FOUNDERS FINANCIAL SECURITIES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.14B |
| Discretionary | $3.66B88% of AUM |
| Non-Discretionary | $476.5M |
| Client Accounts | 19,082 |
| Avg Account Size | $217K |
| Employees | 139 |
| Peak AUM | $4.14BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.1B | +24.6% | +21.4% | +14.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.14B |
| Discretionary | $3.66B |
| Employees | 139 |
| Client Accounts | 19082 |
| Client Range | 101-250 |
Contact & Location
Address
1026 CROMWELL BRIDGE ROAD
TOWSON MD 21286
Phone
410-308-9988
Filing History
104 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscriptionFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.7B
88.5% of AUM
Non-Discretionary
$477M
11.5% of AUM
Disc. mix ▼ 2.8pp 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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Other Registrations
Broker-DealerBanking Institution