BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD #126767 SEC #801-69482 BOCA RATON, FL 561-447-1997
SEC Registered
Total AUM
$1B
Discretionary
$929.6M
Employees
11
Clients
1
Accounts
1,680
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1B | $929.6M | $82.2M | 11 | 5 |
| Mar 2025 | $1B | $929.6M | $82.2M | 11 | 5 |
| Oct 2024 | $866.2M | $755.1M | $111.1M | 11 | 5 |
| May 2024 | $866.2M | $755.1M | $111.1M | 11 | 5 |
| Feb 2024 | $866.2M | $755.1M | $111.1M | 11 | 5 |
| Feb 2024 | $732.7M | $618.7M | $114.1M | 10 | 3 |
| Sep 2023 | $732.7M | $618.7M | $114.1M | 10 | 3 |
| Feb 2023 | $732.7M | $618.7M | $114.1M | 10 | 3 |
| May 2022 | $715.6M | $562.6M | $153M | 9 | 5 |
| Mar 2022 | $715.6M | $562.6M | $153M | 9 | 5 |
| Nov 2021 | $671.1M | $489.1M | $182M | 9 | 3 |
| Aug 2021 | $671.1M | $489.1M | $182M | 9 | 3 |
| Mar 2021 | $671.1M | $489.1M | $182M | 9 | 3 |
| Jun 2020 | $571.2M | $393.9M | $177.2M | 9 | 2 |
| Mar 2020 | $571.2M | $393.9M | $177.2M | 9 | 2 |
| Mar 2019 | $509.1M | $331.5M | $177.6M | 9 | 0 |
| Jul 2018 | $473.5M | $283.2M | $190.3M | 9 | 0 |
| Mar 2018 | $473.5M | $283.2M | $190.3M | 9 | 0 |
| Jan 2018 | $331M | $125.3M | $205.8M | 8 | 0 |
| Sep 2017 | $331M | $125.3M | $205.8M | 8 | 370 |
| Mar 2017 | $331M | $125.3M | $205.8M | 8 | 370 |
| Apr 2016 | $291.5M | $0 | $291.5M | 8 | 361 |
| Mar 2016 | $291.5M | $0 | $291.5M | 8 | 361 |
| Feb 2015 | $260.9M | $0 | $260.9M | 8 | 359 |
| Oct 2014 | $256.6M | $256.6M | $0 | 8 | 350 |
| Jan 2014 | $289.5M | $1.5M | $288M | 8 | 350 |
| Jan 2014 | $260M | $45M | $215M | 8 | 300 |
| Feb 2013 | $260M | $45M | $215M | 8 | 300 |
| Jun 2012 | $260M | $45M | $215M | 11 | 300 |
| Mar 2012 | $260M | $45M | $215M | 11 | 300 |
| Mar 2012 | $260M | $45M | $215M | 11 | 300 |
| Mar 2011 | $300M | $50M | $250M | -- | -- |
| Feb 2009 | $200M | $40M | $160M | -- | -- |
DateDec 2025
Total AUM$1B
Discretionary$929.6M
Non-Disc.$82.2M
Employees11
Clients5
DateMar 2025
Total AUM$1B
Discretionary$929.6M
Non-Disc.$82.2M
Employees11
Clients5
DateOct 2024
Total AUM$866.2M
Discretionary$755.1M
Non-Disc.$111.1M
Employees11
Clients5
DateMay 2024
Total AUM$866.2M
Discretionary$755.1M
Non-Disc.$111.1M
Employees11
Clients5
DateFeb 2024
Total AUM$866.2M
Discretionary$755.1M
Non-Disc.$111.1M
Employees11
Clients5
DateFeb 2024
Total AUM$732.7M
Discretionary$618.7M
Non-Disc.$114.1M
Employees10
Clients3
DateSep 2023
Total AUM$732.7M
Discretionary$618.7M
Non-Disc.$114.1M
Employees10
Clients3
DateFeb 2023
Total AUM$732.7M
Discretionary$618.7M
Non-Disc.$114.1M
Employees10
Clients3
DateMay 2022
Total AUM$715.6M
Discretionary$562.6M
Non-Disc.$153M
Employees9
Clients5
DateMar 2022
Total AUM$715.6M
Discretionary$562.6M
Non-Disc.$153M
Employees9
Clients5
DateNov 2021
Total AUM$671.1M
Discretionary$489.1M
Non-Disc.$182M
Employees9
Clients3
DateAug 2021
Total AUM$671.1M
Discretionary$489.1M
Non-Disc.$182M
Employees9
Clients3
DateMar 2021
Total AUM$671.1M
Discretionary$489.1M
Non-Disc.$182M
Employees9
Clients3
DateJun 2020
Total AUM$571.2M
Discretionary$393.9M
Non-Disc.$177.2M
Employees9
Clients2
DateMar 2020
Total AUM$571.2M
Discretionary$393.9M
Non-Disc.$177.2M
Employees9
Clients2
DateMar 2019
Total AUM$509.1M
Discretionary$331.5M
Non-Disc.$177.6M
Employees9
Clients0
DateJul 2018
Total AUM$473.5M
Discretionary$283.2M
Non-Disc.$190.3M
Employees9
Clients0
DateMar 2018
Total AUM$473.5M
Discretionary$283.2M
Non-Disc.$190.3M
Employees9
Clients0
DateJan 2018
Total AUM$331M
Discretionary$125.3M
Non-Disc.$205.8M
Employees8
Clients0
DateSep 2017
Total AUM$331M
Discretionary$125.3M
Non-Disc.$205.8M
Employees8
Clients370
DateMar 2017
Total AUM$331M
Discretionary$125.3M
Non-Disc.$205.8M
Employees8
Clients370
DateApr 2016
Total AUM$291.5M
Discretionary$0
Non-Disc.$291.5M
Employees8
Clients361
DateMar 2016
Total AUM$291.5M
Discretionary$0
Non-Disc.$291.5M
Employees8
Clients361
DateFeb 2015
Total AUM$260.9M
Discretionary$0
Non-Disc.$260.9M
Employees8
Clients359
DateOct 2014
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees8
Clients350
DateJan 2014
Total AUM$289.5M
Discretionary$1.5M
Non-Disc.$288M
Employees8
Clients350
DateJan 2014
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees8
Clients300
DateFeb 2013
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees8
Clients300
DateJun 2012
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees11
Clients300
DateMar 2012
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees11
Clients300
DateMar 2012
Total AUM$260M
Discretionary$45M
Non-Disc.$215M
Employees11
Clients300
DateMar 2011
Total AUM$300M
Discretionary$50M
Non-Disc.$250M
Employees--
Clients--
DateFeb 2009
Total AUM$200M
Discretionary$40M
Non-Disc.$160M
Employees--
Clients--