Valicenti Advisory Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Elmira, NY. Its latest Form ADV filing, dated March 12, 2026, reports $820M in regulatory assets under management, 11 employees, 1 office, and 1,992 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
518
2
Individuals
34.9%
362
3
Charitable
10.0%
104
4
Corporations
5.0%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$820Mas of March 12, 2026
Discretionary99.3%
$814M
99% of total RAUM99.3%
Non-discretionary0.7%
$6M
1% of total RAUM0.7%
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.
Total AUM$820M
Total Accounts1,992
10Y AUM Change+$421M (+105.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee94:1
10Y Employee Change+1 (+10.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.