Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
11,316
2
HNWI
12.0%
1,590
3
Corporations
1.5%
200
4
Pension Plans
1.4%
181
Additional categories (<0.1%)
Government5 clients
Banks<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of April 27, 2026
Discretionary81.6%
$5.1B
82% of total RAUM81.6%
Non-discretionary18.4%
$1.2B
18% of total RAUM18.4%
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$6.3B
Total Accounts20,493
10Y AUM Change+$4.6B (+271.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees320
Clients per Employee42:1
10Y Employee Change+70 (+28.0%)
* 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.