derived
- United Brokerage Services Inc reported 61 offices beyond its principal office, up from 47 (2018-03-27 to 2019-03-29)Mar 29, 2019 · Office count change · derived
- United Brokerage Services Inc filed its initial SEC registration (Form ADV)Dec 22, 2014 · First SEC registration · 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
- Website
- UNITED-BROKERAGE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 888-424-6158reportedpublic record, Form ADV, Apr 10, 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
- $6.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026