4270 The Circle At North Hills Street
Suite 200
Raleigh, North Carolina 27609
Tel: 919-874-1900
GUARDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as GUARDIAN WEALTH ADVISORS, LLC. The firm was established in 02/24/2020. They have over 13 offices throughout the country.
GUARDIAN WEALTH ADVISORS, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $1,660,902,219 assets under management, offering retirement planning & investment advisory services to 3670 clients. The firm is staffed with 38 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 305412 |
SEC# | 801-118121 |
Assets Managed by Firm | $1,660,902,219 |
No. of Clients | 3670 |
No. of Advisors | 38 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3670 | $1,660,902,219 |
Individuals (other than high net worth individuals) | 1128 | $244,488,275 |
High net worth individuals | 276 | $809,266,552 |
Pension and profit sharing plans | 106 | $598,611,004 |
Corporations or other businesses | 12 | $8,536,388 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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