EXENCIAL WEALTH ADVISORS, LLC
Legal name: EXENCIAL WEALTH ADVISORS
CRD #130475 SEC #801-62789 OKLAHOMA CITY, OK 405-478-1971
SEC Registered
Total AUM
$5.3B
Discretionary
$5.1B
Employees
117
Clients
--
Accounts
9,357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $5.3B | $5.1B | $215.9M | 117 | 14 |
| Mar 2025 | $5.3B | $5.1B | $215.9M | 117 | 14 |
| Mar 2024 | $5B | $4.8B | $209M | 101 | 45 |
| Feb 2024 | $3.8B | $3.6B | $204.8M | 114 | 57 |
| Oct 2023 | $3.8B | $3.6B | $204.8M | 114 | 57 |
| Jul 2023 | $3.8B | $3.6B | $204.8M | 114 | 57 |
| Apr 2023 | $3.8B | $3.6B | $204.8M | 114 | 57 |
| Mar 2023 | $3.8B | $3.6B | $204.8M | 114 | 57 |
| Mar 2023 | $4.4B | $4B | $311M | 99 | 57 |
| Sep 2022 | $4.4B | $4B | $311M | 99 | 57 |
| Apr 2022 | $4.4B | $4B | $311M | 99 | 57 |
| Feb 2022 | $3.5B | $3.2B | $289.9M | 81 | 59 |
| Aug 2021 | $3.5B | $3.2B | $289.9M | 81 | 59 |
| Jul 2021 | $3.5B | $3.2B | $289.9M | 81 | 59 |
| Jun 2021 | $3.5B | $3.2B | $289.9M | 81 | 59 |
| Apr 2021 | $3.5B | $3.2B | $289.9M | 81 | 59 |
| Dec 2020 | $3.1B | $2.9B | $238.4M | 74 | 39 |
| Nov 2020 | $3.1B | $2.9B | $238.4M | 74 | 39 |
| Nov 2020 | $3.1B | $2.9B | $238.4M | 74 | 39 |
| Jul 2020 | $3.1B | $2.9B | $238.4M | 74 | 39 |
| Jun 2020 | $3.2B | $3B | $250.5M | 68 | 39 |
| Jun 2020 | $3.2B | $3B | $250.5M | 68 | 39 |
| Jun 2020 | $3.2B | $3B | $250.5M | 68 | 39 |
| Apr 2020 | $2.4B | $2.1B | $243.5M | 55 | 39 |
| Apr 2020 | $2.4B | $2.1B | $243.5M | 55 | 39 |
| Dec 2019 | $2B | $1.8B | $219.7M | 50 | 45 |
| Sep 2019 | $2B | $1.8B | $219.7M | 50 | 45 |
| Apr 2019 | $2.1B | $1.8B | $219.7M | 50 | 45 |
| Dec 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Dec 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Nov 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Oct 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Jul 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Mar 2018 | $2.1B | $1.9B | $223.3M | 50 | 21 |
| Aug 2017 | $1.8B | $1.6B | $225.8M | 57 | 1,000 |
| Jun 2017 | $1.8B | $1.6B | $225.8M | 57 | 1,000 |
| May 2017 | $1.8B | $1.6B | $225.8M | 57 | 1,000 |
| Mar 2017 | $1.8B | $1.6B | $225.8M | 57 | 1,000 |
| Sep 2016 | $1.7B | $1.5B | $222.1M | 48 | 900 |
| May 2016 | $1.6B | $1.4B | $211.6M | 48 | 900 |
| Mar 2016 | $1.3B | $1.1B | $171.4M | 40 | 900 |
| Jan 2016 | $1.4B | $1.2B | $203.7M | 36 | 800 |
| Aug 2015 | $1.4B | $1.2B | $203.7M | 36 | 800 |
| Jun 2015 | $1.4B | $1.2B | $203.7M | 36 | 800 |
| Apr 2015 | $1.4B | $1.2B | $203.7M | 36 | 800 |
| Mar 2015 | $1.4B | $1.2B | $203.7M | 36 | 800 |
| Nov 2014 | $1.3B | $1.1B | $212.8M | 22 | 700 |
| Mar 2014 | $1.3B | $1.1B | $212.8M | 22 | 700 |
| Oct 2013 | $1B | $922.5M | $92M | 19 | 700 |
| Apr 2013 | $1B | $922.5M | $92M | 19 | 700 |
| Jul 2012 | $647.8M | $536.7M | $111.1M | 11 | 1,000 |
| Mar 2012 | $647.8M | $536.7M | $111.1M | 11 | 1,000 |
| Nov 2011 | $604M | $495.3M | $108.7M | 11 | 1,000 |
| Apr 2011 | $272.2M | $272.2M | $0 | -- | -- |
| Dec 2010 | $282.5M | $282.5M | $0 | -- | -- |
| Jun 2010 | $282.5M | $282.5M | $0 | -- | -- |
| Mar 2009 | $230.4M | $230.4M | $0 | -- | -- |
| Sep 2008 | $384.8M | $384.8M | $0 | -- | -- |
| Mar 2008 | $384.8M | $384.8M | $0 | -- | -- |
| Oct 2007 | $253.4M | $243.8M | $9.6M | 10 | -- |
| Feb 2007 | $253.4M | $243.8M | $9.6M | 10 | -- |
| Feb 2007 | $253.4M | $243.8M | $9.6M | 10 | -- |
| Dec 2006 | $232.3M | $220.7M | $11.6M | 10 | -- |
| Mar 2006 | $164.5M | $152.2M | $12.4M | 5 | -- |
| Mar 2006 | $144.5M | $132.2M | $12.4M | 5 | -- |
| Feb 2006 | $90.4M | $80.1M | $10.3M | 5 | -- |
| Jun 2004 | $68.9M | $53.5M | $15.4M | 5 | -- |
DateAug 2025
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$215.9M
Employees117
Clients14
DateMar 2025
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$215.9M
Employees117
Clients14
DateMar 2024
Total AUM$5B
Discretionary$4.8B
Non-Disc.$209M
Employees101
Clients45
DateFeb 2024
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$204.8M
Employees114
Clients57
DateOct 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$204.8M
Employees114
Clients57
DateJul 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$204.8M
Employees114
Clients57
DateApr 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$204.8M
Employees114
Clients57
DateMar 2023
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$204.8M
Employees114
Clients57
DateMar 2023
Total AUM$4.4B
Discretionary$4B
Non-Disc.$311M
Employees99
Clients57
DateSep 2022
Total AUM$4.4B
Discretionary$4B
Non-Disc.$311M
Employees99
Clients57
DateApr 2022
Total AUM$4.4B
Discretionary$4B
Non-Disc.$311M
Employees99
Clients57
DateFeb 2022
