ANCORA FAMILY WEALTH ADVISORS, LLC
CRD #124845 SEC #801-61942 CLEVELAND, OH 216-825-4000
SEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
Employees
65
Clients
101
Accounts
4,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.2B | $3.2B | $57.8M | 65 | 0 |
| Dec 2024 | $2.7B | $2.7B | $12.7M | 65 | 0 |
| Mar 2024 | $2.7B | $2.7B | $12.7M | 65 | 0 |
| Sep 2023 | $2.3B | $2.2B | $12.4M | 62 | 0 |
| Sep 2023 | $2.3B | $2.2B | $12.4M | 62 | 0 |
| Sep 2023 | $2.3B | $2.2B | $12.4M | 62 | 0 |
| Mar 2023 | $2.3B | $2.2B | $12.4M | 62 | 0 |
| Mar 2022 | $2.4B | $2.4B | $18.5M | 62 | 3,025 |
| Nov 2021 | $2B | $2B | $15.7M | 62 | 2,684 |
| Mar 2021 | $2B | $2B | $15.7M | 62 | 2,684 |
| Jun 2020 | $1.7B | $1.7B | $14.3M | 53 | 2,436 |
| Mar 2020 | $1.7B | $1.7B | $14.3M | 53 | 2,436 |
| Mar 2019 | $1.3B | $1.3B | $6.8M | 40 | 2,002 |
| Apr 2018 | $1.3B | $1.3B | $350.1K | 36 | 2,002 |
| Mar 2018 | $1.3B | $1.3B | $350.1K | 36 | 2,002 |
| Mar 2018 | $1.3B | $1.3B | $350.1K | 36 | 2,002 |
| Feb 2018 | $1.3B | $1.3B | $350.1K | 36 | 2,002 |
| Mar 2017 | $859.2M | $832.4M | $26.8M | 36 | 1,600 |
| Jun 2016 | $437.6M | $414.7M | $22.9M | 35 | 300 |
| Mar 2016 | $437.6M | $414.7M | $22.9M | 35 | 300 |
| Feb 2016 | $431.2M | $402.7M | $28.5M | 35 | 300 |
| Nov 2015 | $431.2M | $402.7M | $28.5M | 13 | 300 |
| Nov 2015 | $431.2M | $402.7M | $28.5M | 13 | 300 |
| Nov 2015 | $431.2M | $402.7M | $28.5M | 13 | 300 |
| Mar 2015 | $431.2M | $402.7M | $28.5M | 13 | 300 |
| Mar 2014 | $359.2M | $330.4M | $28.8M | 13 | 300 |
| Apr 2013 | $312M | $290.6M | $21.5M | 13 | 300 |
| Mar 2012 | $253.1M | $231.9M | $21.2M | 6 | 200 |
| Sep 2011 | $209.4M | $181.6M | $27.8M | 10 | -- |
| Jun 2011 | $209.4M | $181.6M | $27.8M | 10 | -- |
| May 2011 | $209.4M | $181.6M | $27.8M | 10 | -- |
| Mar 2011 | $209.4M | $181.6M | $27.8M | 10 | -- |
| Feb 2009 | $110.2M | $91.4M | $18.8M | 5 | -- |
| Feb 2007 | $116.3M | $74.5M | $41.7M | 5 | -- |
| Feb 2006 | $66.8M | $40.4M | $26.5M | 5 | -- |
| Apr 2004 | $42M | $15M | $27M | 5 | -- |
| Mar 2004 | $42M | $15M | $27M | 5 | -- |
| Dec 2003 | $30M | $5M | $25M | 5 | -- |
DateMar 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$57.8M
Employees65
Clients0
DateDec 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$12.7M
Employees65
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$12.7M
Employees65
Clients0
DateSep 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$12.4M
Employees62
Clients0
DateSep 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$12.4M
Employees62
Clients0
DateSep 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$12.4M
Employees62
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$12.4M
Employees62
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$18.5M
Employees62
Clients3,025
DateNov 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$15.7M
Employees62
Clients2,684
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$15.7M
Employees62
Clients2,684
DateJun 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees53
Clients2,436
DateMar 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$14.3M
Employees53
Clients2,436
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.8M
Employees40
Clients2,002
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$350.1K
Employees36
Clients2,002
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$350.1K
Employees36
Clients2,002
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$350.1K
Employees36
Clients2,002
DateFeb 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$350.1K
Employees36
Clients2,002
DateMar 2017
Total AUM$859.2M
Discretionary$832.4M
Non-Disc.$26.8M
Employees36
Clients1,600
DateJun 2016
Total AUM$437.6M
Discretionary$414.7M
Non-Disc.$22.9M
Employees35
Clients300
DateMar 2016
Total AUM$437.6M
Discretionary$414.7M
Non-Disc.$22.9M
Employees35
Clients300
DateFeb 2016
Total AUM$431.2M
Discretionary$402.7M
Non-Disc.$28.5M
Employees35
Clients300
DateNov 2015
Total AUM$431.2M
Discretionary$402.7M
Non-Disc.$28.5M
Employees13
Clients300
DateNov 2015
Total AUM$431.2M
Discretionary$402.7M
Non-Disc.$28.5M
Employees13
Clients300
DateNov 2015
Total AUM$431.2M
Discretionary$402.7M
Non-Disc.$28.5M
Employees13
Clients300
DateMar 2015
Total AUM$431.2M
Discretionary$402.7M
Non-Disc.$28.5M
Employees13
Clients300
DateMar 2014
Total AUM$359.2M
Discretionary$330.4M
Non-Disc.$28.8M
Employees13
Clients300
DateApr 2013
Total AUM$312M
Discretionary$290.6M
Non-Disc.$21.5M
Employees13
Clients300
DateMar 2012
Total AUM$253.1M
Discretionary$231.9M
Non-Disc.$21.2M
Employees6
Clients200
DateSep 2011
Total AUM$209.4M
Discretionary$181.6M
Non-Disc.$27.8M
Employees10
Clients--
DateJun 2011
Total AUM$209.4M
Discretionary$181.6M
Non-Disc.$27.8M
Employees10
Clients--
DateMay 2011
Total AUM$209.4M
Discretionary$181.6M
Non-Disc.$27.8M
Employees10
Clients--
DateMar 2011
Total AUM$209.4M
Discretionary$181.6M
Non-Disc.$27.8M
Employees10
Clients--
DateFeb 2009
Total AUM$110.2M
Discretionary$91.4M
Non-Disc.$18.8M
Employees5
Clients--
DateFeb 2007
Total AUM$116.3M
Discretionary$74.5M
Non-Disc.$41.7M
Employees5
Clients--
DateFeb 2006
Total AUM$66.8M
Discretionary$40.4M
Non-Disc.$26.5M
Employees5
Clients--
DateApr 2004
Total AUM$42M
Discretionary$15M
Non-Disc.$27M
Employees5
Clients--
DateMar 2004
Total AUM$42M
Discretionary$15M
Non-Disc.$27M
Employees5
Clients--
DateDec 2003
Total AUM$30M
Discretionary$5M
Non-Disc.$25M
Employees5
Clients--