RIA Intel›Advisers›Arizona›PIONEER ADVISORS, LLC

PIONEER ADVISORS, LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Sep 23, 2015 · Source: SEC Form ADV

Total AUM

$283M

1-Year AUM Growth

+265.2%

3-Year CAGR

+31.0%

Employees

2

Assets Under Management

Total AUM$283M

Discretionary AUM$1M

Non-Discretionary AUM$282M

Discretionary %0.4%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingOct 29, 2010

Latest FilingSep 23, 2015

🔒 Full AUM trend chart and 17 historical filings spanning 5+ 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 PIONEER ADVISORS, LLC

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