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Root Financial Partners

CRD 290289  ·  Austin, TX  ·  $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
290289
SEC number
801-125945
Firm type
RIA
Assets under management
$2.1B as of Jun 18, 2026
Website
www.instagram.com/rootfinancialpartners ↗
Phone
(760) 452-0720
Address
801 Barton Springs Rd, Austin, TX, 78704

Advisors at this firm

51 in our index · page 1 of 2

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SEC IAPD record for firm CRD 290289 ↗ FINRA BrokerCheck record for firm CRD 290289 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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