LEVEL FOUR ADVISORY SERVICES, LLC
Legal name: LEVEL FOUR ADVISORY SERVICES
CRD #134086 SEC #801-66368 DALLAS, TX 972-665-0878
SEC Registered
Total AUM
$5.3B
Discretionary
$4.8B
Employees
132
Clients
101
Accounts
14,510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.3B | $4.8B | $546.6M | 132 | 98 |
| Sep 2025 | $5.3B | $4.8B | $546.6M | 132 | 98 |
| Mar 2025 | $5.3B | $4.8B | $546.6M | 132 | 98 |
| Dec 2024 | $4.3B | $3.6B | $757.6M | 148 | 98 |
| Mar 2024 | $4.3B | $3.6B | $757.6M | 148 | 98 |
| Oct 2023 | $3.7B | $3B | $722.6M | 135 | 98 |
| Sep 2023 | $3.7B | $3B | $722.6M | 135 | 98 |
| Mar 2023 | $3.7B | $3B | $722.6M | 135 | 98 |
| Mar 2023 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Dec 2022 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Nov 2022 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Aug 2022 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Jul 2022 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Mar 2022 | $2.9B | $2.3B | $546.3M | 111 | 166 |
| Dec 2021 | $2.8B | $2.7B | $47.4M | 134 | 166 |
| Dec 2021 | $2.8B | $2.7B | $47.4M | 134 | 166 |
| Sep 2021 | $2.8B | $2.7B | $47.4M | 134 | 166 |
| Apr 2021 | $2.8B | $2.7B | $47.4M | 134 | 166 |
| Mar 2021 | $2.8B | $2.7B | $47.4M | 134 | 166 |
| Mar 2021 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Feb 2021 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Jan 2021 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Nov 2020 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Jun 2020 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| May 2020 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Apr 2020 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Mar 2020 | $2.8B | $2.7B | $158.7M | 153 | 275 |
| Jan 2020 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Nov 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Jul 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| May 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Apr 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Apr 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Mar 2019 | $2.3B | $2.2B | $96.8M | 135 | 250 |
| Mar 2018 | $3B | $2.8B | $150.3M | 142 | 300 |
| Feb 2018 | $2.2B | $2.1B | $121.5M | 138 | 300 |
| Apr 2017 | $2.2B | $2.1B | $121.5M | 138 | 6,200 |
| Mar 2017 | $2.2B | $2.1B | $121.5M | 138 | 6,200 |
| Mar 2017 | $1.3B | $1.2B | $103.3M | 140 | 4,500 |
| Jan 2017 | $1.3B | $1.2B | $103.3M | 140 | 4,500 |
| Nov 2016 | $1.3B | $1.2B | $103.3M | 140 | 4,500 |
| Mar 2016 | $1.3B | $1.2B | $103.3M | 140 | 4,500 |
| Dec 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Nov 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Oct 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Aug 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Jul 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Jun 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Mar 2015 | $687.9M | $608.8M | $79M | 110 | 2,500 |
| Dec 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Oct 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Aug 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Jul 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| May 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Apr 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Mar 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Mar 2014 | $241.4M | $227.9M | $13.5M | 49 | 700 |
| Feb 2014 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Jan 2014 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Jan 2014 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Sep 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Jul 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Jun 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| May 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Mar 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Jan 2013 | $145.9M | $141.7M | $4.2M | 37 | 500 |
| Nov 2012 | $129.7M | $119.1M | $10.6M | 38 | 400 |
| Nov 2012 | $129.7M | $119.1M | $10.6M | 38 | 400 |
| Mar 2012 | $129.7M | $119.1M | $10.6M | 11 | 400 |
| Jan 2012 | $129.7M | $119.1M | $10.6M | 11 | 400 |
| Jan 2012 | $129.7M | $119.1M | $10.6M | 11 | 450 |
| Dec 2011 | $81.8M | $69.8M | $12M | 11 | 101 |
| Nov 2011 | $81.8M | $69.8M | $12M | -- | -- |
| May 2011 | $81.8M | $69.8M | $12M | -- | -- |
| Jan 2011 | $65.8M | $62M | $3.8M | -- | -- |
| Dec 2010 | $65.8M | $62M | $3.8M | -- | -- |
| Mar 2010 | $65.8M | $62M | $3.8M | -- | -- |
| Jan 2010 | $65.8M | $62M | $3.8M | -- | -- |
| Oct 2009 | $47.3M | $44.7M | $2.6M | -- | -- |
| Feb 2009 | $47.3M | $44.7M | $2.6M | -- | -- |
| Jan 2008 | $52.4M | $51.4M | $928.9K | -- | -- |
| Dec 2007 | $52.4M | $51.4M | $928.9K | -- | -- |
| Dec 2007 | $52.4M | $51.4M | $928.9K | -- | -- |
| Nov 2007 | $52.4M | $51.4M | $928.9K | -- | -- |
| Nov 2007 | $52.4M | $51.4M | $928.9K | -- | -- |
| May 2007 | $62.8M | $61.7M | $1M | -- | -- |
| Apr 2007 | $62.8M | $61.7M | $1M | -- | -- |
| Feb 2007 | $62.8M | $61.7M | $1M | -- | -- |
| Feb 2007 | $62.8M | $61.7M | $1M | -- | -- |
| Jan 2007 | $41.2M | $41.2M | $0 | -- | -- |
| Dec 2006 | $41.2M | $41.2M | $0 | -- | -- |
| Feb 2006 | $41.2M | $41.2M | $0 | -- | -- |
DateDec 2025
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$546.6M
Employees132
Clients98
DateSep 2025
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$546.6M
Employees132
Clients98
DateMar 2025
Total AUM$5.3B
Discretionary$4.8B
Non-Disc.$546.6M
Employees132
Clients98
DateDec 2024
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$757.6M
Employees148
Clients98
DateMar 2024
Total AUM$4.3B
Discretionary$3.6B
Non-Disc.$757.6M
Employees148
Clients98
DateOct 2023
Total AUM$3.7B
Discretionary$3B
Non-Disc.$722.6M
Employees135
Clients98
DateSep 2023
Total AUM$3.7B
Discretionary$3B
Non-Disc.$722.6M
Employees135
Clients98
DateMar 2023
Total AUM$3.7B
Discretionary$3B
Non-Disc.$722.6M
Employees135
Clients98
DateMar 2023
