Advisors Financial, Inc.

RIASEC RegisteredEst. 2014

Total AUM

$321M

Discretionary

$321M

100% of AUM

Avg account

$444K

Accounts

723

Employees

Advisory reps

Firm details

Headquarters: Mclean, Virginia
CRD number: 144837
Registered since: September 5, 2014
Website: www.advisorsfinancial.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.89%
Individuals15.39%
Corporations / Businesses1.68%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisors Financial, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2014. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm charges a mix of fee types: percentage of assets under management, hourly fees, and fixed fees. Advisors Financial does not identify as an active ESG investor and is not designated as a multi-state adviser. Advisors Financial has been recognized on industry lists, appearing in FA Magazine’s Top RIA Firms in 2020.