STRATEGIC ADVISORS LLC
Legal name: STRATEGIC WEALTH MANAGEMENT GROUP
CRD #125882 SEC #801-64228 NEW YORK, NY 212-489-0100
SEC Registered
Total AUM
$758.3M
Discretionary
$758.3M
Employees
9
Clients
--
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $758.3M | $758.3M | $0 | 9 | 0 |
| Mar 2025 | $758.3M | $758.3M | $0 | 9 | 0 |
| Nov 2024 | $667.7M | $667.7M | $0 | 7 | 0 |
| Nov 2024 | $667.7M | $667.7M | $0 | 7 | 0 |
| Feb 2024 | $667.7M | $667.7M | $0 | 7 | 0 |
| Feb 2024 | $568.7M | $568.7M | $0 | 7 | 6 |
| Oct 2023 | $568.7M | $568.7M | $0 | 7 | 6 |
| Aug 2023 | $568.7M | $568.7M | $0 | 7 | 6 |
| Mar 2023 | $568.7M | $568.7M | $0 | 7 | 6 |
| Mar 2022 | $807.3M | $807.3M | $0 | 7 | 6 |
| Nov 2021 | $420.9M | $420.9M | $0 | 7 | 0 |
| Mar 2021 | $420.9M | $420.9M | $0 | 7 | 0 |
| Oct 2020 | $365M | $365M | $0 | 8 | 0 |
| Sep 2020 | $365M | $365M | $0 | 8 | 0 |
| Jun 2020 | $365M | $365M | $0 | 8 | 0 |
| May 2020 | $365M | $365M | $0 | 8 | 0 |
| Apr 2020 | $365M | $365M | $0 | 8 | 0 |
| Mar 2020 | $365M | $365M | $0 | 8 | 0 |
| Jun 2019 | $309.9M | $309.9M | $0 | 8 | 0 |
| Mar 2019 | $309.9M | $309.9M | $0 | 8 | 0 |
| Sep 2018 | $323M | $322.8M | $241.4K | 5 | 4 |
| May 2018 | $323M | $322.8M | $241.4K | 5 | 4 |
| Mar 2018 | $323M | $322.8M | $241.4K | 5 | 4 |
| Mar 2017 | $271.9M | $271.6M | $291.9K | 5 | 300 |
| Jan 2017 | $242.1M | $241.7M | $353.4K | 5 | 240 |
| Apr 2016 | $242.1M | $241.7M | $353.4K | 5 | 240 |
| Mar 2016 | $242.1M | $241.7M | $353.4K | 5 | 240 |
| Aug 2015 | $237.7M | $237.4M | $267.6K | 5 | 240 |
| Mar 2015 | $237.7M | $237.4M | $267.6K | 5 | 240 |
| Mar 2015 | $237.7M | $237.4M | $267.6K | 5 | 240 |
| Mar 2014 | $217.8M | $217.5M | $259.6K | 5 | 221 |
| Mar 2014 | $217.8M | $217.5M | $259.6K | 5 | 221 |
| Mar 2013 | $179.6M | $179.4M | $200K | 6 | 200 |
| Mar 2012 | $158.2M | $158M | $200K | 6 | 200 |
| Mar 2009 | $101.3M | $99.7M | $1.5M | 10 | -- |
| Sep 2008 | $125.8M | $124M | $1.7M | 5 | -- |
| Mar 2008 | $125.8M | $124M | $1.7M | 5 | -- |
| Mar 2008 | $110.5M | $107.7M | $2.8M | 5 | -- |
| Jan 2008 | $110.5M | $107.7M | $2.8M | 5 | -- |
| Aug 2007 | $110.5M | $107.7M | $2.8M | 5 | -- |
| Mar 2007 | $110.5M | $107.7M | $2.8M | 5 | -- |
| Jan 2007 | $92.6M | $91.6M | $1M | 5 | -- |
| Mar 2006 | $92.6M | $91.6M | $1M | 5 | -- |
DateNov 2025
Total AUM$758.3M
Discretionary$758.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$758.3M
Discretionary$758.3M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$667.7M
Discretionary$667.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2024
Total AUM$667.7M
Discretionary$667.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$667.7M
Discretionary$667.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees7
Clients6
DateOct 2023
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees7
Clients6
DateAug 2023
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees7
Clients6
DateMar 2023
Total AUM$568.7M
Discretionary$568.7M
Non-Disc.$0
Employees7
Clients6
DateMar 2022
Total AUM$807.3M
Discretionary$807.3M
Non-Disc.$0
Employees7
Clients6
DateNov 2021
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$420.9M
Discretionary$420.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$365M
Discretionary$365M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$309.9M
Discretionary$309.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$323M
Discretionary$322.8M
Non-Disc.$241.4K
Employees5
Clients4
DateMay 2018
Total AUM$323M
Discretionary$322.8M
Non-Disc.$241.4K
Employees5
Clients4
DateMar 2018
Total AUM$323M
Discretionary$322.8M
Non-Disc.$241.4K
Employees5
Clients4
DateMar 2017
Total AUM$271.9M
Discretionary$271.6M
Non-Disc.$291.9K
Employees5
Clients300
DateJan 2017
Total AUM$242.1M
Discretionary$241.7M
Non-Disc.$353.4K
Employees5
Clients240
DateApr 2016
Total AUM$242.1M
Discretionary$241.7M
Non-Disc.$353.4K
Employees5
Clients240
DateMar 2016
Total AUM$242.1M
Discretionary$241.7M
Non-Disc.$353.4K
Employees5
Clients240
DateAug 2015
Total AUM$237.7M
Discretionary$237.4M
Non-Disc.$267.6K
Employees5
Clients240
DateMar 2015
Total AUM$237.7M
Discretionary$237.4M
Non-Disc.$267.6K
Employees5
Clients240
DateMar 2015
Total AUM$237.7M
Discretionary$237.4M
Non-Disc.$267.6K
Employees5
Clients240
DateMar 2014
Total AUM$217.8M
Discretionary$217.5M
Non-Disc.$259.6K
Employees5
Clients221
DateMar 2014
Total AUM$217.8M
Discretionary$217.5M
Non-Disc.$259.6K
Employees5
Clients221
DateMar 2013
Total AUM$179.6M
Discretionary$179.4M
Non-Disc.$200K
Employees6
Clients200
DateMar 2012
Total AUM$158.2M
Discretionary$158M
Non-Disc.$200K
Employees6
Clients200
DateMar 2009
Total AUM$101.3M
Discretionary$99.7M
Non-Disc.$1.5M
Employees10
Clients--
DateSep 2008
Total AUM$125.8M
Discretionary$124M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2008
Total AUM$125.8M
Discretionary$124M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2008
Total AUM$110.5M
Discretionary$107.7M
Non-Disc.$2.8M
Employees5
Clients--
DateJan 2008
Total AUM$110.5M
Discretionary$107.7M
Non-Disc.$2.8M
Employees5
Clients--
DateAug 2007
Total AUM$110.5M
Discretionary$107.7M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2007
Total AUM$110.5M
Discretionary$107.7M
Non-Disc.$2.8M
Employees5
Clients--
DateJan 2007
Total AUM$92.6M
Discretionary$91.6M
Non-Disc.$1M
Employees5
Clients--
DateMar 2006
Total AUM$92.6M
Discretionary$91.6M
Non-Disc.$1M
Employees5
Clients--