Top client segmentIndividuals represent 71.5% of total clients.
Top client categories% of clientsClients
1
Individuals
71.5%
2,626
2
HNWI
27.8%
1,020
3
Corporations
0.7%
26
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 29, 2026
Discretionary99.5%
$1.6B
99% of total RAUM99.5%
Non-discretionary0.5%
$8M
1% of total RAUM0.5%
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.
Total AUM$1.6B
Total Accounts3,674
10Y AUM Change+$1.4B (+607.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee153:1
10Y Employee Change+7 (+41.2%)
* 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.