U.S. FINANCIAL ADVISORS, LLC
Legal name: U.S. FINANCIAL ADVISORS
CRD #108763 SEC #801-55953 WILMINGTON, DE 302-483-7200
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
0
Clients
--
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $0 | $0 | $0 | 0 | 87 |
| May 2025 | $397.1M | $397.1M | $0 | 16 | 87 |
| Apr 2025 | $397.1M | $397.1M | $0 | 16 | 87 |
| Oct 2024 | $348.6M | $348.6M | $0 | 12 | 0 |
| Mar 2024 | $348.6M | $348.6M | $0 | 12 | 0 |
| Dec 2023 | $295.8M | $295.8M | $0 | 14 | 0 |
| Mar 2023 | $295.8M | $295.8M | $0 | 14 | 0 |
| Dec 2022 | $303.4M | $303.4M | $0 | 14 | 0 |
| Sep 2022 | $303.4M | $303.4M | $0 | 14 | 0 |
| Apr 2022 | $303.4M | $303.4M | $0 | 14 | 0 |
| Mar 2022 | $303.4M | $303.4M | $0 | 14 | 0 |
| Sep 2021 | $614M | $614M | $0 | 32 | 0 |
| Sep 2021 | $614M | $614M | $0 | 32 | 0 |
| Jul 2021 | $614M | $614M | $0 | 32 | 0 |
| Jun 2021 | $614M | $614M | $0 | 32 | 0 |
| Mar 2021 | $614M | $614M | $0 | 32 | 0 |
| Mar 2021 | $614M | $614M | $0 | 32 | 0 |
| Mar 2021 | $614M | $614M | $0 | 32 | 0 |
| Feb 2021 | $538.8M | $538.8M | $0 | 39 | 0 |
| Dec 2020 | $538.8M | $538.8M | $0 | 39 | 0 |
| Oct 2020 | $538.8M | $538.8M | $0 | 39 | 0 |
| Jul 2020 | $538.8M | $538.8M | $0 | 39 | 0 |
| Mar 2020 | $538.8M | $538.8M | $0 | 39 | 0 |
| Dec 2019 | $462.1M | $462.1M | $0 | 43 | 0 |
| Jul 2019 | $462.1M | $462.1M | $0 | 43 | 0 |
| May 2019 | $462.1M | $462.1M | $0 | 43 | 0 |
| Mar 2019 | $462.1M | $0 | $462.1M | 43 | 0 |
| Nov 2018 | $405.1M | $405.1M | $0 | 43 | 0 |
| May 2018 | $405.1M | $405.1M | $0 | 43 | 0 |
| Apr 2018 | $405.1M | $405.1M | $0 | 43 | 0 |
| Mar 2018 | $405.1M | $405.1M | $0 | 43 | 0 |
| Nov 2017 | $314M | $314M | $0 | 40 | 0 |
| May 2017 | $314M | $314M | $0 | 40 | 900 |
| Apr 2017 | $314M | $314M | $0 | 40 | 900 |
| Mar 2017 | $314M | $314M | $0 | 40 | 900 |
| Sep 2016 | $371M | $368M | $3M | 47 | 1,000 |
| Jun 2016 | $371M | $368M | $3M | 47 | 1,000 |
| Mar 2016 | $371M | $368M | $3M | 47 | 1,000 |
| Feb 2016 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Jan 2016 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Jan 2016 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Sep 2015 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Aug 2015 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Mar 2015 | $318.3M | $317.1M | $1.2M | 66 | 800 |
| Dec 2014 | $281.7M | $280.7M | $992.9K | 11 | 800 |
| Sep 2014 | $281.7M | $280.7M | $992.9K | 11 | 800 |
| Aug 2014 | $281.7M | $280.7M | $992.9K | 11 | 800 |
| Mar 2014 | $281.7M | $280.7M | $992.9K | 11 | 800 |
| Feb 2014 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jan 2014 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jan 2014 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jan 2014 | $149.3M | $149.3M | $0 | 12 | 400 |
| Dec 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jul 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jun 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| May 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| May 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| Apr 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| Mar 2013 | $149.3M | $149.3M | $0 | 12 | 400 |
| Jan 2013 | $147.9M | $147.9M | $0 | 29 | 600 |
| Dec 2012 | $147.9M | $147.9M | $0 | 29 | 600 |
| Jun 2012 | $147.9M | $147.9M | $0 | 11 | 600 |
| Mar 2012 | $147.9M | $147.9M | $0 | 11 | 600 |
| Dec 2011 | $152M | $152M | $0 | 11 | 1,000 |
| Aug 2011 | $152M | $152M | $0 | -- | -- |
| Jul 2011 | $152M | $152M | $0 | -- | -- |
| Jun 2011 | $152M | $152M | $0 | -- | -- |
| Mar 2011 | $152M | $152M | $0 | -- | -- |
| Jan 2011 | $152.2M | $124.2M | $28M | -- | -- |
| Jun 2010 | $152.2M | $124.2M | $28M | -- | -- |
| May 2010 | $152.2M | $124.2M | $28M | -- | -- |
| Mar 2010 | $152.2M | $124.2M | $28M | -- | -- |
| Apr 2009 | $144.7M | $111M | $33.7M | -- | -- |
| Mar 2009 | $144.7M | $111M | $33.7M | -- | -- |
| Mar 2008 | $166.3M | $148.5M | $17.8M | -- | -- |
| Nov 2007 | $141.9M | $141.9M | $0 | -- | -- |
| Oct 2007 | $141.9M | $141.9M | $0 | -- | -- |
| Aug 2007 | $141.9M | $141.9M | $0 | -- | -- |
| Feb 2007 | $141.9M | $141.9M | $0 | -- | -- |
| Mar 2006 | $175.1M | $173.4M | $1.7M | -- | -- |
| Feb 2006 | $197.3M | $189.8M | $7.5M | 51 | -- |
| Feb 2006 | $197.3M | $189.8M | $7.5M | 51 | -- |
| May 2005 | $197.3M | $189.8M | $7.5M | 51 | -- |
| Mar 2004 | $131.8M | $129.7M | $2M | 51 | -- |
| Jan 2004 | $108.9M | $108.9M | $0 | 51 | -- |
| Dec 2003 | $108.9M | $108.9M | $0 | 51 | -- |
| Dec 2003 | $108.9M | $108.9M | $0 | 51 | -- |
| Mar 2002 | $119.6M | $119.6M | $0 | 51 | -- |
| Oct 2001 | $105M | $105M | $0 | 51 | -- |
| Oct 2001 | $105M | $105M | $0 | 51 | -- |
| Aug 2001 | $105M | $105M | $0 | 51 | -- |
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients87
DateMay 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees16
Clients87
DateApr 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees16
Clients87
DateOct 2024
Total AUM$348.6M
Discretionary$348.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$348.6M
Discretionary$348.6M
Non-Disc.$0
Employees12
Clients0
DateDec 2023
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$295.8M
Discretionary$295.8M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees14
Clients0
DateSep 2022
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees14
Clients0
DateApr 2022
