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MCILRATH & ECK, LLC

ARLINGTON, WA · CRD 145252 · IAPD ↗ · (360) 657-8600

$1.36BRegulatory AUM
8Advisory reps
19Employees
125Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — MCILRATH & ECK, LLC notice-filed in HI, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — MCILRATH & ECK, LLC reported RAUM up 29% ($1.06B -> $1.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — MCILRATH & ECK, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — MCILRATH & ECK, LLC crossed $1B in regulatory AUM ($839.6M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
April 2024 — MCILRATH & ECK, LLC notice-filed in FL, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — MCILRATH & ECK, LLC reported RAUM up 29% ($649.4M -> $839.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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