Advisors Financial, Inc.
Advisors Financial, Inc. is an SEC-registered wealth manager in Vienna, VA with $321.2M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Advisors Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144837, SEC 801-80263, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $321.2M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Vienna, VA
- Employees
- 7
- Clients
- 225
- CRD
- 144837
- Ownership
- VANNAME, JOSEPH, MASON; VAN NAME, JOSEPH, MASON
How much AUM does Advisors Financial, Inc. have?
Advisors Financial, Inc. reported $321.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Advisors Financial, Inc.?
Disclosed owners and executives of Advisors Financial, Inc. include VANNAME, JOSEPH, MASON, VAN NAME, JOSEPH, MASON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.