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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-10-2023
- Office Locations
- 1
Office Locations
About AIM Advisors, LLC
AIM Advisors is a Raleigh, NC-based advisory firm providing team-based financial planning and portfolio guidance for individuals and families, entrepreneurs, and retirees. The firm emphasizes education and transparent communication, including weekly market updates and client events, and uses risk-tolerance analysis (Nitrogen/Riskalyze) to align portfolios with client goals. Custody includes Charles Schwab; securities are offered through Arkadios Capital.
Reported data analysis
What the numbers show
Between October 31, 2025 and January 30, 2026, reported AUM increased 14.5%, from $138.2M to $158.2M.
Across 4 reported observations, AUM increased 57.7% between September 11, 2023 and January 30, 2026, from $100.3M to $158.2M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 3 advisory representatives and 187 clients, or 62.3 clients per representative. That equates to $846.0K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full AIM Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW SCOTT ARCHER
Chief Compliance Officer, Managing Member
- CRD
- #4126987
- Ownership
- 50% but less than 75%
NINA MOORE STIBBS
Managing Member
- CRD
- #5143162
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Emily Adair Burgess
Operations Associate
- CRD
- #7795273
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,664,103 | $327,065 |
| Non-Discretionary | $1,537,301 | $512,434 |
| Total | $158,201,404 | $328,219 |
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Separately Managed Accounts
SMA allocation detail is available
AIM Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.