Investment adviser · CRD 290289
ROOT FINANCIAL PARTNERS
Investment adviser filing (IA)
ROOT FINANCIAL PARTNERS, LLC
AUSTIN, TX, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $2.15B Form ADV · Item 5.F
- Client accounts
- 4,110 Accounts, not individual clients
- Employees
- 65 Reported in this filing
- Advisory professionals
- 59 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 643 | $2,057,645,592 | 95.8% |
| Individuals | 209 | $83,390,968 | 3.9% |
| Retirement plans | 6 | $6,737,829 | 0.3% |
Filing source
Form ADV 2129508 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
801 BARTON SPRINGS RDAUSTIN, TX, 78704, United States
CRD 290289
Filing source
Form ADV 2129508 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.