WILLIAMSVILLE, NYCRD 153723Latest ADV April 8, 2026
Members Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated April 8, 2026, reports $443M in regulatory assets under management, 7 employees, 5 offices, and 1,439 accounts.
Assets Under Management
$443M
Employees
7
Offices
5 offices
Total Clients
906
Primary office
WILLIAMSVILLE, NY
6750 MAIN STREET, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
777
2
HNWI
14.2%
129
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of April 8, 2026
Discretionary99.4%
$441M
99% of total RAUM99.4%
Non-discretionary0.6%
$3M
1% of total RAUM0.6%
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$443M
Total Accounts1,439
10Y AUM Change+$235M (+113.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee129:1
10Y Employee Change+1 (+16.7%)
* 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.