SYNOVUS SECURITIES, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $8.45B |
| Discretionary | $4.99B59% of AUM |
| Non-Discretionary | $3.46B |
| Client Accounts | 12,411 |
| Avg Account Size | $680K |
| Employees | 280 |
| Peak AUM | $8.45BJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.4B | +35.3% | +10.3% | +12.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $8.45B |
| Discretionary | $4.99B |
| Employees | 280 |
| Client Accounts | 12411 |
| Client Range | More than 500 |
Contact & Location
Address
33 WEST 14TH STREET
COLUMBUS GA 31901
Phone
706-649-2327
Filing History
179 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$5.0B
59.1% of AUM
Non-Discretionary
$3.5B
40.9% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
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
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerPension Consultant