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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-17-2017
- Office Locations
- 103
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and June 9, 2026, reported AUM increased 127.9%, from $3.9B to $8.8B.
Across 5 reported observations, AUM increased 362.4% between October 27, 2022 and June 9, 2026, from $1.9B to $8.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 151 advisory representatives and 14,886 clients, or 98.6 clients per representative. That equates to $590.5K in reported AUM per client.
The profile lists 103 reported office locations and 9 years in operation. The source data was last updated on June 9, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Arkadios Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Holly Evans
Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
Kiliaen van Rensselaer Ludlow
Advisor
- CRD
- #2769150
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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MAURICE JAMES ACRICHE
--
- CRD
- #1327992
Paulo M Aguilar
--
- CRD
- #5875943
Showing 2 of 221 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Arkadios Wealth Advisors has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Arkadios Wealth Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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