Joel Isaacson & Co., LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 16, 2026, reports $9.3B in regulatory assets under management, 52 employees, and 5,532 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.1% of total clients.
Top client categories% of clientsClients
1
HNWI
89.1%
1,132
2
Individuals
10.6%
135
3
Charitable
0.2%
3
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.3Bas of March 16, 2026
Discretionary79.1%
$7.4B
79% of total RAUM79.1%
Non-discretionary20.9%
$1.9B
21% of total RAUM20.9%
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$9.3B
Total Accounts5,532
10Y AUM Change+$6.0B (+183.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee24:1
10Y Employee Change+10 (+23.8%)
* 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.