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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2016
- Office Locations
- 84
Office Locations
About Facet
Facet is a retail RIA providing personalized, membership-based financial planning and discretionary investment management across major life goals. Offerings include portfolio construction, retirement and education planning (529s), insurance guidance, and tax-aware planning; estate planning is delivered via Wealth.com for certain service levels. The firm custody platform includes Schwab and Fidelity/NFS, and it was recognized in USA TODAY/Statista’s 2025 top RIA ranking.
Reported data analysis
What the numbers show
Between October 1, 2025 and July 31, 2026, reported AUM increased 59.9%, from $4.8B to $7.6B.
Across 5 reported observations, AUM increased 445.4% between November 4, 2022 and July 31, 2026, from $1.4B to $7.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 77 advisory representatives and 17,262 clients, or 224.2 clients per representative. That equates to $440.5K in reported AUM per client.
The profile lists 84 reported office locations and 9 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Facet record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Anderson Egan Jones
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 5% but less than 10%
PATRICK ROYAL MCKENNA
Chairman, DIRECTOR, Executive Chairman
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 10 owners & executives
Unlock allContacts
BRANDON CHARLES AGUILAR GUNDERSON
Financial Planner
- CRD
- #7589110
Philip Thomas Alford
--
- CRD
- #6622770
Showing 2 of 95 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,603,700,943 | $173,071 |
| Non-Discretionary | $0 | -- |
| Total | $7,603,700,943 | $173,071 |
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Separately Managed Accounts
SMA allocation detail is available
Facet has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Facet's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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