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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 31, 2026, reported AUM increased 19.1%, from $4.9B to $5.8B.
Across 5 reported observations, AUM increased 56.8% between March 25, 2022 and March 31, 2026, from $3.7B to $5.8B.
Of the latest reported AUM, 88.4% is discretionary and 11.6% is non-discretionary.
The firm reports 49 advisory representatives and 1,991 clients, or 40.6 clients per representative. That equates to $2.9M in reported AUM per client.
The profile lists 6 reported office locations and 41 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full SYM Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 |
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Separately Managed Accounts
SMA allocation detail is available
SYM Financial 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
SYM Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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