Greenbush Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated January 30, 2026, reports $617M in regulatory assets under management, 6 employees, and 1,288 accounts.
Assets Under Management
$617M
Employees
6
Offices
--
Total Clients
800
Primary office
ALBANY, NY
159 WOLF ROAD, SUITE 101, ALBANY, NY, United States
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
448
2
HNWI
25.0%
200
3
Pension Plans
18.3%
146
4
Corporations
0.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$617Mas of January 30, 2026
Discretionary63.8%
$393M
64% of total RAUM63.8%
Non-discretionary36.2%
$223M
36% of total RAUM36.2%
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$617M
Total Accounts1,288
10Y AUM Change+$482M (+358.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee133:1
10Y Employee Change+2 (+50.0%)
* 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.