SYM FINANCIAL CORPORATION
Legal name: SYM FINANCIAL ADVISORS
CRD #107517 SEC #801-23944 WINONA LAKE, IN 800-888-7968
SEC Registered
Total AUM
$4.9B
Discretionary
$4.2B
Employees
74
Clients
--
Accounts
5,993
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.9B | $4.2B | $642.5M | 74 | 26 |
| Oct 2025 | $4.9B | $4.2B | $642.5M | 74 | 26 |
| Jul 2025 | $4.9B | $4.2B | $642.5M | 74 | 26 |
| Mar 2025 | $4.9B | $4.2B | $642.5M | 74 | 26 |
| Mar 2024 | $4.1B | $3.4B | $612.2M | 75 | 20 |
| Nov 2023 | $3.3B | $2.8B | $569.7M | 67 | 27 |
| Jul 2023 | $3.3B | $2.8B | $569.7M | 67 | 27 |
| Mar 2023 | $3.3B | $2.8B | $569.7M | 67 | 27 |
| Mar 2022 | $3.7B | $3.1B | $630.4M | 62 | 21 |
| Mar 2021 | $3.1B | $2.5B | $581.2M | 58 | 16 |
| Sep 2020 | $2.7B | $2.2B | $539.7M | 57 | 24 |
| Jun 2020 | $2.7B | $2.2B | $539.7M | 57 | 24 |
| May 2020 | $2.7B | $2.2B | $539.7M | 57 | 24 |
| Mar 2020 | $2.7B | $2.2B | $539.7M | 57 | 24 |
| Nov 2019 | $2.3B | $1.4B | $929.5M | 55 | 17 |
| May 2019 | $2.3B | $1.4B | $929.5M | 55 | 17 |
| Mar 2019 | $2.3B | $1.4B | $929.5M | 55 | 17 |
| Mar 2018 | $2.4B | $1.4B | $1B | 49 | 22 |
| Oct 2017 | $2B | $1.2B | $759.6M | 42 | 1,100 |
| Mar 2017 | $2B | $1.2B | $759.6M | 42 | 1,000 |
| Oct 2016 | $1.7B | $1.5B | $250.2M | 42 | 900 |
| Aug 2016 | $1.7B | $1.5B | $250.2M | 42 | 900 |
| Jul 2016 | $1.7B | $1.5B | $250.2M | 42 | 900 |
| Apr 2016 | $1.7B | $1.5B | $250.2M | 42 | 900 |
| Mar 2016 | $1.7B | $1.5B | $250.2M | 42 | 900 |
| Mar 2015 | $1.7B | $1.4B | $259.6M | 38 | 900 |
| Mar 2014 | $1.5B | $1.2B | $289M | 37 | 700 |
| May 2013 | $1.1B | $924.1M | $180.9M | 33 | 700 |
| Mar 2013 | $1.1B | $924.1M | $180.9M | 32 | 700 |
| Oct 2012 | $863.6M | $700M | $163.6M | 32 | 600 |
| Sep 2012 | $863.6M | $700M | $163.6M | 11 | 600 |
| Apr 2012 | $863.6M | $700M | $163.6M | 11 | 600 |
| Mar 2012 | $863.6M | $700M | $163.6M | 11 | 600 |
| Mar 2012 | $863.6M | $700M | $163.6M | 11 | 600 |
| May 2011 | $826.4M | $698.3M | $128.1M | -- | -- |
| Aug 2010 | $613M | $453.5M | $159.5M | -- | -- |
| Mar 2010 | $613M | $453.5M | $159.5M | -- | -- |
| Oct 2009 | $558.1M | $384M | $174.1M | -- | -- |
| Mar 2008 | $761.4M | $522.4M | $238.9M | -- | -- |
| Apr 2007 | $658.5M | $459.9M | $198.5M | -- | -- |
| Mar 2007 | $658.5M | $459.9M | $198.5M | -- | -- |
| Mar 2006 | $528.1M | $499.9M | $28.2M | -- | -- |
| Sep 2005 | $327.3M | $321.2M | $6.1M | -- | -- |
| Nov 2003 | $269.5M | $216.2M | $53.3M | -- | -- |
| May 2002 | $241.3M | $201.1M | $40.2M | -- | -- |
| Mar 2002 | $241.3M | $201.1M | $40.2M | -- | -- |
| Oct 2001 | $254.2M | $216.3M | $37.9M | 51 | -- |
| May 2001 | $254.2M | $216.3M | $37.9M | 51 | -- |
DateDec 2025
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$642.5M
Employees74
Clients26
DateOct 2025
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$642.5M
Employees74
Clients26
DateJul 2025
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$642.5M
Employees74
Clients26
DateMar 2025
Total AUM$4.9B
Discretionary$4.2B
Non-Disc.$642.5M
Employees74
Clients26
DateMar 2024
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$612.2M
Employees75
Clients20
DateNov 2023
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$569.7M
Employees67
Clients27
DateJul 2023
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$569.7M
Employees67
Clients27
DateMar 2023
Total AUM$3.3B
Discretionary$2.8B
Non-Disc.$569.7M
Employees67
Clients27
DateMar 2022
Total AUM$3.7B
Discretionary$3.1B
Non-Disc.$630.4M
Employees62
Clients21
