FOREVER FINANCIAL ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $72.2M |
| Discretionary | $64.1M89% of AUM |
| Non-Discretionary | $8.1M |
| Client Accounts | 268 |
| Avg Account Size | $269K |
| Employees | 1 |
| Peak AUM | $72.2MMar 2026 |
| AUM CAGR | +36.5% /yrover 1 yrs · 6 filings |
AUM by Client Type
Total AUM
$72M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $72M | +36.4% | — | — | |
| Discretionary AUM | $64M | ||||
Key Metrics
| Total AUM | $72.2M |
| Discretionary | $64.1M |
| Employees | 1 |
| Client Accounts | 268 |
| Client Range | 26-50 |
Contact & Location
Phone
585-598-1377
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)PublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$64M
88.8% of AUM
Non-Discretionary
$8M
11.2% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported