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TIVERTON ADVISORS, LLC

RALEIGH, NC · CRD 305331 · IAPD ↗ · tiverton.ag · 919-307-4527

$2.14BRegulatory AUM
34Advisory reps
41Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

65
April 2025 — TIVERTON ADVISORS, LLC grew from 24 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — TIVERTON ADVISORS, LLC grew from 16 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — TIVERTON ADVISORS, LLC crossed $1B in regulatory AUM ($845.7M -> $1.62B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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