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- Custodian
- Empower ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1983
- Office Locations
- 343
Office Locations
About SPC
Sigma Planning Corporation (SPC) is an SEC-registered RIA delivering fee-based advisory and financial planning through its advisor representatives, supported by centralized resources and back-office support. SPC helps individuals and families with retirement, tax, college and estate planning, and implements portfolios across stocks, bonds and U.S. government securities, with annuity solutions as needed. Platform support includes Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW DAVID KILBARGER
Chief Compliance Officer
- CRD
- #3069019
- Ownership
- Less than 5%
JOHN ALEXANDER MCCLELLAN
CHIEF RISK
- CRD
- #4016479
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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ROBERT JOHN ACHILLE
Owner
- CRD
- #4316392
MITCHELL JAY ADLER
Senior Financial Consultant
- CRD
- #1269596
Showing 2 of 477 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,101,268,700 | $230,829 |
| Non-Discretionary | $1,197,117 | $1,197,117 |
| Total | $6,102,465,817 | $230,865 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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