RIA Intel›Advisers›Virginia›PRIVATE ADVISORS LLC

PRIVATE ADVISORS LLC

Advisory

N·RICHMOND, VA

Data as of May 12, 2020 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

+10.6%

3-Year CAGR

+3.3%

Employees

37

Assets Under Management

Total AUM$5.2B

Discretionary AUM$4.3B

Non-Discretionary AUM$935M

Discretionary %82.1%

Total Clients—

Team

Total Employees37

Investment Advisers69

Employee Growth (1Y)—

Filing History

Total Filings on Record52

First FilingMar 27, 2001

Latest FilingMay 12, 2020

🔒 Full AUM trend chart and 52 historical filings spanning 19+ 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 PRIVATE ADVISORS LLC

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