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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-2013
- Office Locations
- 1
Office Locations
About FI3 Financial Advisors, LLC
Fi3 Financial Advisors is an independent, fee-only RIA and multi-family office serving as “Family CFO” to high-net-worth and multigenerational families, including entrepreneurs and executives. The firm provides fiduciary financial planning and investment management with transparent, product-neutral advice (no commissions or revenue sharing) and a team that includes CPAs and CFP professionals, coordinating with clients’ other advisors. Custody commonly via Schwab and Fidelity.
Reported data analysis
What the numbers show
Between April 9, 2025 and July 24, 2026, reported AUM increased 22.7%, from $928.4M to $1.1B.
Across 5 reported observations, AUM increased 87.9% between August 30, 2022 and July 24, 2026, from $606.2M to $1.1B.
Of the latest reported AUM, 85.6% is discretionary and 14.4% is non-discretionary.
The firm reports 21 advisory representatives and 264 clients, or 12.6 clients per representative. That equates to $4.3M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on July 24, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full FI3 Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL J DEL PRIORE
Chief Compliance Officer
- CRD
- #6221161
- Ownership
- Less than 5%
MICHAEL EDMOND GOSS
DIRECTOR, President
- CRD
- #2557044
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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Alexander Alessia
Associate Financial Advisor
- CRD
- #7265567
MICHAEL PAUL EMERSON
Partner, Senior Consultant, The Wealth Office®
- CRD
- #5539628
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $975,327,898 | $687,335 |
| Non-Discretionary | $163,572,852 | $730,236 |
| Total | $1,138,900,750 | $693,184 |
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Separately Managed Accounts
SMA allocation detail is available
FI3 Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
FI3 Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.