This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-1985
- Office Locations
- 6
Office Locations
About SYM Financial Advisors
SYM Financial Advisors is an employee-owned, fee-only independent RIA founded in 1968, providing high-touch financial planning, investment management, and employer retirement plan services for households, businesses, and institutions nationwide. The team’s depth includes CFA/CFP/CAIA/CPA credentials, and clients access a Tamarac-powered portal—useful for scalable, advice-led distribution partnerships.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RODNEY SCOTT COLEMAN
Financial Advisor, General Partner, President
- CRD
- #4567937
- Ownership
- 10% but less than 25%
ROBERT SETH WHICKER
Financial Advisor, General Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #2262135
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
BRYAN STEPHEN AANDERUD
Financial Advisor
- CRD
- #8242698
THOMAS ROBERT ACKMANN
Financial Advisor, General Partner
- CRD
- #6042355
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,138,201,003 | $775,460 |
| Non-Discretionary | $675,030,187 | $14,362,344 |
| Total | $5,813,231,190 | $871,157 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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 |
Continue browsing