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QVR ADVISORS

SAN FRANCISCO, CA · CRD 288357 · IAPD ↗ · qvradvisors.com · 510-684-8343

$1.13BRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
October 2026 — QVR ADVISORS (SAN FRANCISCO, CA) left the SEC roster (was $1.13B RAUM, 5 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
57
April 2026 — QVR ADVISORS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — QVR ADVISORS crossed $1B in regulatory AUM ($391.4M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
April 2025 — QVR ADVISORS reported RAUM down 28% ($544.4M -> $391.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — QVR ADVISORS shrank from 7 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — QVR ADVISORS reported RAUM down 50% ($1.09B -> $544.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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