NORTH WHITE PLAINS, NYCRD 150652Latest ADV March 27, 2026
Aspire Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North White Plains, NY. Its latest Form ADV filing, dated March 27, 2026, reports $109M in regulatory assets under management, 8 employees, and 192 accounts.
Assets Under Management
$109M
Employees
8
Offices
--
Total Clients
117
Primary office
NORTH WHITE PLAINS, NY
661 NORTH BROADWAY, NORTH WHITE PLAINS, NY, United States
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
82
2
HNWI
29.1%
34
3
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 27, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts192
10Y AUM Change+$35M (+46.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee15:1
10Y Employee Change-3 (-27.3%)
* 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.