STEVENS, FOSTER FINANCIAL SERVICES, INC.
Legal name: STEVENS FOSTER FINANCIAL ADVISORS
CRD #115752 SEC #801-80128 BLOOMINGTON, MN 952-843-4200
SEC Registered
Total AUM
$660.8M
Discretionary
$536.3M
Employees
20
Clients
251
Accounts
1,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $660.8M | $536.3M | $124.5M | 20 | 100 |
| Mar 2024 | $620.4M | $460.3M | $160.2M | 21 | 100 |
| Jul 2023 | $576.5M | $425.9M | $150.6M | 25 | 80 |
| Mar 2023 | $576.5M | $425.9M | $150.6M | 25 | 80 |
| Mar 2022 | $711.7M | $533.7M | $177.9M | 25 | 80 |
| Mar 2021 | $662.7M | $493M | $169.7M | 25 | 80 |
| Jan 2021 | $581.6M | $416.9M | $164.8M | 25 | 101 |
| Jun 2020 | $581.6M | $416.9M | $164.8M | 25 | 101 |
| Mar 2020 | $581.6M | $416.9M | $164.8M | 25 | 101 |
| Mar 2019 | $489.7M | $367.2M | $122.5M | 25 | 111 |
| Jan 2019 | $542.1M | $383.8M | $158.3M | 25 | 121 |
| Dec 2018 | $542.1M | $383.8M | $158.3M | 25 | 121 |
| Mar 2018 | $542.1M | $383.8M | $158.3M | 25 | 121 |
| Mar 2017 | $613.2M | $330.1M | $283.1M | 22 | 300 |
| Sep 2016 | $771.7M | $437.8M | $333.9M | 22 | 200 |
| Aug 2016 | $771.7M | $437.8M | $333.9M | 22 | 200 |
| Mar 2016 | $771.7M | $437.8M | $333.9M | 22 | 200 |
| Nov 2015 | $768.2M | $631.9M | $136.3M | 20 | 200 |
| Nov 2015 | $768.2M | $631.9M | $136.3M | 20 | 200 |
| Mar 2015 | $768.2M | $631.9M | $136.3M | 20 | 200 |
| Mar 2015 | $768.2M | $631.9M | $136.3M | 20 | 200 |
| Jul 2014 | $721.4M | $442.5M | $278.8M | 22 | 200 |
DateMar 2025
Total AUM$660.8M
Discretionary$536.3M
Non-Disc.$124.5M
Employees20
Clients100
DateMar 2024
Total AUM$620.4M
Discretionary$460.3M
Non-Disc.$160.2M
Employees21
Clients100
DateJul 2023
Total AUM$576.5M
Discretionary$425.9M
Non-Disc.$150.6M
Employees25
Clients80
DateMar 2023
Total AUM$576.5M
Discretionary$425.9M
Non-Disc.$150.6M
Employees25
Clients80
DateMar 2022
Total AUM$711.7M
Discretionary$533.7M
Non-Disc.$177.9M
Employees25
Clients80
DateMar 2021
Total AUM$662.7M
Discretionary$493M
Non-Disc.$169.7M
Employees25
Clients80
DateJan 2021
Total AUM$581.6M
Discretionary$416.9M
Non-Disc.$164.8M
Employees25
Clients101
DateJun 2020
Total AUM$581.6M
Discretionary$416.9M
Non-Disc.$164.8M
Employees25
Clients101
DateMar 2020
Total AUM$581.6M
Discretionary$416.9M
Non-Disc.$164.8M
Employees25
Clients101
DateMar 2019
Total AUM$489.7M
Discretionary$367.2M
Non-Disc.$122.5M
Employees25
Clients111
DateJan 2019
Total AUM$542.1M
Discretionary$383.8M
Non-Disc.$158.3M
Employees25
Clients121
DateDec 2018
Total AUM$542.1M
Discretionary$383.8M
Non-Disc.$158.3M
Employees25
Clients121
DateMar 2018
Total AUM$542.1M
Discretionary$383.8M
Non-Disc.$158.3M
Employees25
Clients121
DateMar 2017
Total AUM$613.2M
Discretionary$330.1M
Non-Disc.$283.1M
Employees22
Clients300
DateSep 2016
Total AUM$771.7M
Discretionary$437.8M
Non-Disc.$333.9M
Employees22
Clients200
DateAug 2016
Total AUM$771.7M
Discretionary$437.8M
Non-Disc.$333.9M
Employees22
Clients200
DateMar 2016
Total AUM$771.7M
Discretionary$437.8M
Non-Disc.$333.9M
Employees22
Clients200
DateNov 2015
Total AUM$768.2M
Discretionary$631.9M
Non-Disc.$136.3M
Employees20
Clients200
DateNov 2015
Total AUM$768.2M
Discretionary$631.9M
Non-Disc.$136.3M
Employees20
Clients200
DateMar 2015
Total AUM$768.2M
Discretionary$631.9M
Non-Disc.$136.3M
Employees20
Clients200
DateMar 2015
Total AUM$768.2M
Discretionary$631.9M
Non-Disc.$136.3M
Employees20
Clients200
DateJul 2014
Total AUM$721.4M
Discretionary$442.5M
Non-Disc.$278.8M
Employees22
Clients200