This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Apex
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2020
- Office Locations
- 6
Office Locations
About Range Advisory, LLC
Range Advisory, LLC is an SEC-registered RIA offering app-based wealth management and financial planning for individuals. Clients aggregate accounts, meet with a Range Financial Planner, and receive modular plans across investments, tax, retirement, cash flow, and real estate, with DIY dashboards for projections and monitoring. Investment management is delivered via third-party TAMP strategies; custody includes Altruist.
Reported data analysis
What the numbers show
Between August 5, 2025 and September 23, 2026, reported AUM increased 416.3%, from $269.0M to $1.4B.
Across 4 reported observations, AUM increased 1000871.3% between December 13, 2023 and September 23, 2026, from $138.7K to $1.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 2,953 clients, or 164.1 clients per representative. That equates to $470.3K in reported AUM per client.
The profile lists 6 reported office locations and 5 years in operation. The source data was last updated on September 23, 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 Range Advisory, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Range Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Fahad Hassan
Chief Compliance Officer, Chief Executive Officer, Co-founder, Founder
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
Unlock allContacts
DANIELLE CARLOTTA ALCIDE
Director
- CRD
- #5730661
CONNOR SCOTT BLACK
--
- CRD
- #6521715
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,388,737,633 | $266,808 |
| Non-Discretionary | $0 | -- |
| Total | $1,388,737,633 | $266,808 |
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
Range Advisory, LLC 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
Range Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.