← Tributary

PRIME FINANCE ADVISOR, L.P.

SAN FRANCISCO, CA · CRD 159971 · IAPD ↗ · 415-986-2415

$22.22BRegulatory AUM
91Advisory reps
185Employees
0Clients
n/aPlanning clients
32Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PRIME FINANCE ADVISOR, L.P. shrank from 99 to 91 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — PRIME FINANCE ADVISOR, L.P. grew from 88 to 99 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — PRIME FINANCE ADVISOR, L.P. grew from 83 to 88 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.