ALLY INVEST ADVISORS INC
Legal name: ALLY INVEST ADVISORS
CRD #170301 SEC #801-79305 CHARLOTTE, NC 855-880-2559
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
9
Clients
--
Accounts
76,058
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.4B | $1.4B | $0 | 9 | 0 |
| Jul 2025 | $1.4B | $1.4B | $0 | 9 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 9 | 0 |
| Dec 2024 | $1.1B | $1.1B | $0 | 12 | 0 |
| Sep 2024 | $1.1B | $1.1B | $0 | 12 | 0 |
| Feb 2024 | $1.1B | $1.1B | $0 | 12 | 0 |
| Sep 2023 | $986.7M | $986.7M | $0 | 14 | 0 |
| Mar 2023 | $986.7M | $986.7M | $0 | 14 | 0 |
| Nov 2022 | $1.1B | $1.1B | $0 | 15 | 0 |
| Aug 2022 | $1.1B | $1.1B | $0 | 15 | 0 |
| May 2022 | $1.1B | $1.1B | $0 | 15 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 15 | 0 |
| Sep 2021 | $709.8M | $709.8M | $0 | 12 | 0 |
| Mar 2021 | $709.8M | $709.8M | $0 | 12 | 0 |
| Aug 2020 | $276.9M | $276.9M | $0 | 0 | 0 |
| Jun 2020 | $276.9M | $276.9M | $0 | 0 | 0 |
| Mar 2020 | $276.9M | $276.9M | $0 | 0 | 0 |
| Nov 2019 | $241.9M | $241.9M | $0 | 30 | 0 |
| Sep 2019 | $217.8M | $217.8M | $0 | 30 | 0 |
| Jun 2019 | $175.8M | $175.8M | $0 | 30 | 0 |
| Mar 2019 | $157.2M | $157.2M | $0 | 30 | 0 |
| Oct 2018 | $126.2M | $126.2M | $0 | 30 | 0 |
| Jun 2018 | $113.9M | $113.9M | $0 | 66 | 0 |
| Nov 2017 | $59.8M | $59.8M | $0 | 66 | 0 |
| May 2017 | $18M | $18M | $0 | 27 | 1,800 |
| Mar 2017 | $17.7M | $17.7M | $0 | 15 | 1,900 |
| Jan 2017 | $15.6M | $15.6M | $0 | 15 | 2,000 |
| Oct 2016 | $13.5M | $13.5M | $0 | 8 | 2,000 |
| Jul 2016 | $13.5M | $13.5M | $0 | 8 | 2,000 |
| Jun 2016 | $13.5M | $13.5M | $0 | 8 | 2,000 |
| May 2016 | $13.3M | $13.3M | $0 | 9 | 1,900 |
| Mar 2016 | $12M | $12M | $0 | 9 | 1,600 |
| Feb 2016 | $12M | $12M | $0 | 9 | 1,600 |
| Feb 2016 | $12.1M | $12.1M | $0 | 8 | 1,400 |
| Jan 2016 | $12.1M | $12.1M | $0 | 8 | 1,400 |
| Dec 2015 | $12.1M | $12.1M | $0 | 8 | 1,400 |
| Dec 2015 | $12.1M | $12.1M | $0 | 8 | 1,400 |
| Nov 2015 | $11.5M | $11.5M | $0 | 8 | 1,300 |
| Nov 2015 | $11.5M | $11.5M | $0 | 8 | 1,300 |
| Oct 2015 | $10.9M | $10.9M | $0 | 8 | 700 |
| Sep 2015 | $9.3M | $9.3M | $0 | 8 | 700 |
| Aug 2015 | $9.3M | $9.3M | $0 | 8 | 700 |
| Jun 2015 | $8.3M | $8.3M | $0 | 8 | 400 |
| May 2015 | $6.9M | $6.9M | $0 | 8 | 400 |
| Apr 2015 | $5.5M | $5.5M | $0 | 8 | 400 |
| Apr 2015 | $5.5M | $5.5M | $0 | 8 | 400 |
| Apr 2015 | $5M | $5M | $0 | 11 | 300 |
| Mar 2015 | $3.1M | $3.1M | $0 | 11 | 200 |
| Mar 2015 | $3.1M | $3.1M | $0 | 11 | 200 |
| Feb 2015 | $2.7M | $2.7M | $0 | 11 | 200 |
| Feb 2015 | $1.7M | $1.7M | $0 | 11 | 26 |
| Jan 2015 | $1.7M | $1.7M | $0 | 11 | 26 |
| Jan 2015 | $1.7M | $1.7M | $0 | 11 | 26 |
| Nov 2014 | $1.3M | $1.3M | $0 | 8 | 26 |
| Nov 2014 | $0 | $0 | $0 | 8 | 0 |
| Oct 2014 | $0 | $0 | $0 | 8 | 0 |
| Oct 2014 | $0 | $0 | $0 | 7 | 0 |
| Jun 2014 | $0 | $0 | $0 | 7 | 0 |
| May 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 7 | 0 |
| Apr 2014 | $0 | $0 | $0 | 5 | 0 |
| Feb 2014 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateJul 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateSep 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$986.7M
Discretionary$986.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$986.7M
Discretionary$986.7M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateAug 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$709.8M
Discretionary$709.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$709.8M
