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BANYAN GLOBAL INVESTMENT ADVISORS, LLC

BOCA RATON, FL · CRD 283264 · IAPD ↗ · bgiadvisors.com · 561-847-3596

$162.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — BANYAN GLOBAL INVESTMENT ADVISORS, LLC (BOCA RATON, FL) left the SEC roster (was $162.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
April 2024 — BANYAN GLOBAL INVESTMENT ADVISORS, 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

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