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CYNOSURE GROUP, LLC

SALT LAKE CITY, UT · CRD 281399 · IAPD ↗ · 801-521-3100

$9.85BRegulatory AUM
30Advisory reps
71Employees
0Clients
51-100Planning clients
60Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — CYNOSURE GROUP, LLC reported RAUM up 50% ($6.57B -> $9.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — CYNOSURE GROUP, LLC notice-filed in DE, KS, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CYNOSURE GROUP, LLC shrank from 35 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CYNOSURE GROUP, LLC added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — CYNOSURE GROUP, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2025 — CYNOSURE GROUP, LLC reported RAUM up 35% ($4.86B -> $6.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — CYNOSURE GROUP, LLC reported RAUM up 27% ($3.84B -> $4.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — CYNOSURE GROUP, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2024 — CYNOSURE GROUP, LLC grew from 25 to 35 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.