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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2003
- Office Locations
- 15
Office Locations
About Gradient Investments, LLC
Gradient Investments, LLC is an independent, privately owned, fee-based SEC-registered RIA providing professional money management via separately managed accounts using ETFs and individual equities. The firm serves individuals and institutional investors including pension plans, foundations, endowments, and corporations, and operates across retail and institutional channels; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 19, 2025 and June 24, 2026, reported AUM increased 1.6%, from $8.1B to $8.2B.
Across 5 reported observations, AUM increased 101.0% between September 20, 2022 and June 24, 2026, from $4.1B to $8.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 15 advisory representatives and 26,563 clients, or 1,770.9 clients per representative. That equates to $308.7K in reported AUM per client.
The profile lists 15 reported office locations and 22 years in operation. The source data was last updated on August 11, 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
- Services
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The full Gradient Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICOLE SHELTON Alexander
Chief Compliance Officer
- CRD
- #4249833
- Ownership
- Less than 5%
MICHAEL ARTHUR BINGER
President
- CRD
- #6266863
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DOUGLAS VICTOR AMIS
CEO, President
- CRD
- #6022170
MATTHEW PHILLIP ANDERSON
Financial Advisor, General Partner
- CRD
- #6337030
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,201,136,002 | $106,080 |
| Non-Discretionary | $0 | -- |
| Total | $8,201,136,002 | $106,080 |
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Separately Managed Accounts
SMA allocation detail is available
Gradient Investments, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Gradient Investments, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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