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INSPIRE ADVISORS, LLC

MERIDIAN, ID · CRD 300279 · IAPD ↗ · inspireadvisors.com · 877-859-6383

$1.33BRegulatory AUM
63Advisory reps
63Employees
0Clients
251-500Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — INSPIRE ADVISORS, LLC reported RAUM up 29% ($1.03B -> $1.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — INSPIRE ADVISORS, LLC grew from 46 to 63 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2026 — INSPIRE ADVISORS, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — INSPIRE ADVISORS, 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
85
April 2025 — INSPIRE ADVISORS, LLC crossed $1B in regulatory AUM ($835.3M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
January 2025 — INSPIRE ADVISORS, LLC added office(s): 28 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2024 — INSPIRE ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — INSPIRE ADVISORS, LLC added office(s): 29 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — INSPIRE ADVISORS, LLC reported RAUM up 60% ($520.8M -> $835.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
April 2024 — INSPIRE ADVISORS, LLC grew from 29 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2024 — INSPIRE ADVISORS, LLC added office(s): 29 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2024 — INSPIRE ADVISORS, LLC notice-filed in MS, NJ, NM, SD, UT, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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