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| Shuster Advisory Group LLC
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|---|---|
| CRD # | 170233 |
| SEC # | 801-106929 |
| CIK # | |
| AUM | 10.32 B (2026-05-20) |
| Employees | 15 (73% Investors, 20% Brokers) |
| Phone | 626-578-0816 |
| Address | 155 N Lake Ave Pasadena, CA 91101 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 0.0 |
| (b) Individuals (high net worth individuals) | 153 | 0.6 |
| (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 | 71 | 1.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 103 | 8.5 |
| (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 | 32 | 0.1 |
| (n) Other | 36 | 0.1 |
| Total | 1,026 | 10.3 |
| By Discretionary | ||
| Discretionary | 955 | 10.2 |
| Non-Discretionary | 71 | 0.1 |
| Total | 1,026 | 10.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.3 | |
| Total | 1,026 | 10.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Shuster Advisory Group LLC
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|
CA | 10.32 B |
|
KOBO Retirement Strategies LLC
✚
|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Modern Wealth Management LLC
✚
|
MO | 10.90 B |
|
Great Valley Advisor Group LLC
✚
|
DE | 10.60 B |
|
Gregory J Schwartz & Co Inc
✚
|
MI | 10.49 B |
|
Planmember Securities Corporation
✚
|
CA | 10.12 B |
|
Foundations Investment Advisors LLC
✚
|
AZ | 10.10 B |
|
Fiduciary Counselling Inc
✚
|
MN | 10.06 B |
|
Choate Investment Advisors LLC
✚
|
MA | 10.05 B |
|
Intellicents Investment Solutions Inc
✚
|
MN | 9,916.7 M |
|
Forvis Mazars Wealth Advisors LLC
✚
|
MO | 9,752.0 M |
|
The Ameriflex Group Inc
✚
|
NV | 9,658.3 M |