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PETERSON PARTNERS

SALT LAKE CITY, UT · CRD 159450 · IAPD ↗ · petersonpartners.com · 801-417-0748

$2.63BRegulatory AUM
20Advisory reps
24Employees
0Clients
n/aPlanning clients
28Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
September 2026 — PETERSON PARTNERS shrank from 27 to 20 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
June 2026 — PETERSON PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — PETERSON PARTNERS shrank from 34 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2025 — PETERSON PARTNERS reported RAUM up 34% ($2.13B -> $2.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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