Richard Bernstein Advisors 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 April 30, 2026, reports $3.8B in regulatory assets under management, 28 employees, and 10,965 accounts.
Assets Under Management
$3.8B
Employees
28
Offices
--
Total Clients
10,950
Primary office
NEW YORK, NY
1251 AVENUE OF THE AMERICAS, SUITE 4102, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
10,948
Additional categories (<0.1%)
Investment Cos.<5 clients
Sovereign Wealth<5 clients
Categories with <5 clients
FIRM PROPRIETARY ACCOUNTS<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of April 30, 2026
Discretionary100.0%
$3.8B
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$3.8B
Total Accounts10,965
10Y AUM Change+$2.1B (+127.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee391:1
10Y Employee Change+10 (+55.6%)
* 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.