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AVAIL INVESTMENT PARTNERS, LLC

LEMONT, PA · CRD 315678 · IAPD ↗ · 814-996-7206

$184.5MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — AVAIL INVESTMENT PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — AVAIL INVESTMENT PARTNERS, LLC reported RAUM up 33% ($138.6M -> $184.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2026 — AVAIL INVESTMENT PARTNERS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — AVAIL INVESTMENT PARTNERS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — AVAIL INVESTMENT PARTNERS, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — AVAIL INVESTMENT PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
44
April 2025 — AVAIL INVESTMENT PARTNERS, LLC notice-filed in NH, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — AVAIL INVESTMENT PARTNERS, LLC reported RAUM up 33% ($105.4M -> $140.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2024 — AVAIL INVESTMENT PARTNERS, LLC notice-filed in TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — AVAIL INVESTMENT PARTNERS, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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