Cantor Fitzgerald Investment Advisors is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $3.2B in regulatory assets under management, 35 employees, 2 offices, and 1,302 accounts.
Assets Under Management
$3.2B
Employees
35
Offices
2 offices
Total Clients
1,295
Primary office
NEW YORK, NY
110 EAST 59TH STREET, 7TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.3% of total clients.
Top client categories% of clientsClients
1
HNWI
48.3%
625
2
Individuals
45.7%
592
3
Charitable
2.7%
35
4
Corporations
1.9%
24
5
Pension Plans
0.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 24, 2026
Discretionary100.0%
$3.2B
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$3.2B
Total Accounts1,302
10Y AUM Change+$805M (+33.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee37:1
10Y Employee Change+17 (+94.4%)
* 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.