Discretionary$709.8M
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$276.9M
Discretionary$276.9M
Non-Disc.$0
Employees0
Clients0
DateJun 2020
Total AUM$276.9M
Discretionary$276.9M
Non-Disc.$0
Employees0
Clients0
DateMar 2020
Total AUM$276.9M
Discretionary$276.9M
Non-Disc.$0
Employees0
Clients0
DateNov 2019
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees30
Clients0
DateSep 2019
Total AUM$217.8M
Discretionary$217.8M
Non-Disc.$0
Employees30
Clients0
DateJun 2019
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees30
Clients0
DateMar 2019
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees30
Clients0
DateOct 2018
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees30
Clients0
DateJun 2018
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees66
Clients0
DateNov 2017
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees66
Clients0
DateMay 2017
Total AUM$18M
Discretionary$18M
Non-Disc.$0
Employees27
Clients1,800
DateMar 2017
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees15
Clients1,900
DateJan 2017
Total AUM$15.6M
Discretionary$15.6M
Non-Disc.$0
Employees15
Clients2,000
DateOct 2016
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees8
Clients2,000
DateJul 2016
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees8
Clients2,000
DateJun 2016
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees8
Clients2,000
DateMay 2016
Total AUM$13.3M
Discretionary$13.3M
Non-Disc.$0
Employees9
Clients1,900
DateMar 2016
Total AUM$12M
Discretionary$12M
Non-Disc.$0
Employees9
Clients1,600
DateFeb 2016
Total AUM$12M
Discretionary$12M
Non-Disc.$0
Employees9
Clients1,600
DateFeb 2016
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees8
Clients1,400
DateJan 2016
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees8
Clients1,400
DateDec 2015
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees8
Clients1,400
DateDec 2015
Total AUM$12.1M
Discretionary$12.1M
Non-Disc.$0
Employees8
Clients1,400
DateNov 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees8
Clients1,300
DateNov 2015
Total AUM$11.5M
Discretionary$11.5M
Non-Disc.$0
Employees8
Clients1,300
DateOct 2015
Total AUM$10.9M
Discretionary$10.9M
Non-Disc.$0
Employees8
Clients700
DateSep 2015
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees8
Clients700
DateAug 2015
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees8
Clients700
DateJun 2015
Total AUM$8.3M
Discretionary$8.3M
Non-Disc.$0
Employees8
Clients400
DateMay 2015
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients400
DateApr 2015
Total AUM$5.5M
Discretionary$5.5M
Non-Disc.$0
Employees8
Clients400
DateApr 2015
Total AUM$5.5M
Discretionary$5.5M
Non-Disc.$0
Employees8
Clients400
DateApr 2015
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees11
Clients300
DateMar 2015
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees11
Clients200
DateMar 2015
Total AUM$3.1M
Discretionary$3.1M
Non-Disc.$0
Employees11
Clients200
DateFeb 2015
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees11
Clients200
DateFeb 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees11
Clients26
DateJan 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees11
Clients26
DateJan 2015
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees11
Clients26
DateNov 2014
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees8
Clients26
DateNov 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0