RIA Intel›Advisers›Florida›JONATHAN ROBERTS ADVISORY GROUP, INC.

JONATHAN ROBERTS ADVISORY GROUP, INC.

Advisory

N·TAMPA, FL

Data as of Jan 14, 2026 · Source: SEC Form ADV

Total AUM
$7.2B
1-Year AUM Growth
+18.2%
3-Year CAGR
+13.5%
Employees
434
Assets Under Management
Total AUM$7.2B
Discretionary AUM$5.6B
Non-Discretionary AUM$1.6B
Discretionary %77.7%
Total Clients29,614
Team
Total Employees434
Investment Advisers512
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record83
First FilingNov 12, 2001
Latest FilingJan 14, 2026
🔒 Full AUM trend chart and 83 historical filings spanning 25+ 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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