This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-19-2007
- Office Locations
- 33
Office Locations
About Larson Financial Group, LLC
Larson Financial Holdings is an integrated financial services firm founded in 2006, delivering comprehensive financial planning and investment advice with in-house tax and insurance resources. The firm serves physicians/health care professionals, business owners, retirees, and family offices/institutions, supported by a network of 200+ advisors across 30 states. Larson is part of the Schwab Advisor Network and was recognized among 2025’s fastest-growing RIAs.
Reported data analysis
What the numbers show
Between September 18, 2025 and March 13, 2026, reported AUM increased 35.9%, from $4.0B to $5.5B.
Across 5 reported observations, AUM increased 148.7% between December 21, 2022 and March 13, 2026, from $2.2B to $5.5B.
Of the latest reported AUM, 88.3% is discretionary and 11.7% is non-discretionary.
The firm reports 68 advisory representatives and 4,961 clients, or 73 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 33 reported office locations and 19 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Larson Financial Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Larson Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RANDY SCOTT MILLER
Chief Compliance Officer
- CRD
- #4798775
- Ownership
- Less than 5%
COLIN GREGORY WIENS
Financial Advisor, General Partner, President
- CRD
- #5841752
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
DARIN DEAN ARCHBOLD
Financial Advisor, General Partner
- CRD
- #2571156
ANDREW THOMAS BAKER
Financial Advisor
- CRD
- #5874936
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,842,393,180 | $213,115 |
| Non-Discretionary | $639,449,208 | $199,578 |
| Total | $5,481,842,388 | $211,442 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Larson Financial Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Larson Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing