REGISTER FINANCIAL ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $488.5M |
| Discretionary | $394.6M81% of AUM |
| Non-Discretionary | $93.8M |
| Client Accounts | 850 |
| Avg Account Size | $575K |
| Employees | 15 |
| Peak AUM | $488.5MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $488M | +23.1% | +33.4% | +25.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $488.5M |
| Discretionary | $394.6M |
| Employees | 15 |
| Client Accounts | 850 |
| Client Range | 1-10 |
Contact & Location
Address
3500 LENOX ROAD
ATLANTA GA 30326
Phone
404-364-2180
Filing History
80 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed 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
$395M
80.8% of AUM
Non-Discretionary
$94M
19.2% of AUM
Disc. mix ▲ 1.9pp 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
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerPension Consultant