WHITE PLAINS, NYCRD 107408Latest ADV March 24, 2026
Matrix Asset Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 24, 2026, reports $1.4B in regulatory assets under management, 12 employees, and 650 accounts.
Assets Under Management
$1.4B
Employees
12
Offices
--
Total Clients
650
Primary office
WHITE PLAINS, NY
10 BANK STREET, SUITE 590, WHITE PLAINS, NY, United States
Top client segmentHNWI represent 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
381
2
Individuals
34.8%
226
3
Pension Plans
2.6%
17
4
Charitable
2.0%
13
5
Other Advisers
1.8%
12
Categories with <5 clients
NON MATRIX STRATEGY ASSETS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 24, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
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 Accounts650
10Y AUM Change+$634M (+82.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee54:1
10Y Employee Change-2 (-14.3%)
* 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.