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CITADEL ADVISORS LLC

MIAMI, FL · CRD 148826 · IAPD ↗ · 786-741-5389

$570.62BRegulatory AUM
1314Advisory reps
3284Employees
0Clients
n/aPlanning clients
37Private funds
8States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — CITADEL ADVISORS LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — CITADEL ADVISORS LLC reported RAUM up 28% ($445.96B -> $570.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — CITADEL ADVISORS LLC grew from 1237 to 1314 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — CITADEL ADVISORS LLC added office(s): 22 -> 27 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CITADEL ADVISORS LLC grew from 1132 to 1237 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — CITADEL ADVISORS LLC added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CITADEL ADVISORS LLC grew from 1070 to 1132 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.