Gladstone Institutional Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Gladstone Institutional Advisory reports 8,385 clients. They include 6,089 individual clients, 2,213 high-net-worth individuals, and 41 corporations and other businesses. Of its assets, 99.7% ($5.67B across 18,685 accounts) are managed with discretion; $15.8M across 109 accounts are not. A wrap fee program the firm both sponsors and manages holds $5.68B. It advised 45 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 32% |
| High-net-worth individuals | 26% | 67% |
| Investment companies | <1% | <1% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Other client typesOther investment advisers; Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6,089 | $1.82B | 32.1% | $299K |
| High-net-worth individuals | 2,213 | $3.78B | 66.6% | $1.71M |
| Investment companies | 1 | $623K | 0.0% | $623K |
| Pension and profit-sharing plans | 14 | $4.48M | 0.1% | $320K |
| Charitable organizations | 26 | $7.41M | 0.1% | $285K |
| Other investment advisers | 1 | $193K | 0.0% | $193K |
| Corporations and other businesses | 41 | $65.3M | 1.1% | $1.59M |
| Total | 8,385 | $5.68B | 100% | $678K |
- Clients
- 6,089
- Regulatory AUM
- $1.82B
- AUM share
- 32.1%
- Avg. per client
- $299K
- Clients
- 2,213
- Regulatory AUM
- $3.78B
- AUM share
- 66.6%
- Avg. per client
- $1.71M
- Clients
- 1
- Regulatory AUM
- $623K
- AUM share
- 0.0%
- Avg. per client
- $623K
- Clients
- 14
- Regulatory AUM
- $4.48M
- AUM share
- 0.1%
- Avg. per client
- $320K
- Clients
- 26
- Regulatory AUM
- $7.41M
- AUM share
- 0.1%
- Avg. per client
- $285K
- Clients
- 1
- Regulatory AUM
- $193K
- AUM share
- 0.0%
- Avg. per client
- $193K
- Clients
- 41
- Regulatory AUM
- $65.3M
- AUM share
- 1.1%
- Avg. per client
- $1.59M
Total
- Clients
- 8,385
- Regulatory AUM
- $5.68B
- AUM share
- 100%
- Avg. per client
- $678K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 45
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Gladstone Institutional Advisory is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Integrity Wealth, LLC. owns 75% or more of Gladstone Institutional Advisory and is in turn owned by Integrity Marketing Partners, LLC. (75% or more). The leadership team of Gladstone Institutional Advisory includes President Kristopher Bonocore, Chief Investment Officer Andrew Osby and Chief Operating Officer Jennifer Hoffman. It has 186 employees, 104 of them in advisory roles.
Staff
- 186 employees
- 104 in advisory functions
- 104 state-registered reps
- 86 broker-dealer reps
- 46 insurance agents
- 2 soliciting firms
- Owns 75% or more of Gladstone Institutional Advisory LLC
Integrity Wealth, LLC.
Control person · since June 2024
- Owns 75% or more of Integrity Wealth, LLC.
Integrity Marketing Partners, LLC.
Control person · since June 2024
- Owns 75% or more of Integrity Marketing Partners, LLC.
Integrity Marketing Acquisition, LLC.
Control person · since October 2022
- Owns 75% or more of Integrity Marketing Acquisition, LLC.
Integrity Marketing Intermediate, LLC.
Control person · since October 2022
- Owns 75% or more of Integrity Marketing Intermediate, LLC.
Integrity Marketing Parent, LLC.
Control person · since October 2022
- Owns 75% or more of Integrity Marketing Parent, LLC.
Integrity, LLC.
Control person · since October 2022
Gladstone Institutional Advisory’s regulatory assets grew 3.8× from $1.49B (July 2021) to $5.68B (September 2026); clients rose from 2,529 to 8,385 and employees from 65 to 186. In 2022, Silverleaf Advisor Group ($700M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $5.68B | 8,385 | 186 | 52 |
| Jun 2025June 2025 | $4.94B | 7,910 | 163 | 44 |
| Jul 2024July 2024 | $4B | 6,535 | 104 | 44 |
| Aug 2023August 2023 | $3.54B | 6,571 | 101 | 49 |
| Jun 2022June 2022 | $4.01B | 6,244 | 107 | 43 |
| Jul 2021July 2021 | $1.49B | 2,529 | 65 | 28 |
Firms that joined
20221 joined
- Silverleaf Advisor GroupLast filed AUM $700M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Gladstone Institutional Advisory has 51 offices (9 private residences, listed without an address), with 45 listed addresses across 18 states.
