BANYAN GLOBAL INVESTMENT ADVISORS, LLC
SEC RegisteredFINANCIAL SUCCESS SIMPLIFIED.
About the firm
Banyan Global Investment Advisors offers custom investment strategies and comprehensive financial planning to put clients' financial futures in motion.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Education planning, retirement planning, special needs planning, comprehensive financial planning, investment management, and wealth management.
Who they serve
Families, including those with special needs planning requirements
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $5.7M |
| High Net Worth Individuals | 61 | $151M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 0.20% |
| $500,001 - $1,000,000 | 0.19% |
| $1,000,000+ | 0.18% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BANYAN GLOBAL INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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