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ANDINA ADVISORS

LOGAN, UT · CRD 151762 · IAPD ↗ · (435) 250 3700

$1.26BRegulatory AUM
6Advisory reps
13Employees
4Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — ANDINA ADVISORS shrank from 13 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — ANDINA ADVISORS added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — ANDINA ADVISORS notice-filed in AZ, CO, MT, WA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — ANDINA FAMILY OFFICES is now doing business as ANDINA ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2026 — ANDINA ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2026 — ANDINA FAMILY OFFICES moved its main office from LEHI, UT to LOGAN, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
30
December 2025 — ANDINA FAMILY OFFICES changed its website from andinafamilyoffices.com to andinaadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — ANDINA FAMILY OFFICES added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — ANDINA FAMILY OFFICES notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — ANDINA FAMILY OFFICES crossed $1B in regulatory AUM ($808.5M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
January 2025 — ANDINA FAMILY OFFICES notice-filed in FL, ID, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
May 2024 — ANDINA FAMILY OFFICES changed its website from andinaadvisors.com to andinafamilyoffices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2024 — ANDINA FAMILY OFFICES reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — ANDINA FAMILY OFFICES reported RAUM up 26% ($642.1M -> $808.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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