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AUSDAL FINANCIAL PARTNERS, INC.

DAVENPORT, IA · CRD 7995 · IAPD ↗ · theonlycornerstone.com · 563-326-2064

$3.73BRegulatory AUM
168Advisory reps
306Employees
665Clients
101-250Planning clients
0Private funds
51States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AUSDAL FINANCIAL PARTNERS, INC. added office(s): 24 -> 111 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2026 — AUSDAL FINANCIAL PARTNERS, INC. reported RAUM up 75% ($2.13B -> $3.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — AUSDAL FINANCIAL PARTNERS, INC. grew from 152 to 168 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2025 — AUSDAL FINANCIAL PARTNERS, INC. reported RAUM up 39% ($1.53B -> $2.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — AUSDAL FINANCIAL PARTNERS, INC. grew from 110 to 152 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — AUSDAL FINANCIAL PARTNERS, INC. added office(s): 86 -> 88 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — AUSDAL FINANCIAL PARTNERS, INC. shrank from 125 to 110 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.