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ROBBINS FARLEY LLC

BEDFORD, NH · CRD 286581 · IAPD ↗ · 603-703-0255

$252.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ROBBINS FARLEY LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ROBBINS FARLEY LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2025 — ROBBINS FARLEY LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ROBBINS FARLEY LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2024 — ROBBINS FARLEY LLC reported RAUM up 36% ($136.6M -> $186.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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