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| Happy Holidays!! thanks for using AUM13F!! |
| Jonathan Roberts Advisory Group Inc
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| CRD # | 112294 |
| SEC # | 801-60722 |
| CIK # | |
| AUM | $7.2 B (2025-06-30) |
| Employees | 512 (85% Investors, 89% Brokers) |
| Phone | 813-935-6776 |
| Address | 4301 Anchor Plaza Parkway Tampa, FL 33634 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27,626 | 4.6 |
| (b) Individuals (high net worth individuals) | 1,691 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 0.0 |
| (h) Charitable organizations | 26 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 252 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 29,614 | 7.2 |
| By Discretionary | ||
| Discretionary | 24,406 | 5.6 |
| Non-Discretionary | 5,208 | 1.6 |
| Total | 29,614 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 29,614 | 7.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intellicents Investment Solutions Inc
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|
MN | 7.4 |
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
✚
|
TX | 7.3 |
|
Foundations Investment Advisors LLC
✚
|
AZ | 7.2 |
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 7.1 |
|
Synovus Securities Inc
✚
|
GA | 7.1 |
|
Crestwood Advisors Group LLC
✚
|
MA | 7.0 |
|
One Capital Management LLC
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|
CA | 7.0 |
|
Annex Advisory Services LLC
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|
WI | 6.9 |
|
Riverbridge Partners LLC
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|
MN | 6.9 |