$854.8M Total AUM
$844.3M Disc. AUM
-- 3Y CAGR
7 Employees
3,980 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-24-2023
- Office Locations
- 19
Office Locations
1018 Pittsburgh Road Valencia PA
1100 Wayne AVE Suite 670 Silver Spring MD
1401 Mercantile Lane Suite 500-L Upper Marlboro MD
About Rossby Financial, LLC
Rossby Financial, LLC is a Melbourne-based RIA with 19 offices. The firm has been operating for 3 years. Managing $854.8M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
43 AVG AGE
$427.4M AVG AUM / ADVISOR
$214.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ANDREW JOHN EVANS
Chief Executive Officer, Wealth Advisor
- CRD
- #4779446
- Ownership
- 50% but less than 75%
Available
Available
Available
CHRISTOPHER JOSEPH MARSICO
Financial Advisor
- CRD
- #2933237
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 8 owners & executives
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JOHN CHRISTOPHER ROY ANDREWS
Founder, President
- CRD
- #5500090
Available
Available
Available
B
BRADLEY AARON BANKEN
--
- CRD
- #4980305
Available
Available
Available
Showing 2 of 27 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $844,293,948 | $216,875 |
| Non-Discretionary | $10,485,618 | $616,801 |
| Total | $854,779,566 | $218,614 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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