This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Fidelity/NFS · T. Rowe Price · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2010
- Office Locations
- 2
Office Locations
About Morin Private Client Group, LLC
Morin Private Client Group, LLC is a Wilson-based RIA with 2 offices. The firm has been operating for 15 years. Managing $716.3M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 4, 2025 and March 31, 2026, reported AUM increased 31.0%, from $546.7M to $716.3M.
Across 5 reported observations, AUM increased 16.0% between December 12, 2022 and March 31, 2026, from $617.4M to $716.3M.
Of the latest reported AUM, 11.3% is discretionary and 88.7% is non-discretionary.
The firm reports 2 advisory representatives and 80 clients, or 40 clients per representative. That equates to $9.0M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 31, 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 Morin Private Client Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Morin Private Client Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT ARTHUR MORIN
President
- CRD
- #2384249
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANN-MARIE Harrington
--
- CRD
- #5993241
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,290,910 | $1,178,129 |
| Non-Discretionary | $635,017,479 | $57,728,862 |
| Total | $716,308,389 | $8,953,855 |
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
Morin Private Client Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.