ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
Legal name: ASSUREDPARTNERS INVESTMENT ADVISORS
CRD #309550 SEC #801-117771 TAMPA, FL 407-708-0050
SEC Registered
Total AUM
$3.3B
Discretionary
$3.3B
Employees
69
Clients
251
Accounts
3,759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| Sep 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| Sep 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| Jun 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| May 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| Mar 2025 | $3.3B | $3.3B | $0 | 69 | 219 |
| Feb 2025 | $179M | $179M | $0 | 23 | 139 |
| Jan 2025 | $179M | $179M | $0 | 23 | 139 |
| Jan 2025 | $179M | $179M | $0 | 23 | 139 |
| Nov 2024 | $179M | $179M | $0 | 23 | 139 |
| Oct 2024 | $179M | $179M | $0 | 22 | 139 |
| Jul 2024 | $179M | $179M | $0 | 22 | 139 |
| Jul 2024 | $179M | $179M | $0 | 22 | 139 |
| Jul 2024 | $179M | $179M | $0 | 22 | 139 |
| Jun 2024 | $179M | $179M | $0 | 22 | 139 |
| Jun 2024 | $179M | $179M | $0 | 22 | 139 |
| May 2024 | $179M | $179M | $0 | 22 | 139 |
| May 2024 | $179M | $179M | $0 | 22 | 139 |
| Apr 2024 | $179M | $179M | $0 | 22 | 139 |
| Jan 2024 | $179M | $179M | $0 | 22 | 139 |
| Jan 2024 | $372M | $142.9M | $229.1M | 22 | 539 |
| Jan 2024 | $372M | $142.9M | $229.1M | 22 | 539 |
| Oct 2023 | $372M | $142.9M | $229.1M | 21 | 539 |
| Oct 2023 | $372M | $142.9M | $229.1M | 21 | 539 |
| Sep 2023 | $372M | $142.9M | $229.1M | 21 | 539 |
| Jul 2023 | $372M | $142.9M | $229.1M | 22 | 539 |
| Jul 2023 | $372M | $142.9M | $229.1M | 11 | 539 |
| Jul 2023 | $372M | $142.9M | $229.1M | 11 | 539 |
| Jul 2023 | $372M | $142.9M | $229.1M | 11 | 539 |
| Mar 2023 | $372M | $142.9M | $229.1M | 11 | 539 |
| Feb 2023 | $372M | $142.9M | $229.1M | 11 | 539 |
| Jan 2023 | $111.7M | $0 | $111.7M | 5 | 283 |
| Mar 2022 | $111.7M | $0 | $111.7M | 5 | 283 |
DateNov 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateSep 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateSep 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateJun 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateMay 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateMar 2025
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees69
Clients219
DateFeb 2025
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees23
Clients139
DateJan 2025
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees23
Clients139
DateJan 2025
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees23
Clients139
DateNov 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees23
Clients139
DateOct 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJul 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJul 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJul 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJun 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJun 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateMay 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateMay 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateApr 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJan 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees22
Clients139
DateJan 2024
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees22
Clients539
DateJan 2024
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees22
Clients539
DateOct 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees21
Clients539
DateOct 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees21
Clients539
DateSep 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees21
Clients539
DateJul 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees22
Clients539
DateJul 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees11
Clients539
DateJul 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees11
Clients539
DateJul 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees11
Clients539
DateMar 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees11
Clients539
DateFeb 2023
Total AUM$372M
Discretionary$142.9M
Non-Disc.$229.1M
Employees11
Clients539
DateJan 2023
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees5
Clients283
DateMar 2022
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees5
Clients283