SIGNATUREFD, LLC
SEC RegisteredA personal approach to financial planning
About the firm
SignatureFD serves 1,800+ families with a Net Worthwhile® approach to wealth management, activating client dreams through the lens of Grow, Protect, Give, and Live. The firm manages $10B in total assets and maintains a 97% client retention rate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment advisory services focused on growing wealth, protecting assets, giving strategically, and helping clients live the life they want now and in the future
Who they serve
Executives, philanthropists, health professionals, legal professionals, women, entrepreneurs, professional athletes, and veterinarians
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 620 | $720M |
| High Net Worth Individuals | 1,271 | $8.5B |
| Pension/Profit Sharing Plans | 6 | $373M |
| Charitable Organizations | 7 | $7.2M |
| State/Municipal Entities | 9 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
49 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Above $5,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIGNATUREFD, 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.