DateMar 2021
Total AUM$3.1B
Discretionary$2.5B
Non-Disc.$581.2M
Employees58
Clients16
DateSep 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$539.7M
Employees57
Clients24
DateJun 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$539.7M
Employees57
Clients24
DateMay 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$539.7M
Employees57
Clients24
DateMar 2020
Total AUM$2.7B
Discretionary$2.2B
Non-Disc.$539.7M
Employees57
Clients24
DateNov 2019
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$929.5M
Employees55
Clients17
DateMay 2019
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$929.5M
Employees55
Clients17
DateMar 2019
Total AUM$2.3B
Discretionary$1.4B
Non-Disc.$929.5M
Employees55
Clients17
DateMar 2018
Total AUM$2.4B
Discretionary$1.4B
Non-Disc.$1B
Employees49
Clients22
DateOct 2017
Total AUM$2B
Discretionary$1.2B
Non-Disc.$759.6M
Employees42
Clients1,100
DateMar 2017
Total AUM$2B
Discretionary$1.2B
Non-Disc.$759.6M
Employees42
Clients1,000
DateOct 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$250.2M
Employees42
Clients900
DateAug 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$250.2M
Employees42
Clients900
DateJul 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$250.2M
Employees42
Clients900
DateApr 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$250.2M
Employees42
Clients900
DateMar 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$250.2M
Employees42
Clients900
DateMar 2015
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$259.6M
Employees38
Clients900
DateMar 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$289M
Employees37
Clients700
DateMay 2013
Total AUM$1.1B
Discretionary$924.1M
Non-Disc.$180.9M
Employees33
Clients700
DateMar 2013
Total AUM$1.1B
Discretionary$924.1M
Non-Disc.$180.9M
Employees32
Clients700
DateOct 2012
Total AUM$863.6M
Discretionary$700M
Non-Disc.$163.6M
Employees32
Clients600
DateSep 2012
Total AUM$863.6M
Discretionary$700M
Non-Disc.$163.6M
Employees11
Clients600
DateApr 2012
Total AUM$863.6M
Discretionary$700M
Non-Disc.$163.6M
Employees11
Clients600
DateMar 2012
Total AUM$863.6M
Discretionary$700M
Non-Disc.$163.6M
Employees11
Clients600
DateMar 2012
Total AUM$863.6M
Discretionary$700M
Non-Disc.$163.6M
Employees11
Clients600
DateMay 2011
Total AUM$826.4M
Discretionary$698.3M
Non-Disc.$128.1M
Employees--
Clients--
DateAug 2010
Total AUM$613M
Discretionary$453.5M
Non-Disc.$159.5M
Employees--
Clients--
DateMar 2010
Total AUM$613M
Discretionary$453.5M
Non-Disc.$159.5M
Employees--
Clients--
DateOct 2009
Total AUM$558.1M
Discretionary$384M
Non-Disc.$174.1M
Employees--
Clients--
DateMar 2008
Total AUM$761.4M
Discretionary$522.4M
Non-Disc.$238.9M
Employees--
Clients--
DateApr 2007
Total AUM$658.5M
Discretionary$459.9M
Non-Disc.$198.5M
Employees--
Clients--
DateMar 2007
Total AUM$658.5M
Discretionary$459.9M
Non-Disc.$198.5M
Employees--
Clients--
DateMar 2006
Total AUM$528.1M
Discretionary$499.9M
Non-Disc.$28.2M
Employees--
Clients--
DateSep 2005
Total AUM$327.3M
Discretionary$321.2M
Non-Disc.$6.1M
Employees--
Clients--
DateNov 2003
Total AUM$269.5M
Discretionary$216.2M
Non-Disc.$53.3M
Employees--
Clients--
DateMay 2002
Total AUM$241.3M
Discretionary$201.1M
Non-Disc.$40.2M
Employees--
Clients--
DateMar 2002
Total AUM$241.3M
Discretionary$201.1M
Non-Disc.$40.2M
Employees--
Clients--
DateOct 2001
Total AUM$254.2M
Discretionary$216.3M
Non-Disc.$37.9M
Employees51
Clients--
DateMay 2001
Total AUM$254.2M
Discretionary$216.3M
Non-Disc.$37.9M
Employees51
Clients--