AdvisorsTrust Partners, LLC

RIASEC RegisteredEst. 2025

Total AUM

$435M

Discretionary

$435M

100% of AUM

Avg account

$832K

Accounts

523

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 304967
Registered since: September 25, 2025
Website: www.advisortrust.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Corporations / Businesses45.84%
HNWI45.46%
Individuals7.94%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AdvisorsTrust Partners, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, and institutions, charging fees based on a percentage of assets under management and hourly fees. It does not self-identify as an ESG-driven investor, nor does it operate as a multi-state or pension consultant adviser. Business activity centers on discretionary portfolio management and planning work rather than functioning as a capital allocator. The client mix and fee structure suggest a traditional wealth advisory model focused on managing client portfolios and delivering financial planning services alongside institutional mandates.