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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2023
- Office Locations
- 8
Office Locations
About THE Norden Group LLC
THE Norden Group LLC is a Provo-based RIA with 8 offices. The firm has been operating for 3 years. Managing $2.0B in total assets under management, with 20 advisory representatives. They custody assets with Charles Schwab & Company and Trade-PMR.
Reported data analysis
What the numbers show
Between July 15, 2025 and February 2, 2026, reported AUM increased 13.1%, from $1.7B to $2.0B.
Across 4 reported observations, AUM increased 118.7% between December 18, 2023 and February 2, 2026, from $899.7M to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 20 advisory representatives and 1,531 clients, or 76.6 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 8 reported office locations and 3 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Norden Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SETH LARSON MERRILL
Partner
- CRD
- #5893913
- Ownership
- 50% but less than 75%
GAREN TANNER WINN
Partner
- CRD
- #4800055
- Ownership
- 50% but less than 75%
Showing 2 of 5 owners & executives
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Alec Bruce Abbott
Financial Advisor
- CRD
- #1414999
KYLEE MARIE ADAMSON
Wealth Advisor
- CRD
- #7259915
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,967,944,101 | $466,337 |
| Non-Discretionary | $0 | -- |
| Total | $1,967,944,101 | $466,337 |
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Separately Managed Accounts
SMA allocation detail is available
THE Norden Group LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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THE Norden Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.