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IBN ADVISORY SERVICES, INC.

LIVERPOOL, NY · CRD 293288 · IAPD ↗ · 315-652-4426

$69.8MRegulatory AUM
8Advisory reps
8Employees
132Clients
0Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — IBN ADVISORY SERVICES, INC. reported RAUM down 62% ($184.9M -> $69.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
69
May 2026 — IBN ADVISORY SERVICES, INC. grew from 4 to 8 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.