Blackrock Financial Management, Inc 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 April 28, 2026, reports $1.6T in regulatory assets under management, 7,987 employees, 20 offices, and 2,283 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 30.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
30.5%
399
2
Insurance Cos.
22.5%
294
3
Corporations
14.9%
195
4
Pension Plans
11.8%
154
5
HNWI
4.9%
64
Categories with <5 clients
INSURANCE - GENERAL ACCOUNT<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Tas of April 28, 2026
Discretionary99.9%
$1.6T
100% of total RAUM99.9%
Non-discretionary0.1%
$2.3B
0% of total RAUM0.1%
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$1.6T
Total Accounts2,283
10Y AUM Change+$884.3B (+124.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7,987
Clients per Employee0:1
10Y Employee Change+4,994 (+166.9%)
* 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.