$8.8B Total AUM
$8.8B Disc. AUM
53.3% 3Y CAGR
188 Employees
14,886 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2017
- Office Locations
- 103
Office Locations
1 Metroplex DR Suite 575 Birmingham AL
100 Warrant St., Suite 311 Mankato MN
1020 Boll Weevil Circle Suite A Enterprise AL
About Arkadios Wealth Advisors
Arkadios is a wealth management platform built by advisors for entrepreneurial RIAs seeking an alternative to the traditional independent broker/dealer model. It pairs boutique, high-touch support with technology and practice-acceleration consulting spanning acquisitions and succession planning, plus branding and digital marketing services. Network spans offices in 33 states; custodians include Schwab and Fidelity/NFS.
Team overview
47 AVG AGE
$58.2M AVG AUM / ADVISOR
$590.5K AVG AUM / CLIENT
3.1 yrs AVG TENURE
188 Employees
151 Advisory Reps
60 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
H
Holly Evans
Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Kiliaen van Rensselaer Ludlow
Advisor
- CRD
- #2769150
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 6 owners & executives
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M
MAURICE JAMES ACRICHE
--
- CRD
- #1327992
Available
Available
Available
Paulo M Aguilar
--
- CRD
- #5875943
Available
Available
Available
Showing 2 of 222 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,789,840,262 | $590,477 |
| Non-Discretionary | $0 | -- |
| Total | $8,789,840,262 | $590,477 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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