Ascentis Independent Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

322879

SEC number

801-126441

Firm type

RIA

Assets under management

$2.1B as of Jun 17, 2026

Website

www.schneider-wealth.com ↗

Phone

866-273-1563

Address

5001 Spring Valley Road, Dallas, TX, 75244

Advisors at this firm

42 in our index · page 1 of 1

• Mary E. AvellaCRD 4317172 · Lafayette, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Catherine Gaynell BaileyCRD 1121134 · Dallas, TX
  IA Registered
• William Dale ByfordCRD 2079640 · Las Cruces, NM
  IA Registered
• Heather Mae Rypkema BjorgaardCRD 7819458 · Park Rapids, MN
  IA Registered
• Sarah Abigail BraceCRD 2807927 · Torrance, CA
  IA RegisteredRegistration inactive
• Jeffrey J CismoskiCRD 5859547 · Schaumberg, IL
  IA Registered
• Elizabeth Christina De MuroCRD 6618323 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Timothy John DowdCRD 6476047 · Troy, MI
  IA Registered
• George EliasCRD 6142944 · Brunswick, OH
  IA RegisteredRegistration inactive
• Nathan Gonzalo EnriquezCRD 6573321 · Deming, NM
  IA Registered
• Timothy Dean GriffithCRD 1233782 · Seattle, WA
  IA Registered
• Donna Marie GundersonCRD 5836998 · Grand Rapids, MN
  IA RegisteredRegistration inactive
• Jody Daniel HowardCRD 2996883 · Greenville, SC
  IA RegisteredBroker
• Stephanie Ann HunterCRD 3007128 · Sewickley, PA
  IA RegisteredRegistration inactive
• Patrick Michael Jeffs-CatoneCRD 5738008 · Dallas, TX
  IA RegisteredBroker
• Julian Anthony KorberCRD 3040527 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shannon Asher KujawaCRD 4268716 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Jonathan Miller LarsenCRD 4167102 · Lehi, UT
  IA Registered
• Colton Montgomery LightnerCRD 6914865 · Osprey, FL
  IA RegisteredRegistration inactive
• Allen W LivingstonCRD 2358582 · Richmond, UT
  IA RegisteredRegistration inactive
• Shelley Dawn LofCRD 5202761 · Park Rapids, MN
  IA RegisteredRegistration inactive
• Joseph Clarence LearyCRD 4670343 · Charlotte, NC
  IA RegisteredRegistration inactive
• Benjamin James MarshallCRD 5278475 · Lehi, UT
  IA RegisteredRegistration inactive
• James Louis MattCRD 3070148 · Scottsdale, AZ
  IA Registered
• Dominic J MessinaCRD 5868783 · Schaumberg, IL
  IA Registered
• Timothy Paul MillerCRD 1624708 · Sewickley, PA
  IA RegisteredRegistration inactive
• Christa MadisonCRD 5174576 · Schaumberg, IL
  IA Registered
• Nancy A MccoyneCRD 6686610 · Park Rapids, MN
  IA RegisteredRegistration inactive
• John Emile NahasCRD 4374675 · Dallas, TX
  IA RegisteredBroker
• James Raymond NewmanCRD 6515904 · Charlotte, NC
  IA RegisteredRegistration inactive
• Michael Paul OttersonCRD 5143631 · Bountiful, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Misty Dejon PorterCRD 4701874 · Yucca Valley, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Anthony RohlingCRD 4481928 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gina Lee RypkemaCRD 4394143 · Park Rapids, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Todd Aaron SchneiderCRD 5973578 · Southlake, TX
  IA Registered
• Trevin Charles SeskeyCRD 8139641 · Sewickley, PA
  IA Registered
• Brian Richard TinkerCRD 4195989 · Torrance, CA
  IA RegisteredBroker
• Jordan Vander PoortenCRD 7361424 · Newport Beach, CA
  IA Registered
• Thomas Clarkson WorthCRD 4151152 · Charlotte, NC
  IA Registered
• Grant Christopher WilsonCRD 6973904 · Charlotte, NC
  IA RegisteredRegistration inactive
• Kelli Anne YoungCRD 4918768 · North Bend, WA
  IA RegisteredRegistration inactive
• John Robert YoungCRD 2928223 · Boulder, CO
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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