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GUIDESTONE ADVISORS

DALLAS, TX · CRD 149624 · IAPD ↗ · guidestone.org (organization web site that contains links to all guidestone affiliates' websites) · 214-720-6486

$1.96BRegulatory AUM
24Advisory reps
34Employees
16Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2025 — GUIDESTONE ADVISORS grew from 17 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — GUIDESTONE ADVISORS crossed $1B in regulatory AUM ($992.1M -> $1.29B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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