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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-11-2022
- Office Locations
- 3
Office Locations
About 25 Financial
25 Financial is a fiduciary wealth management firm built for physicians and other high-income/ultra-high-net-worth clients. It delivers integrated planning across investments, insurance, debt, employee benefits, tax, retirement, and estate/asset protection. The team emphasizes tax-efficient portfolio construction and selective alternatives, using a private-equity-style due diligence process and relationships with private funds such as real estate syndications and private practice investments. Custody includes Schwab and Fidelity.
Reported data analysis
What the numbers show
Between April 2, 2025 and May 19, 2026, reported AUM increased 31.3%, from $415.0M to $545.0M.
Across 5 reported observations, AUM increased 191.5% between September 16, 2022 and May 19, 2026, from $187.0M to $545.0M.
Of the latest reported AUM, 90.3% is discretionary and 9.7% is non-discretionary.
The firm reports 8 advisory representatives and 530 clients, or 66.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JEFFREY SCOTT LARSON
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4836889
- Ownership
- 25% but less than 50%
RANDALL SCOTT LARSON
Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Managing Partner
- CRD
- #5862743
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
JONATHAN PAUL LESTER
Financial Advisor
- CRD
- #6231570
Stephan Kern Josiah McKee
Wealth Advisor
- CRD
- #7208371
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $492,000,000 | $205,000 |
| Non-Discretionary | $53,000,000 | $78,519 |
| Total | $545,000,000 | $177,236 |
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Separately Managed Accounts
SMA allocation detail is available
25 Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.