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CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Advisory

N·RICHMOND, VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$10.3B

1-Year AUM Growth

+26.6%

3-Year CAGR

+24.3%

Employees

85

Assets Under Management

Total AUM$10.3B

Discretionary AUM$6.9B

Non-Discretionary AUM$3.3B

Discretionary %67.8%

Total Clients5,851

Team

Total Employees85

Investment Advisers182

Employee Growth (1Y)+10.9%

Filing History

Total Filings on Record91

First FilingSep 18, 2003

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 91 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.