RIA Intel›Advisers›Texas›ROOT FINANCIAL PARTNERS, LLC

ROOT FINANCIAL PARTNERS, LLC

Advisory

N·AUSTIN, TX

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+112.9%

3-Year CAGR

—

Employees

59

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.1B

Non-Discretionary AUM$7M

Discretionary %99.7%

Total Clients858

Team

Total Employees59

Investment Advisers65

Employee Growth (1Y)+80.0%

Filing History

Total Filings on Record18

First FilingMay 24, 2022

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 4+ 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 ROOT FINANCIAL PARTNERS, LLC

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