New Jersey · 9 listed addresses
- 1 Edgeview Drive, Hackettstown
- 1545 US-206, Bedminster
- 7 Somerton Square, Medford
- 59 Lincoln Park, Newark
- 45 Eisenhower DR, Paramus
- 38 Chestnut St., Morristown
- 10 Broad Street, Red Bank
- 305 Fellowship RD, Mount Laurel
- 28 Spring St, Flemington
Indiana · 6 listed addresses
- 9465 Counselors Row, Indianapolis
- 48 N Emerson Avenue, Greenwood
- 3209 West Smith Valley RD., Greenwood
- 1612 S. Liberty Drive, Bloomington
- 50 Washington Street, Columbus
- 727 N. Cross Pointe BLVD, Evansville
Pennsylvania · 6 listed addresses
- 2009 Mackenzie Way, Cranberry
- 100 State St., Erie
- 721 Arbor Way, Blue Bell
- 1622 Main St., Dickson City
- 229 Liberty St, Warren
- 100 State St, Erie
New York · 5 listed addresses
- 2975 Westchester Ave, Purchase
- 399 Knollwood RD., White Plains
- 532 Broadhollow RD., Melville
- 105 Maxess RD., Melville
- 9 Annarock DR., Somers
Texas · 3 listed addresses
- 1205 South Whitechapel Boulevard, Southlake
- 2909 Sherwood Way, San Angelo
- 1801 N. Lamar St., Dallas
California · 2 listed addresses
- 4740 Green River RD, Corona
- 13400 Sabre Springs Pkwy, San Diego
Florida · 2 listed addresses
- 2000 Pga BLVD., Suite 4440, Palm Beach GardensHQ
- 4850 Tamiami Trail North, Naples
Ohio · 2 listed addresses
- 300 Marconi BLVD., Columbus
- 7650 Rivers Edge DR., Columbus
Colorado · 1 listed address
- 2432 Shavano Circle, Montrose
Connecticut · 1 listed address
- 500 Post Road East, Westport
Georgia · 1 listed address
- 340 Corporate Center CT., Stockbridge
Illinois · 1 listed address
- 1901 North Roselle Road, Schaumburg
Iowa · 1 listed address
- 710 Simon Ave, Carroll
Massachusetts · 1 listed address
- 75 2nd Ave., Needham
Nebraska · 1 listed address
- 12801 Pierce Street, Omaha
Nevada · 1 listed address
- 7477 W Lake Mead BLVD., Las Vegas
North Carolina · 1 listed address
- 8037 Corporate Center DR., Charlotte
Rhode Island · 1 listed address
- 931 Jefferson BLVD, Warwick
Other business names
Gladstone Institutional Advisory has reported 24 other business names to the SEC.
- Affinity Wealth Management Group
- Aurora Wealth Advisors
- Bluestone Wealth Advisors
- Focused Wealth, LLC.
- Freedom Investment Management Group
- Gladstone Capital Management
- Gladstone Wealth Group
- Hoffman Financial Strategies
- Integrity Point Advisors
- Integrity Wealth
- Investment by Planners
- Irus Wealth Management
Show all 24 names
- Key Financial Advisors, LLC
- McKee Financial Resources Inc.
- McKee Wealth Management Inc.
- Peak Wealth Partners
- Pinnacle Wealth Management
- Platinum Wealth Advisors
- Puzzle Ics
- Puzzle Wealth Solutions, LLC
- Silverleaf Wealth Management
- Stage Wealth Management
- Symmetry Wealth Advisory Group
- The Peacock Group, Inc.
Contact and registration details
- Legal name
- Gladstone Institutional Advisory LLC
- Headquarters
- 2000 Pga BLVD., Suite 4440, Palm Beach Gardens, FL 33408
- Website
- gladstonewealth.com
- Phone
- 908-719-1313
- @gladstone-wealth-group
- SEC file
- 801-101532
- Structure
- Delaware LLC
- Fiscal year end
- December
Gladstone Institutional Advisory’s named custodian for separately managed accounts is LPL Financial ($4.97B). Gladstone Institutional Advisory has custody of $2.77B for 5,842 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $4.97B100%
At year end, Gladstone Institutional Advisory’s separately managed accounts were mostly in funds (59%) and stocks (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.16B across 892 positions; the largest are Nvidia Corporation (2.7%), iShares TR (2.6%) and Apple Inc. (2.6%).
What the accounts hold
- Stocks22%
- Exchange-traded equities21%
- Non-exchange-traded equities1%
- Funds59%
- Bonds10%
- High-yield corporate bonds6%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash9%
How many clients does Gladstone Institutional Advisory have?
Gladstone Institutional Advisory has 8,385 clients and manages $5.68 billion for them, as of September 2026. They include 6,089 individual clients, 2,213 high-net-worth individuals, and 41 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Gladstone Institutional Advisory offer?
Gladstone Institutional Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Gladstone Institutional Advisory use?
Gladstone Institutional Advisory’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $4.97B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Gladstone Institutional Advisory have?
Gladstone Institutional Advisory has 104 investment adviser representatives registered with state securities authorities, out of 186 employees, and 104 perform investment advisory functions. 86 employees are registered representatives of a broker-dealer and 46 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gladstone Institutional Advisory invest in?
At the end of its last fiscal year, Gladstone Institutional Advisory’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 9% cash and equivalents, 6% high-yield corporate bonds, 3% U.S. government and agency bonds, 1% non-exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gladstone Institutional Advisory?
Gladstone Institutional Advisory is owned through a chain of holding companies by Integrity, LLC. Its direct owner is Integrity Wealth, LLC. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Gladstone Institutional Advisory get paid?
Gladstone Institutional Advisory is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gladstone Institutional Advisory?
Gladstone Institutional Advisory’s main office is at 2000 Pga BLVD., Suite 4440, Palm Beach Gardens, FL 33408. Its phone number is 908-719-1313. Its website is gladstonewealth.com.