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DENTIST ADVISORS

SALT LAKE CITY, UT · CRD 149559 · IAPD ↗ · 801-748-1243

$504.0MRegulatory AUM
9Advisory reps
24Employees
96Clients
More than 500Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — DENTIST ADVISORS crossed $500M in regulatory AUM ($461.8M -> $504.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
April 2025 — DENTIST ADVISORS 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
70
April 2025 — DENTIST ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
February 2025 — DENTIST ADVISORS moved its main office from SOUTH JORDAN, UT to SALT LAKE CITY, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
December 2024 — DENTIST ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — DENTIST ADVISORS notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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