ALIGHT FINANCIAL ADVISORS, LLC
CRD #158744 SEC #801-72679 CHARLOTTE, NC 866-560-7256
SEC Registered Broker-Dealer
Total AUM
$30.9B
Discretionary
$30.9B
Employees
60
Clients
51
Accounts
197,089
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $30.9B | $30.9B | $0 | 60 | 0 |
| Dec 2024 | $33.7B | $33.7B | $0 | 60 | 0 |
| Jun 2024 | $32.1B | $32.1B | $0 | 60 | 0 |
| Mar 2024 | $32.1B | $32.1B | $0 | 60 | 0 |
| Mar 2023 | $30.8B | $30.8B | $0 | 60 | 0 |
| Mar 2022 | $32.1B | $32.1B | $0 | 60 | 0 |
| Mar 2021 | $31.7B | $31.7B | $0 | 60 | 0 |
| Mar 2020 | $28.7B | $28.7B | $0 | 60 | 0 |
| Mar 2019 | $27B | $27B | $0 | 60 | 0 |
| Mar 2018 | $23.8B | $23.8B | $0 | 50 | 0 |
| Aug 2017 | $16.5B | $16.5B | $0 | 50 | 137,900 |
| Mar 2017 | $16.5B | $16.5B | $0 | 50 | 137,900 |
| Sep 2016 | $11.6B | $11.6B | $0 | 50 | 110,100 |
| Mar 2016 | $11.6B | $11.6B | $0 | 50 | 110,100 |
| Mar 2015 | $12.4B | $12.4B | $0 | 50 | 90,000 |
| Mar 2014 | $7B | $7B | $0 | 50 | 55,000 |
| Oct 2013 | $2.7B | $2.7B | $0 | 31 | 25,500 |
| Aug 2013 | $2.7B | $2.7B | $0 | 31 | 25,500 |
| Jul 2013 | $2.7B | $2.7B | $0 | 31 | 25,500 |
| Apr 2013 | $2.2B | $2.2B | $0 | 31 | 25,500 |
| Mar 2013 | $2.2B | $2.2B | $0 | 31 | 25,500 |
| Mar 2012 | $768.1M | $768.1M | $0 | 6 | 12,300 |
| Feb 2012 | $768.1M | $768.1M | $0 | 6 | 12,300 |
| Feb 2012 | $629.1M | $629.1M | $0 | 6 | 12,300 |
| Dec 2011 | $603.5M | $603.5M | $0 | 6 | 0 |
| Dec 2011 | $603.5M | $603.5M | $0 | 6 | 0 |
| Dec 2011 | $0 | $0 | $0 | 6 | 0 |
| Aug 2011 | $0 | $0 | $0 | 10 | -- |
| Aug 2011 | $0 | $0 | $0 | 10 | -- |
| Aug 2011 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$30.9B
Discretionary$30.9B
Non-Disc.$0
Employees60
Clients0
DateDec 2024
Total AUM$33.7B
Discretionary$33.7B
Non-Disc.$0
Employees60
Clients0
DateJun 2024
Total AUM$32.1B
Discretionary$32.1B
Non-Disc.$0
Employees60
Clients0
DateMar 2024
Total AUM$32.1B
Discretionary$32.1B
Non-Disc.$0
Employees60
Clients0
DateMar 2023
Total AUM$30.8B
Discretionary$30.8B
Non-Disc.$0
Employees60
Clients0
DateMar 2022
Total AUM$32.1B
Discretionary$32.1B
Non-Disc.$0
Employees60
Clients0
DateMar 2021
Total AUM$31.7B
Discretionary$31.7B
Non-Disc.$0
Employees60
Clients0
DateMar 2020
Total AUM$28.7B
Discretionary$28.7B
Non-Disc.$0
Employees60
Clients0
DateMar 2019
Total AUM$27B
Discretionary$27B
Non-Disc.$0
Employees60
Clients0
DateMar 2018
Total AUM$23.8B
Discretionary$23.8B
Non-Disc.$0
Employees50
Clients0
DateAug 2017
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$0
Employees50
Clients137,900
DateMar 2017
Total AUM$16.5B
Discretionary$16.5B
Non-Disc.$0
Employees50
Clients137,900
DateSep 2016
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees50
Clients110,100
DateMar 2016
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees50
Clients110,100
DateMar 2015
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees50
Clients90,000
DateMar 2014
Total AUM$7B
Discretionary$7B
Non-Disc.$0
Employees50
Clients55,000
DateOct 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees31
Clients25,500
DateAug 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees31
Clients25,500
DateJul 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees31
Clients25,500
DateApr 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees31
Clients25,500
DateMar 2013
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees31
Clients25,500
DateMar 2012
Total AUM$768.1M
Discretionary$768.1M
Non-Disc.$0
Employees6
Clients12,300
DateFeb 2012
Total AUM$768.1M
Discretionary$768.1M
Non-Disc.$0
Employees6
Clients12,300
DateFeb 2012
Total AUM$629.1M
Discretionary$629.1M
Non-Disc.$0
Employees6
Clients12,300
DateDec 2011
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2011
Total AUM$603.5M
Discretionary$603.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--