RIA Intelligence

ASHTON THOMAS SECURITIES, LLC

CRD #16629 SEC #801-69225 ROCHESTER, NY 602-732-4745
SEC Registered Broker-Dealer
Total AUM
$1.7B
Discretionary
$1.6B
Employees
75
Clients
26
Accounts
2,599

AUM Over Time

DateAug 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$82.5M
Employees75
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$82.5M
Employees75
Clients0
DateFeb 2025
Total AUM$409.1M
Discretionary$291.3M
Non-Disc.$117.8M
Employees24
Clients0
DateJun 2024
Total AUM$409.1M
Discretionary$291.3M
Non-Disc.$117.8M
Employees24
Clients0
DateApr 2024
Total AUM$409.1M
Discretionary$291.3M
Non-Disc.$117.8M
Employees24
Clients0
DateApr 2024
Total AUM$409.1M
Discretionary$291.3M
Non-Disc.$117.8M
Employees24
Clients0
DateJan 2024
Total AUM$344.3M
Discretionary$300.9M
Non-Disc.$43.4M
Employees24
Clients0
DateJan 2024
Total AUM$344.3M
Discretionary$300.9M
Non-Disc.$43.4M
Employees24
Clients0
DateJun 2023
Total AUM$344.3M
Discretionary$300.9M
Non-Disc.$43.4M
Employees24
Clients0
DateMar 2023
Total AUM$344.3M
Discretionary$300.9M
Non-Disc.$43.4M
Employees24
Clients0
DateAug 2022
Total AUM$391M
Discretionary$270M
Non-Disc.$121M
Employees25
Clients1,500
DateJun 2022
Total AUM$391M
Discretionary$270M
Non-Disc.$121M
Employees25
Clients1,500
DateMar 2022
Total AUM$391M
Discretionary$270M
Non-Disc.$121M
Employees25
Clients1,500
DateFeb 2022
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateJan 2022
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateNov 2021
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateSep 2021
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateSep 2021
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateJul 2021
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateApr 2021
Total AUM$328M
Discretionary$235M
Non-Disc.$93M
Employees25
Clients1,300
DateJun 2020
Total AUM$272.8M
Discretionary$188.7M
Non-Disc.$84M
Employees29
Clients1,448
DateMar 2020
Total AUM$272.8M
Discretionary$188.7M
Non-Disc.$84M
Employees29
Clients1,448
DateMar 2019
Total AUM$205M
Discretionary$143M
Non-Disc.$62M
Employees19
Clients600
DateOct 2018
Total AUM$206M
Discretionary$127M
Non-Disc.$79M
Employees16
Clients600
DateApr 2018
Total AUM$206M
Discretionary$127M
Non-Disc.$79M
Employees16
Clients600
DateMar 2018
Total AUM$206M
Discretionary$127M
Non-Disc.$79M
Employees16
Clients600
DateSep 2017
Total AUM$165M
Discretionary$83M
Non-Disc.$82M
Employees16
Clients500
DateApr 2017
Total AUM$165M
Discretionary$83M
Non-Disc.$82M
Employees16
Clients500
DateMar 2017
Total AUM$163M
Discretionary$30M
Non-Disc.$133M
Employees16
Clients500
DateFeb 2016
Total AUM$163M
Discretionary$30M
Non-Disc.$133M
Employees16
Clients500
DateAug 2015
Total AUM$163M
Discretionary$35M
Non-Disc.$128M
Employees13
Clients500
DateJan 2015
Total AUM$163M
Discretionary$35M
Non-Disc.$128M
Employees13
Clients500
DateMar 2014
Total AUM$140M
Discretionary$34M
Non-Disc.$106M
Employees13
Clients500
DateJun 2013
Total AUM$119.5M
Discretionary$34.7M
Non-Disc.$84.8M
Employees15
Clients500
DateMar 2013
Total AUM$119.5M
Discretionary$34.7M
Non-Disc.$84.8M
Employees15
Clients500
DateMar 2013
Total AUM$119.5M
Discretionary$34.7M
Non-Disc.$84.8M
Employees15
Clients500
DateJun 2012
Total AUM$103.6M
Discretionary$34.6M
Non-Disc.$69M
Employees11
Clients500
DateMar 2012
Total AUM$103.6M
Discretionary$34.6M
Non-Disc.$69M
Employees11
Clients500
DateJan 2012
Total AUM$94.3M
Discretionary$32.7M
Non-Disc.$61.6M
Employees11
Clients500
DateSep 2011
Total AUM$87.5M
Discretionary$37.6M
Non-Disc.$49.9M
Employees--
Clients--
DateJul 2011
Total AUM$87.5M
Discretionary$37.6M
Non-Disc.$49.9M
Employees--
Clients--
DateJun 2011
Total AUM$87.5M
Discretionary$37.6M
Non-Disc.$49.9M
Employees--
Clients--
DateMar 2011
Total AUM$87.5M
Discretionary$37.6M
Non-Disc.$49.9M
Employees--
Clients--
DateSep 2010
Total AUM$62M
Discretionary$24M
Non-Disc.$38M
Employees10
Clients--
DateJan 2010
Total AUM$47M
Discretionary$19.5M
Non-Disc.$27.5M
Employees--
Clients--
DateMar 2009
Total AUM$47M
Discretionary$19.5M
Non-Disc.$27.5M
Employees--
Clients--
DateSep 2008
Total AUM$65.8M
Discretionary$27.8M
Non-Disc.$38M
Employees--
Clients--