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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2015
- Office Locations
- 1
Office Locations
About FIT Advisors LLC
FIT Advisors is an RIA serving physicians and business owners with a hands-on approach to simplifying complex financial plans. The firm provides integrated financial and investment planning, tax and estate planning coordination, insurance guidance, and portfolio construction, including business succession needs. Portfolios skew heavily to ETFs and are implemented via SMA strategies; custody is supported through Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 93 clients, or 93 clients per representative. That equates to $738.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full FIT Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANJALI JARIWALA JAYAKUMAR
Chief Compliance Officer, PRINCIPAL
- CRD
- #4695334
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,700,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FIT Advisors LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.