Ensign Advisory Partners LLC: new SEC registration, $101M AUM, Gilbert, AZ
Ensign Advisory Partners LLC (Gilbert, Arizona): new SEC registration, $101M AUM, Gilbert, AZ. Its amount of 101 is below the median of 134 (11th percentile). Dated 181 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 101 · 11th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ensign Advisory Partners LLC |
| Legal name | Ensign Advisory Partners LLC |
| CRD | 325650 |
| Status | Approved |
| Registered with the SEC | 2026-05-07 |
| Latest Form ADV filing | 2026-08-14 |
| Location | Gilbert, AZ, United States |
| Regulatory AUM | $101,016,323 |
| Accounts | 697 |
| Employees | 3 |
| amount percentile | 11th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ensign Advisory Partners LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Ensign Advisory Partners LLC's amount: 11th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $101M under management.
What is the NewRiaPulse record for Ensign Advisory Partners LLC in Gilbert, Arizona?
Ensign Advisory Partners LLC received SEC registration as an investment adviser (2026-05-07) with $101,016,323 in regulatory assets under management, based in Gilbert, AZ.
How does Ensign Advisory Partners LLC compare to other Arizona NewRiaPulse records?
Its amount of 101 is below the median (11th percentile); smaller records often move faster and face less competition. It is 181 days old; check the official source for later updates before acting.
Ensign Advisory Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ensign Advisory Partners LLC | Gilbert, AZ | 101 | 11th | 2026-05-07 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.