Orange Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Goshen, NY. Its latest Form ADV filing, dated March 19, 2026, reports $1.7B in regulatory assets under management, 18 employees, 1 office, and 2,179 accounts.
Assets Under Management
$1.7B
Employees
18
Offices
1 office
Total Clients
1,391
Primary office
GOSHEN, NY
117 GRAND STREET, 2ND FLOOR, GOSHEN, NY, United States
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
937
2
HNWI
26.6%
370
3
Corporations
3.2%
45
4
Charitable
1.5%
21
5
Pension Plans
0.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 19, 2026
Discretionary88.1%
$1.5B
88% of total RAUM88.1%
Non-discretionary11.9%
$198M
12% of total RAUM11.9%
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$1.7B
Total Accounts2,179
10Y AUM Change+$973M (+139.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee77:1
10Y Employee Change+5 (+38.5%)
* 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.