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GROVE POINT ADVISORS, LLC

ROCKVILLE, MD · CRD 313171 · IAPD ↗ · 301-944-5900

$2.47BRegulatory AUM
264Advisory reps
389Employees
6174Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — GROVE POINT ADVISORS, LLC (ROCKVILLE, MD) left the SEC roster (was $2.47B RAUM, 264 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
55
April 2025 — GROVE POINT ADVISORS, LLC shrank from 322 to 264 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2025 — GROVE POINT ADVISORS, LLC reports More than 500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
August 2024 — GROVE POINT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (11 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
49
April 2024 — GROVE POINT ADVISORS, LLC notice-filed in PR, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — GROVE POINT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 8 (3 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — GROVE POINT ADVISORS, LLC added office(s): 208 -> 224 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — GROVE POINT ADVISORS, LLC grew from 317 to 322 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.