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateSep 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateJul 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateJun 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateMar 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateMar 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateMar 2021
Total AUM$614M
Discretionary$614M
Non-Disc.$0
Employees32
Clients0
DateFeb 2021
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees39
Clients0
DateDec 2020
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees39
Clients0
DateOct 2020
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees39
Clients0
DateJul 2020
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees39
Clients0
DateMar 2020
Total AUM$538.8M
Discretionary$538.8M
Non-Disc.$0
Employees39
Clients0
DateDec 2019
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees43
Clients0
DateJul 2019
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees43
Clients0
DateMay 2019
Total AUM$462.1M
Discretionary$462.1M
Non-Disc.$0
Employees43
Clients0
DateMar 2019
Total AUM$462.1M
Discretionary$0
Non-Disc.$462.1M
Employees43
Clients0
DateNov 2018
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees43
Clients0
DateMay 2018
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees43
Clients0
DateApr 2018
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees43
Clients0
DateMar 2018
Total AUM$405.1M
Discretionary$405.1M
Non-Disc.$0
Employees43
Clients0
DateNov 2017
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees40
Clients0
DateMay 2017
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees40
Clients900
DateApr 2017
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees40
Clients900
DateMar 2017
Total AUM$314M
Discretionary$314M
Non-Disc.$0
Employees40
Clients900
DateSep 2016
Total AUM$371M
Discretionary$368M
Non-Disc.$3M
Employees47
Clients1,000
DateJun 2016
Total AUM$371M
Discretionary$368M
Non-Disc.$3M
Employees47
Clients1,000
DateMar 2016
Total AUM$371M
Discretionary$368M
Non-Disc.$3M
Employees47
Clients1,000
DateFeb 2016
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateJan 2016
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateJan 2016
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateSep 2015
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateAug 2015
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateMar 2015
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.2M
Employees66
Clients800
DateDec 2014
Total AUM$281.7M
Discretionary$280.7M
Non-Disc.$992.9K
Employees11
Clients800
DateSep 2014
Total AUM$281.7M
Discretionary$280.7M
Non-Disc.$992.9K
Employees11
Clients800
DateAug 2014
Total AUM$281.7M
Discretionary$280.7M
Non-Disc.$992.9K
Employees11
Clients800
DateMar 2014
Total AUM$281.7M
Discretionary$280.7M
Non-Disc.$992.9K
Employees11
Clients800
DateFeb 2014
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJan 2014
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJan 2014
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJan 2014
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateDec 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJul 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJun 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateMay 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateMay 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateApr 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateMar 2013
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees12
Clients400
DateJan 2013
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees29
Clients600
DateDec 2012
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees29
Clients600
DateJun 2012
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees11
Clients600
DateDec 2011
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees11
Clients1,000
DateAug 2011
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$152.2M
Discretionary$124.2M
Non-Disc.$28M
Employees--
Clients--
DateJun 2010
Total AUM$152.2M
Discretionary$124.2M
Non-Disc.$28M
Employees--
Clients--
DateMay 2010
Total AUM$152.2M
Discretionary$124.2M
Non-Disc.$28M
Employees--
Clients--
DateMar 2010
Total AUM$152.2M
Discretionary$124.2M
Non-Disc.$28M
Employees--
Clients--
DateApr 2009
Total AUM$144.7M
Discretionary$111M
Non-Disc.$33.7M
Employees--
Clients--
DateMar 2009
Total AUM$144.7M
Discretionary$111M
Non-Disc.$33.7M
Employees--
Clients--
DateMar 2008
Total AUM$166.3M
Discretionary$148.5M
Non-Disc.$17.8M
Employees--
Clients--
DateNov 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$175.1M
Discretionary$173.4M
Non-Disc.$1.7M
Employees--
Clients--
DateFeb 2006
Total AUM$197.3M
Discretionary$189.8M
Non-Disc.$7.5M
Employees51
Clients--
DateFeb 2006
Total AUM$197.3M
Discretionary$189.8M
Non-Disc.$7.5M
Employees51
Clients--
DateMay 2005
Total AUM$197.3M
Discretionary$189.8M
Non-Disc.$7.5M
Employees51
Clients--
DateMar 2004
Total AUM$131.8M
Discretionary$129.7M
Non-Disc.$2M
Employees51
Clients--
DateJan 2004
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees51
Clients--
DateDec 2003
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees51
Clients--
DateOct 2001
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees51
Clients--
DateAug 2001
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees51
Clients--