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateDec 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateNov 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateAug 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateJul 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateMar 2022
Total AUM$2.9B
Discretionary$2.3B
Non-Disc.$546.3M
Employees111
Clients166
DateDec 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$47.4M
Employees134
Clients166
DateDec 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$47.4M
Employees134
Clients166
DateSep 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$47.4M
Employees134
Clients166
DateApr 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$47.4M
Employees134
Clients166
DateMar 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$47.4M
Employees134
Clients166
DateMar 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateFeb 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateJan 2021
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateNov 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateJun 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateMay 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateApr 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateMar 2020
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$158.7M
Employees153
Clients275
DateJan 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateNov 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateJul 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateMay 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateApr 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateApr 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateMar 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$96.8M
Employees135
Clients250
DateMar 2018
Total AUM$3B
Discretionary$2.8B
Non-Disc.$150.3M
Employees142
Clients300
DateFeb 2018
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$121.5M
Employees138
Clients300
DateApr 2017
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$121.5M
Employees138
Clients6,200
DateMar 2017
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$121.5M
Employees138
Clients6,200
DateMar 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees140
Clients4,500
DateJan 2017
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees140
Clients4,500
DateNov 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees140
Clients4,500
DateMar 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$103.3M
Employees140
Clients4,500
DateDec 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateNov 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateOct 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateAug 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateJul 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateJun 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateMar 2015
Total AUM$687.9M
Discretionary$608.8M
Non-Disc.$79M
Employees110
Clients2,500
DateDec 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateOct 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateAug 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateJul 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateMay 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateApr 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateMar 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateMar 2014
Total AUM$241.4M
Discretionary$227.9M
Non-Disc.$13.5M
Employees49
Clients700
DateFeb 2014
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateJan 2014
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateJan 2014
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateSep 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateJul 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateJun 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateMay 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateMar 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateJan 2013
Total AUM$145.9M
Discretionary$141.7M
Non-Disc.$4.2M
Employees37
Clients500
DateNov 2012
Total AUM$129.7M
Discretionary$119.1M
Non-Disc.$10.6M
Employees38
Clients400
DateNov 2012
Total AUM$129.7M
Discretionary$119.1M
Non-Disc.$10.6M
Employees38
Clients400
DateMar 2012
Total AUM$129.7M
Discretionary$119.1M
Non-Disc.$10.6M
Employees11
Clients400
DateJan 2012
Total AUM$129.7M
Discretionary$119.1M
Non-Disc.$10.6M
Employees11
Clients400
DateJan 2012
Total AUM$129.7M
Discretionary$119.1M
Non-Disc.$10.6M
Employees11
Clients450
DateDec 2011
Total AUM$81.8M
Discretionary$69.8M
Non-Disc.$12M
Employees11
Clients101
DateNov 2011
Total AUM$81.8M
Discretionary$69.8M
Non-Disc.$12M
Employees--
Clients--
DateMay 2011
Total AUM$81.8M
Discretionary$69.8M
Non-Disc.$12M
Employees--
Clients--
DateJan 2011
Total AUM$65.8M
Discretionary$62M
Non-Disc.$3.8M
Employees--
Clients--
DateDec 2010
Total AUM$65.8M
Discretionary$62M
Non-Disc.$3.8M
Employees--
Clients--
DateMar 2010
Total AUM$65.8M
Discretionary$62M
Non-Disc.$3.8M
Employees--
Clients--
DateJan 2010
Total AUM$65.8M
Discretionary$62M
Non-Disc.$3.8M
Employees--
Clients--
DateOct 2009
Total AUM$47.3M
Discretionary$44.7M
Non-Disc.$2.6M
Employees--
Clients--
DateFeb 2009
Total AUM$47.3M
Discretionary$44.7M
Non-Disc.$2.6M
Employees--
Clients--
DateJan 2008
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$928.9K
Employees--
Clients--
DateDec 2007
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$928.9K
Employees--
Clients--
DateDec 2007
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$928.9K
Employees--
Clients--
DateNov 2007
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$928.9K
Employees--
Clients--
DateNov 2007
Total AUM$52.4M
Discretionary$51.4M
Non-Disc.$928.9K
Employees--
Clients--
DateMay 2007
Total AUM$62.8M
Discretionary$61.7M
Non-Disc.$1M
Employees--
Clients--
DateApr 2007
Total AUM$62.8M
Discretionary$61.7M
Non-Disc.$1M
Employees--
Clients--
DateFeb 2007
Total AUM$62.8M
Discretionary$61.7M
Non-Disc.$1M
Employees--
Clients--
DateFeb 2007
Total AUM$62.8M
Discretionary$61.7M
Non-Disc.$1M
Employees--
Clients--
DateJan 2007
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees--
Clients--