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INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL · CRD 282589 · IAPD ↗ · insigneo.com · 305.373.9000

$5.16BRegulatory AUM
178Advisory reps
223Employees
0Clients
n/aPlanning clients
1Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
July 2026 — INSIGNEO ADVISORY SERVICES, LLC notice-filed in DC, IA, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — INSIGNEO ADVISORY SERVICES, LLC shrank from 188 to 178 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — INSIGNEO ADVISORY SERVICES, LLC added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — INSIGNEO ADVISORY SERVICES, LLC reported RAUM up 43% ($3.61B -> $5.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
February 2026 — INSIGNEO ADVISORY SERVICES, LLC notice-filed in ID, MT, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2026 — INSIGNEO ADVISORY SERVICES, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2025 — INSIGNEO ADVISORY SERVICES, LLC notice-filed in HI, SD, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — INSIGNEO ADVISORY SERVICES, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — INSIGNEO ADVISORY SERVICES, LLC grew from 168 to 188 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — INSIGNEO ADVISORY SERVICES, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — INSIGNEO ADVISORY SERVICES, LLC reported RAUM up 40% ($2.20B -> $3.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2024 — INSIGNEO ADVISORY SERVICES, LLC grew from 154 to 168 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.