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CARY STREET PARTNERS

RICHMOND, VA · CRD 128545 · IAPD ↗ · (804) 340-8100

$10.25BRegulatory AUM
85Advisory reps
182Employees
0Clients
More than 500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2025 — CARY STREET PARTNERS added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — CARY STREET PARTNERS added office(s): 17 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
April 2025 — CARY STREET PARTNERS grew from 71 to 78 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
November 2024 — CARY STREET PARTNERS added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CARY STREET PARTNERS added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — CARY STREET PARTNERS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — CARY STREET PARTNERS reported RAUM up 27% ($5.51B -> $6.98B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2024 — CARY STREET PARTNERS grew from 64 to 71 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.