HEALTHEQUITY ADVISORS, LLC
Legal name: HEALTHEQUITY ADVISORS
CRD #167105 SEC #801-78001 DRAPER, UT 801-508-3248
SEC Registered
Total AUM
$1.5B
Discretionary
$924.4M
Employees
8
Clients
--
Accounts
133,156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.5B | $924.4M | $584.1M | 8 | 2 |
| Apr 2024 | $1.2B | $743.6M | $450.8M | 8 | 2 |
| Sep 2023 | $1.1B | $623.4M | $446M | 8 | 2 |
| May 2023 | $1.1B | $623.4M | $446M | 8 | 2 |
| Apr 2023 | $1.1B | $623.4M | $446M | 8 | 2 |
| Dec 2022 | $1.1B | $611.5M | $441.9M | 8 | 2 |
| Mar 2022 | $1.1B | $611.5M | $441.9M | 8 | 2 |
| Jan 2022 | $820.2M | $487.5M | $332.7M | 8 | 2 |
| Dec 2021 | $820.2M | $487.5M | $332.7M | 8 | 2 |
| Apr 2021 | $820.2M | $487.5M | $332.7M | 8 | 2 |
| Feb 2021 | $565.3M | $332.8M | $232.5M | 8 | 1 |
| Aug 2020 | $565.3M | $332.8M | $232.5M | 8 | 1 |
| Jun 2020 | $565.3M | $332.8M | $232.5M | 8 | 1 |
| Apr 2020 | $565.3M | $332.8M | $232.5M | 8 | 1 |
| Apr 2019 | $364.2M | $199.3M | $164.9M | 8 | 1 |
| Apr 2018 | $274.3M | $142.6M | $131.8M | 7 | 1 |
| May 2017 | $122.2M | $59.2M | $63M | 6 | 11,600 |
| Jan 2017 | $122.2M | $59.2M | $63M | 6 | 11,600 |
| Oct 2016 | $66.5M | $32.3M | $34.1M | 6 | 11,600 |
| Sep 2016 | $66.5M | $32.3M | $34.1M | 6 | 11,600 |
| Apr 2016 | $66.5M | $32.3M | $34.1M | 6 | 11,600 |
| Nov 2015 | $47.3M | $22.8M | $24.4M | 6 | 7,200 |
| May 2015 | $47.3M | $22.8M | $24.4M | 6 | 7,200 |
| Jan 2015 | $29M | $29M | $0 | 5 | 4,400 |
| May 2014 | $12.8M | $12.8M | $0 | 5 | 200 |
| Apr 2014 | $12.8M | $12.8M | $0 | 5 | 200 |
| Jul 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$1.5B
Discretionary$924.4M
Non-Disc.$584.1M
Employees8
Clients2
DateApr 2024
Total AUM$1.2B
Discretionary$743.6M
Non-Disc.$450.8M
Employees8
Clients2
DateSep 2023
Total AUM$1.1B
Discretionary$623.4M
Non-Disc.$446M
Employees8
Clients2
DateMay 2023
Total AUM$1.1B
Discretionary$623.4M
Non-Disc.$446M
Employees8
Clients2
DateApr 2023
Total AUM$1.1B
Discretionary$623.4M
Non-Disc.$446M
Employees8
Clients2
DateDec 2022
Total AUM$1.1B
Discretionary$611.5M
Non-Disc.$441.9M
Employees8
Clients2
DateMar 2022
Total AUM$1.1B
Discretionary$611.5M
Non-Disc.$441.9M
Employees8
Clients2
DateJan 2022
Total AUM$820.2M
Discretionary$487.5M
Non-Disc.$332.7M
Employees8
Clients2
DateDec 2021
Total AUM$820.2M
Discretionary$487.5M
Non-Disc.$332.7M
Employees8
Clients2
DateApr 2021
Total AUM$820.2M
Discretionary$487.5M
Non-Disc.$332.7M
Employees8
Clients2
DateFeb 2021
Total AUM$565.3M
Discretionary$332.8M
Non-Disc.$232.5M
Employees8
Clients1
DateAug 2020
Total AUM$565.3M
Discretionary$332.8M
Non-Disc.$232.5M
Employees8
Clients1
DateJun 2020
Total AUM$565.3M
Discretionary$332.8M
Non-Disc.$232.5M
Employees8
Clients1
DateApr 2020
Total AUM$565.3M
Discretionary$332.8M
Non-Disc.$232.5M
Employees8
Clients1
DateApr 2019
Total AUM$364.2M
Discretionary$199.3M
Non-Disc.$164.9M
Employees8
Clients1
DateApr 2018
Total AUM$274.3M
Discretionary$142.6M
Non-Disc.$131.8M
Employees7
Clients1
DateMay 2017
Total AUM$122.2M
Discretionary$59.2M
Non-Disc.$63M
Employees6
Clients11,600
DateJan 2017
Total AUM$122.2M
Discretionary$59.2M
Non-Disc.$63M
Employees6
Clients11,600
DateOct 2016
Total AUM$66.5M
Discretionary$32.3M
Non-Disc.$34.1M
Employees6
Clients11,600
DateSep 2016
Total AUM$66.5M
Discretionary$32.3M
Non-Disc.$34.1M
Employees6
Clients11,600
DateApr 2016
Total AUM$66.5M
Discretionary$32.3M
Non-Disc.$34.1M
Employees6
Clients11,600
DateNov 2015
Total AUM$47.3M
Discretionary$22.8M
Non-Disc.$24.4M
Employees6
Clients7,200
DateMay 2015
Total AUM$47.3M
Discretionary$22.8M
Non-Disc.$24.4M
Employees6
Clients7,200
DateJan 2015
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients4,400
DateMay 2014
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$12.8M
Discretionary$12.8M
Non-Disc.$0
Employees5
Clients200
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0