Nottingham Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Amherst, NY. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 11 employee, 4 offices, and 1,385 accounts.
Assets Under Management
$1.4B
Employees
11
Offices
4 offices
Total Clients
795
Primary office
AMHERST, NY
500 CORPORATE PARKWAY, SUITE 216, AMHERST, NY, United States
Top client segmentIndividuals represent 73.5% of total clients.
Top client categories% of clientsClients
1
Individuals
73.5%
584
2
HNWI
18.2%
145
3
Pension Plans
4.0%
32
4
Charitable
2.5%
20
5
Corporations
1.8%
14
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary96.6%
$1.4B
97% of total RAUM96.6%
Non-discretionary3.4%
$48M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,385
10Y AUM Change+$400M (+38.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee72:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.