Layline Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, NY. Its latest Form ADV filing, dated January 9, 2026, reports $131M in regulatory assets under management, 4 employees, and 418 accounts.
Assets Under Management
$131M
Employees
4
Offices
--
Total Clients
121
Primary office
ROCHESTER, NY
19 PRINCE ST., 3RD FLOOR, ROCHESTER, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
66
2
HNWI
39.7%
48
3
Pension Plans
5.0%
6
4
Corporations
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of January 9, 2026
Discretionary85.5%
$112M
85% of total RAUM85.5%
Non-discretionary14.5%
$19M
15% of total RAUM14.5%
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$131M
Total Accounts418
10Y AUM Change+$100M (+313.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change+2 (+100.0%)
* 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.