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AMES FINANCIAL SOLUTIONS, LLC

Advisory

FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL
#2,272
of 2,610 advisers by AUM
Average account
$20K
across 324 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
217
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients217
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FLORIO WEALTH MANAGEMENT, LLC
SEMINOLE, FL
$7M
J.P. AUBRY WEALTH ADVISORS, LLC
ORLANDO, FL
$7M
NCT FINANCIAL SERVICES, LLC
LAKE MARY, FL
$7M
-34.8% 1Y
HENLEY ADVISORS, LLC
LAKELAND, FL
$6M
FIRST FEDERAL FINANCIAL SERVICES CORP
LAKE CITY, FL
$6M
-93.1% 1Y
MIRZAM ASSET MANAGEMENT, LLC
JUPITER, FL
$7M
-16.9% 1Y

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