CRD: 135145
Generational Wealth Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-02-2005
- Office Locations
- 4
Office Locations
About Generational Wealth Advisors
Generational Wealth Advisors is an award-winning wealth management firm serving business owners and entrepreneurs. The team provides financial and investment planning, portfolio construction and asset allocation, with capabilities spanning tax and estate planning and insurance solutions. They publish detailed quarterly market reviews for clients and partners, and custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 9, 2025 and April 22, 2026, reported AUM increased 44.9%, from $392.5M to $568.8M.
Across 5 reported observations, AUM increased 100.7% between November 29, 2022 and April 22, 2026, from $283.4M to $568.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 239 clients, or 21.7 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 4 reported office locations and 21 years in operation. The source data was last updated on April 22, 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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Owner & Executives
JEFFREY BRENT EVERETT
Chief Compliance Officer, Chief Investment Officer, COMPLIANCE OFFICER
- CRD
- #4443268
- Ownership
- 5% but less than 10%
RYAN L. BINKLEY
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Gina Petrelli Aldaz
Managing Director
- CRD
- #6569932
Norbert L. Butkus
Wealth Management Advisor
- CRD
- #6585808
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,765,356 | $944,793 |
| Non-Discretionary | $0 | -- |
| Total | $568,765,356 | $944,793 |
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Separately Managed Accounts
SMA allocation detail is available
Generational Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.