ASSUREDPARTNERS INVESTMENT ADVISORS

Legal name: ASSUREDPARTNERS INVESTMENT ADVISORS, LLC

CRD 309550File 801-117771

APPROVED

Retail clients

Custody

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.88B

Top 25% of cohort (national)

Discretionary AUM

$3.88B

Clients

2,159

4,276 accounts

Employees

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Dec 10, 2019
Principal office: 4600 W. CYPRESS STREET, SUITE 405, TAMPA, FL, 33607
Phone: 407-708-0050
Website: https://www.apadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.88B
Discretionary AUM: $3.88B
Non-discretionary AUM: $0
Discretionary accounts: 4,276
Non-discretionary accounts: 0
Total accounts: 4,276
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$9.3M
Charitable organizations	Fewer than 5	$406K
High net worth individuals	381	$791.6M
Pension and profit sharing plans	330	$1.32B
State or municipal government entities	Fewer than 5	$1.29B
Individuals (other than high net worth individuals)	1,437	$466.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — COMPENSATION RELATED TO REFERRALS
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.