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GRADIENT ADVISORS, LLC

ARDEN HILLS, MN · CRD 152665 · IAPD ↗ · house.gradientadvisors.com · 877-885-0508

$289.3MRegulatory AUM
166Advisory reps
173Employees
64Clients
51-100Planning clients
0Private funds
51States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — GRADIENT ADVISORS, LLC added office(s): 153 -> 165 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — GRADIENT ADVISORS, LLC reported RAUM up 32% ($218.6M -> $289.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
May 2025 — GRADIENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (6 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2025 — GRADIENT ADVISORS, LLC added office(s): 129 -> 153 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2025 — GRADIENT ADVISORS, LLC grew from 152 to 169 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — GRADIENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 5 (16 -> 21).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
80
April 2024 — GRADIENT ADVISORS, LLC grew from 137 to 152 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.