This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-26-1991
- Office Locations
- 1
Office Locations
About Alexander Randolph Advisory INC
Alexander Randolph Advisory, Inc. is a fee-only, SEC-registered RIA providing investment and wealth management for retail and institutional clients. The firm pairs portfolio management and financial planning with in-house tax compliance, tax advisory, and accounting delivered through Alexander Randolph, Inc. Investment positioning emphasizes asset allocation using public funds, including ETFs, and the firm custody relationship includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM increased 11.0%, from $363.8M to $403.9M.
Across 5 reported observations, AUM increased 14.1% between May 31, 2022 and March 31, 2026, from $354.1M to $403.9M.
Of the latest reported AUM, 67.6% is discretionary and 32.4% is non-discretionary.
The firm reports 3 advisory representatives and 163 clients, or 54.3 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Alexander Randolph Advisory INC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Alexander Randolph Advisory INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY WILLIAM SCHLAFFER
Chairman, Chief Compliance Officer, Investment Advisor
- CRD
- #1449426
- Ownership
- 75% or more
MATTHEW DAVID SHRIVER
Advisor, PRINCIPAL
- CRD
- #2466249
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,890,643 | $675,472 |
| Non-Discretionary | $131,019,014 | $1,871,700 |
| Total | $403,909,657 | $852,130 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Alexander Randolph Advisory INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Alexander Randolph Advisory INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.