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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2008
- Office Locations
- 1
Office Locations
About N1 Advisors
N1 Advisors is an independent RIA providing private wealth management and corporate retirement plan services. The team partners with individuals/families and employers to build customized financial strategies, manage investment portfolios, and provide ongoing, hands-on guidance—including support for participant questions. Custody is with Charles Schwab.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 23, 2026, reported AUM increased 13.3%, from $393.0M to $445.5M.
Across 5 reported observations, AUM increased 30.0% between December 16, 2022 and March 23, 2026, from $342.8M to $445.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 246 clients, or 82 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 23, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SCOTT ROGER SNYDER
Advisor, Chief Investment Officer, Managing Partner
- CRD
- #2757979
- Ownership
- 75% or more
ERIC CHRISTOPHER PRESSLER
Advisor, PARTNER
- CRD
- #2318263
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,459,889 | $939,789 |
| Non-Discretionary | $0 | -- |
| Total | $445,459,889 | $939,789 |
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Separately Managed Accounts
SMA allocation detail is available
N1 Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
N1 Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.