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$289.9M
Employees81
Clients59
DateAug 2021
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$289.9M
Employees81
Clients59
DateJul 2021
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$289.9M
Employees81
Clients59
DateJun 2021
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$289.9M
Employees81
Clients59
DateApr 2021
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$289.9M
Employees81
Clients59
DateDec 2020
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$238.4M
Employees74
Clients39
DateNov 2020
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$238.4M
Employees74
Clients39
DateNov 2020
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$238.4M
Employees74
Clients39
DateJul 2020
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$238.4M
Employees74
Clients39
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$250.5M
Employees68
Clients39
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$250.5M
Employees68
Clients39
DateJun 2020
Total AUM$3.2B
Discretionary$3B
Non-Disc.$250.5M
Employees68
Clients39
DateApr 2020
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$243.5M
Employees55
Clients39
DateApr 2020
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$243.5M
Employees55
Clients39
DateDec 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.7M
Employees50
Clients45
DateSep 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$219.7M
Employees50
Clients45
DateApr 2019
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$219.7M
Employees50
Clients45
DateDec 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateDec 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateNov 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateOct 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateJul 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateMar 2018
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$223.3M
Employees50
Clients21
DateAug 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$225.8M
Employees57
Clients1,000
DateJun 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$225.8M
Employees57
Clients1,000
DateMay 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$225.8M
Employees57
Clients1,000
DateMar 2017
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$225.8M
Employees57
Clients1,000
DateSep 2016
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$222.1M
Employees48
Clients900
DateMay 2016
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$211.6M
Employees48
Clients900
DateMar 2016
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$171.4M
Employees40
Clients900
DateJan 2016
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$203.7M
Employees36
Clients800
DateAug 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$203.7M
Employees36
Clients800
DateJun 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$203.7M
Employees36
Clients800
DateApr 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$203.7M
Employees36
Clients800
DateMar 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$203.7M
Employees36
Clients800
DateNov 2014
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees22
Clients700
DateMar 2014
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$212.8M
Employees22
Clients700
DateOct 2013
Total AUM$1B
Discretionary$922.5M
Non-Disc.$92M
Employees19
Clients700
DateApr 2013
Total AUM$1B
Discretionary$922.5M
Non-Disc.$92M
Employees19
Clients700
DateJul 2012
Total AUM$647.8M
Discretionary$536.7M
Non-Disc.$111.1M
Employees11
Clients1,000
DateMar 2012
Total AUM$647.8M
Discretionary$536.7M
Non-Disc.$111.1M
Employees11
Clients1,000
DateNov 2011
Total AUM$604M
Discretionary$495.3M
Non-Disc.$108.7M
Employees11
Clients1,000
DateApr 2011
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$384.8M
Discretionary$384.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$384.8M
Discretionary$384.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$253.4M
Discretionary$243.8M
Non-Disc.$9.6M
Employees10
Clients--
DateFeb 2007
Total AUM$253.4M
Discretionary$243.8M
Non-Disc.$9.6M
Employees10
Clients--
DateFeb 2007
Total AUM$253.4M
Discretionary$243.8M
Non-Disc.$9.6M
Employees10
Clients--
DateDec 2006
Total AUM$232.3M
Discretionary$220.7M
Non-Disc.$11.6M
Employees10
Clients--
DateMar 2006
Total AUM$164.5M
Discretionary$152.2M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2006
Total AUM$144.5M
Discretionary$132.2M
Non-Disc.$12.4M
Employees5
Clients--
DateFeb 2006
Total AUM$90.4M
Discretionary$80.1M
Non-Disc.$10.3M
Employees5
Clients--
DateJun 2004
Total AUM$68.9M
Discretionary$53.5M
Non-Disc.$15.4M
Employees5
Clients--