Granite Group Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 26, 2026, reports $830M in regulatory assets under management, 8 employees, and 829 accounts.
Assets Under Management
$830M
Employees
8
Offices
--
Total Clients
170
Primary office
STAMFORD, CT
1 LANDMARK SQUARE, SUITE 426, STAMFORD, CT, United States
Top client segmentHNWI represent 71.8% of total clients.
Top client categories% of clientsClients
1
HNWI
71.8%
122
2
401KS
21.8%
37
3
Charitable
2.9%
5
4
Investment Cos.
1.2%
2
5
Pension Plans
1.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$830Mas of March 26, 2026
Discretionary51.2%
$425M
51% of total RAUM51.2%
Non-discretionary48.8%
$405M
49% of total RAUM48.8%
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$830M
Total Accounts829
10Y AUM Change+$451M (+119.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee21:1
10Y Employee Change+2 (+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.