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U.S. BANCORP ADVISORS, LLC

SAINT PAUL, MN · CRD 14455 · IAPD ↗ · usbank.com · 800-888-4700

$1.80BRegulatory AUM
141Advisory reps
379Employees
0Clients
0Planning clients
0Private funds
52States
14Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — U.S. BANCORP ADVISORS, LLC grew from 126 to 141 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
March 2026 — U.S. BANCORP ADVISORS, LLC notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — U.S. BANCORP ADVISORS, LLC moved its main office from GLENDALE, CA to SAINT PAUL, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
March 2026 — U.S. BANCORP ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 9 (15 -> 24).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
March 2026 — U.S. BANCORP ADVISORS, LLC added office(s): 147 -> 1790 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
March 2026 — U.S. BANCORP ADVISORS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
December 2025 — U.S. BANCORP ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (14 -> 15).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — U.S. BANCORP ADVISORS, LLC shrank from 133 to 126 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — U.S. BANCORP ADVISORS, LLC shrank from 179 to 133 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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