RIA Intel›Advisers›Florida›ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

Advisory

N·TAMPA, FL

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM
$3.9B
1-Year AUM Growth
-51.9%
3-Year CAGR
-21.7%
Employees
38
Assets Under Management
Total AUM$3.9B
Discretionary AUM$3.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,945
Team
Total Employees38
Investment Advisers58
Employee Growth (1Y)+6.7%
Filing History
Total Filings on Record26
First FilingJun 19, 2020
Latest FilingJul 16, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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