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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
About BQS Financial Advisors, LLC
BQS Financial Advisors, LLC is a NEW York-based RIA. The firm has been operating for 1 years. Managing $226.4M in total assets under management, with 5 advisory representatives.
Reported data analysis
What the numbers show
Between October 24, 2025 and March 9, 2026, reported AUM increased 37.2%, from $165.0M to $226.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 29 clients, or 5.8 clients per representative. That equates to $7.8M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full BQS Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER WILLIAM CONWAY
Managing Partner
- CRD
- #4662645
- Ownership
- 25% but less than 50%
TODD RYAN DIXON
Managing Partner
- CRD
- #5063823
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Calvin Joe Ruiz
VP, Southwestern Region
- CRD
- #6892793
Derek James Wratchford
VP, Western Region
- CRD
- #6683570
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,357,000 | $7,805,414 |
| Non-Discretionary | $0 | -- |
| Total | $226,357,000 | $7,805,414 |
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Separately Managed Accounts
SMA allocation detail is available
BQS Financial Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.