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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2021
- Office Locations
- 3
Office Locations
About Traction Financial Partners
Traction Financial Partners, LLC is an SEC-registered RIA providing customized financial planning and investment management built around a five-step planning process, risk profiling (“Risk Number”), and goal-based investment plans. The firm emphasizes client education to support confident decision-making. Securities transactions are handled through LPL Financial, with advisory services delivered by Traction as a separate entity.
Reported data analysis
What the numbers show
Between September 5, 2025 and July 22, 2026, reported AUM increased 9.8%, from $262.8M to $288.4M.
Across 5 reported observations, AUM increased 131.4% between November 7, 2022 and July 22, 2026, from $124.6M to $288.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 338 clients, or 56.3 clients per representative. That equates to $853.3K in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on July 22, 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 Traction Financial Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EVAN MICHAEL BARNES
Managing Member, Vice President
- CRD
- #5308699
- Ownership
- 50% but less than 75%
ROBERT WILLIAM HEYKOOP
Managing Member
- CRD
- #4477422
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RANDY JOHN ANDERSON
CFP
- CRD
- #4644115
Tiffany J Charles
--
- CRD
- #5922639
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,400,046 | $352,567 |
| Non-Discretionary | $0 | -- |
| Total | $288,400,046 | $352,567 |
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Separately Managed Accounts
SMA allocation detail is available
Traction Financial Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Traction Financial Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.