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RANGE ADVISORY, LLC

MCLEAN, VA · CRD 321969 · IAPD ↗ · (703) 261-4126

$1.39BRegulatory AUM
18Advisory reps
38Employees
1180Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
October 2026 — RANGE ADVISORY, LLC crossed $1B in regulatory AUM ($653.9M -> $1.39B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2026 — RANGE ADVISORY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — RANGE ADVISORY, LLC notice-filed in AK, KY, MS, ND, VI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — RANGE ADVISORY, LLC crossed $500M in regulatory AUM ($269.0M -> $653.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — RANGE ADVISORY, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
December 2025 — RANGE ADVISORY, LLC reported RAUM up 86% ($144.7M -> $269.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — RANGE ADVISORY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — RANGE ADVISORY, LLC reported RAUM up 432% ($27.2M -> $144.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — RANGE ADVISORY, LLC grew from 9 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — RANGE ADVISORY, LLC filed an Item 4A succession naming RANGE FINANCE, INC. (CRD 321969) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
45
April 2024 — RANGE ADVISORY, LLC moved its main office from TYSONS, VA to MCLEAN, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — RANGE ADVISORY, LLC notice-filed in AR, DC, HI, IA, ID, KS, ME, MO, MT, NE, NH, NM, OH, OK, RI, SD, VT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — RANGE FINANCE, INC. is now doing business as RANGE ADVISORY, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2024 — RANGE ADVISORY, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — RANGE ADVISORY, LLC reported RAUM up 19505% ($138,739 -> $27.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — RANGE ADVISORY, LLC grew from 2 to 9 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.