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MONTROSE ADVISORS INC

NEW YORK, NY · CRD 105918 · IAPD ↗ · montroseadvisors.com · 212-888-4747

$670.8MRegulatory AUM
3Advisory reps
5Employees
10Clients
11-25Planning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MONTROSE ADVISORS INC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — MONTROSE ADVISORS INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
April 2025 — MONTROSE ADVISORS INC crossed $500M in regulatory AUM ($413.1M -> $647.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2024 — MONTROSE ADVISORS INC reported RAUM up 72% ($240.1M -> $413.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.