Bny Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $33.5B in regulatory assets under management, 66 employees, 4 offices, and 163,433 accounts.
Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
120,219
2
HNWI
3.5%
4,358
3
Pension Plans
0.4%
472
4
Corporations
0.3%
409
5
Charitable
0.2%
243
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33.5Bas of March 31, 2026
Discretionary99.2%
$33.2B
99% of total RAUM99.2%
Non-discretionary0.8%
$272M
1% of total RAUM0.8%
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$33.5B
Total Accounts163,433
10Y AUM Change+$26.6B (+385.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees66
Clients per Employee1905:1
10Y Employee Change+34 (+106.3%)
* 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.