Ancora Private Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cleveland, OH. Its latest Form ADV filing, dated April 1, 2026, reports $3.9B in regulatory assets under management, 53 employees, 1 office, and 4,509 accounts.
Assets Under Management
$3.9B
Employees
53
Offices
1 office
Total Clients
4,509
Primary office
CLEVELAND, OH
6060 PARKLAND BOULEVARD, SUITE 200, CLEVELAND, OH, United States
Top client segmentHNWI represent 97.9% of total clients.
Top client categories% of clientsClients
1
HNWI
97.9%
4,414
2
Corporations
0.9%
40
3
Charitable
0.6%
28
4
Pension Plans
0.6%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of April 1, 2026
Discretionary96.8%
$3.8B
97% of total RAUM96.8%
Non-discretionary3.2%
$123M
3% of total RAUM3.2%
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$3.9B
Total Accounts4,509
10Y AUM Change+$3.0B (+353.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee85:1
10Y Employee Change+17 (+47.2%)
* 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.