Rockbridge Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Syracuse, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.8B in regulatory assets under management, 18 employees, 1 office, and 4,133 accounts.
Assets Under Management
$1.8B
Employees
18
Offices
1 office
Total Clients
1,587
Primary office
SYRACUSE, NY
220 SOUTH WARREN STREET, 9TH FLOOR, SYRACUSE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.7% of total clients.
Top client categories% of clientsClients
1
Individuals
75.7%
1,202
2
HNWI
19.9%
316
3
Charitable
2.7%
43
4
Corporations
1.2%
19
5
Pension Plans
0.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 27, 2026
Discretionary97.2%
$1.8B
97% of total RAUM97.2%
Non-discretionary2.8%
$51M
3% of total RAUM2.8%
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$1.8B
Total Accounts4,133
10Y AUM Change+$1.3B (+224.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee88:1
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.