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MIO PARTNERS, INC.

NEW YORK, NY · CRD 108637 · IAPD ↗ · miopartners.com · 212-203-4000

$59.59BRegulatory AUM
66Advisory reps
287Employees
975Clients
More than 500Planning clients
15Private funds
28States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — MIO PARTNERS, INC. reported RAUM up 33% ($44.93B -> $59.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — MIO PARTNERS, INC. grew from 58 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
November 2024 — MIO PARTNERS, INC. notice-filed in ME, OR, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MIO PARTNERS, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2024 — MIO PARTNERS, INC. grew from 51 to 57 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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