Whitney & Company is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.5B in regulatory assets under management, 12 employees, and 1,885 accounts.
Assets Under Management
$1.5B
Employees
12
Offices
--
Total Clients
739
Primary office
ROCHESTER, NY
959 PANORAMA TRAIL S, SUITE 190, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
530
2
HNWI
28.3%
209
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 27, 2026
Discretionary100.0%
$1.5B
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$1.5B
Total Accounts1,885
10Y AUM Change+$1.1B (+276.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee62:1
10Y Employee Change+3 (+33.3%)
* 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.