← Tributary

ASSUREDPARTNERS INVESTMENT ADVISORS

TAMPA, FL · CRD 309550 · IAPD ↗ · apadvisors.com · 407-708-0050

$3.88BRegulatory AUM
36Advisory reps
55Employees
226Clients
251-500Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
March 2026 — ASSUREDPARTNERS INVESTMENT ADVISORS changed its website from fortune360group.com to apadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2026 — ASSUREDPARTNERS INVESTMENT ADVISORS shrank from 46 to 38 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2026 — ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2025 — ASSUREDPARTNERS INVESTMENT ADVISORS notice-filed in AR, DC, ND, NH, NM, OK, RI, SD, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 15 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — ASSUREDPARTNERS INVESTMENT ADVISORS now reports custody of client assets ($40.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
85
April 2025 — ASSUREDPARTNERS INVESTMENT ADVISORS crossed $1B in regulatory AUM ($179.0M -> $3.25B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2025 — ASSUREDPARTNERS INVESTMENT ADVISORS grew from 16 to 46 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
November 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
August 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS notice-filed in MO, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
June 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS notice-filed in AL, MS, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
May 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS notice-filed in AK, ID, MT, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — ASSUREDPARTNERS INVESTMENT ADVISORS reported RAUM down 52% ($372.0M -> $179.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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