Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentNON-DISCRETION represent 63.9% of total clients.
Top client categories% of clientsClients
1
NON-DISCRETION
63.9%
50,629
2
Individuals
27.5%
21,795
3
HNWI
7.9%
6,250
4
Corporations
0.7%
554
Additional categories (<0.1%)
Government30 clients
Pension Plans6 clients
Pooled Investment Vehicles5 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$60.7Bas of December 19, 2025
Discretionary53.4%
$32.4B
53% of total RAUM53.4%
Non-discretionary46.6%
$28.3B
47% of total RAUM46.6%
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$60.7B
Total Accounts79,272
10Y AUM Change+$36.6B (+152.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees77
Clients per Employee1030:1
10Y Employee Change-129 (-62.6%)
* 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.