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FOUNDERS FINANCIAL SECURITIES, LLC
CRD 137945 · SEC 801-66892
1026 CROMWELL BRIDGE ROAD, SUITE 100, TOWSON, MD, 21286, United States
Phone
410-308-9988
Fax
410-308-9801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.14B
Discretionary AUM
$3.66B
Team
139 total employees; 101 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8124 | $1.57B |
| High net worth individuals | 1466 | $2.13B |
| Pension/profit sharing plans | 241 | $414.1M |
| Charitable organizations | 22 | $16.1M |
| Corporations/business entities | 17 | $8.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.MILLERFINGROUP.COM
- https://covenantplanning.com/
- https://www.ftgsquared.com/
- http://www.mccordllc.com/
- HTTP://WWW.BROOKSFINANCIAL.COM
- https://www.truesensewealth.com/
- https://www.lambertsonfs.com/
- https://www.statonwalsh.com/
- http://www.lifetimewealthcare.com
- HTTP://WWW.MARYLANDWM.COM
- HTTP://WWW.BENCHMARKFINANCIALDESIGN.COM
- https://www.foundersfcms.com/
- https://www.overdorffinancial.net/
- HTTP://WWW.SUMMITLEGACYGROUP.COM
- https://www.herkertassociates.com
- HTTP://WWW.TPAFINANCIAL.COM
- HTTP://WWW.SOUNDCHOICEFINANCIAL.COM
- https://ptsfinancial.us
- https://www.servantleaderinvestors.com/
- HTTP://WWW.TIMMICKFINANCIAL.COM
- HTTP://WWW.WEALTHPLANNINGGROUPLLC.COM
- https://www.7pillarswealth.com/
- HTTP://WWW.ESTABROOKCO.COM
- http://www.bishopassociates.com
- https://www.thezimmerfinancialgroup.com/
- https://shenandoahfa.com/
- https://www.reidfinancialonline.com/
- https://www.thrivewealthplanning.com/
- https://www.twentyone5.com/
- http://www.VelarisWP.com
- http://www.ffwealthpartners.com
- HTTP://WWW.DREAMBRIDGEPLANNING.COM
- https://www.foxwealthsolutions.com/
- https://www.frederickfinancialplanners.com/
- HTTP://WWW.FURTONFINANCIALSERVICES.COM
- HTTP://WWW.AQUINOFG.COM
- https://www.chycpa.com/wealth/wealth
- HTTP://WWW.LIMFINANCIALGROUP.COM
- HTTPS://WWW.FOUNDERSFINANCIAL.COM
- http://www.edmfinancialadvisors.com/
- HTTP://WWW.DARRELLFINANCIAL.COM
- HTTP://WWW.GERHARTFINANCIAL.COM
- https://fairwayfinancialnc.com/
- https://www.diversified-retirement.com/
- https://www.magiswealth.com/
- HTTP://WWW.EVERLYFINANCIALSERVICES.COM
- https://www.cadreassetmgmt.com/
- https://www.fortwashingtonfinancial.com/
- http://www.guided-wealth.com/
- http://www.weinbergfinancialadvisory.com/
- HTTP://WWW.DHTFG.COM
- HTTP://WWW.BCFINSERVICES.COM
- HTTP://WWW.ZINCAP.COM
- HTTP://WWW.MORGANFG.COM
- HTTP://WWW.VOYAGERWM.COM/
- HTTP://WWW.NOBLEFN.COM
- HTTP://WWW.KESSLERINVESTMENTS.COM
- https://at.linkedin.com/company/foundersfinancial
- https://thefreedomstrategies.com/
- HTTP://WWW.GR8LAKESFINANCIAL.COM
- HTTP://WWW.GOULARTPARTNERS.COM/
Official SEC filing: View on IAPD