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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2000
- Office Locations
- 1
Office Locations
About MPS-Loria Financial PLANNERS,LLC
MPS Loria Financial Planners is an independent, fiduciary wealth management firm providing integrated financial/wealth planning, portfolio construction, and ongoing investment management. The team includes AIF designees, CPAs and a CEBS, supporting business owners and entrepreneurs with holistic, goal-based advice. Portfolios commonly use ETFs, mutual funds and fixed income; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between November 11, 2025 and February 24, 2026, reported AUM increased 10.0%, from $751.4M to $826.6M.
Across 5 reported observations, AUM increased 18.6% between October 11, 2022 and February 24, 2026, from $696.9M to $826.6M.
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 5 advisory representatives and 692 clients, or 138.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on February 24, 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
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- Technology
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Owner & Executives
RICHARD THOMAS LORIA
General Partner
- CRD
- #2178578
- Ownership
- 25% but less than 50%
MICHAEL FRANCIS PAURITSCH
Financial Advisor, General Partner
- CRD
- #1505598
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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KENNETH GEORGE DAEMICKE
Financial Advisor
- CRD
- #1566636
CHRISTOS GEORGE KYROS
Financial Advisor, General Partner
- CRD
- #2928444
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $786,712,184 | $493,856 |
| Non-Discretionary | $39,858,302 | $517,640 |
| Total | $826,570,486 | $494,952 |
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Separately Managed Accounts
SMA allocation detail is available
MPS-Loria Financial PLANNERS,LLC 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
MPS-Loria Financial PLANNERS,LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.