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NEXT FINANCIAL ADVISORS LLC

SEATTLE, WA · CRD 316665 · IAPD ↗ · 202-831-0684

$377,728Regulatory AUM
0Advisory reps
26Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2024 — NEXT FINANCIAL ADVISORS LLC (SEATTLE, WA) left the SEC roster (was $377,728 RAUM, 0 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
50
April 2024 — NEXT FINANCIAL ADVISORS LLC shrank from 6 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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