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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-18-2003
- Office Locations
- 181
Office Locations
About Kovack Advisors, Inc.
Kovack Advisors, Inc. is an SEC-registered RIA providing fee-based advisory accounts and its CHOICE programs for financial professionals serving retail and institutional investors. The firm offers an approved menu of third-party money management programs, including asset allocation firms and individual managers, and supports advisors with objective program review and evaluation. It emphasizes independence from proprietary products.
Reported data analysis
What the numbers show
Between December 19, 2025 and April 27, 2026, reported AUM increased 13.5%, from $5.5B to $6.3B.
Across 5 reported observations, AUM increased 38.1% between September 19, 2022 and April 27, 2026, from $4.5B to $6.3B.
Of the latest reported AUM, 81.6% is discretionary and 18.4% is non-discretionary.
The firm reports 300 advisory representatives and 13,498 clients, or 45 clients per representative. That equates to $465.2K in reported AUM per client.
The profile lists 181 reported office locations and 22 years in operation. The source data was last updated on April 27, 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
- Technology
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The full Kovack Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN JOHN KOVACK
Chief Executive Officer, Financial Advisor, President
- CRD
- #2809477
- Ownership
- Less than 5%
CECILIA MERCADO
Chief Compliance Officer
- CRD
- #5003364
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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RALPH GERARD ADAMO
Financial Executive
- CRD
- #1624126
ANTHONY DAVID AGBAY
Financial Advisor
- CRD
- #2354562
Showing 2 of 258 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,124,376,732 | $299,479 |
| Non-Discretionary | $1,155,283,830 | $341,598 |
| Total | $6,279,660,562 | $306,430 |
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Separately Managed Accounts
SMA allocation detail is available
Kovack Advisors, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kovack Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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