Top client segmentIndividuals represent 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
29,606
2
HNWI
4.0%
1,261
3
Corporations
1.0%
327
4
Charitable
0.1%
46
Additional categories (<0.1%)
Pension Plans7 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.2Bas of March 31, 2026
Discretionary81.7%
$6.7B
82% of total RAUM81.7%
Non-discretionary18.3%
$1.5B
18% of total RAUM18.3%
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$8.2B
Total Accounts31,247
10Y AUM Change+$6.7B (+449.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees550
Clients per Employee57:1
10Y Employee Change+248 (+82.1%)
* 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.