Arista Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated March 30, 2026, reports $144M in regulatory assets under management, 3 employees, and 500 accounts.
Assets Under Management
$144M
Employees
3
Offices
--
Total Clients
234
Primary office
ALBANY, NY
255 WASHINGTON AVENUE, EXTENSION SUITE 204, ALBANY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.5% of total clients.
Top client categories% of clientsClients
1
Individuals
82.5%
193
2
HNWI
12.4%
29
3
Charitable
4.7%
11
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$144Mas of March 30, 2026
Discretionary95.2%
$137M
95% of total RAUM95.2%
Non-discretionary4.8%
$7M
5% of total RAUM4.8%
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$144M
Total Accounts500
10Y AUM Change+$13M (+9.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee78:1
10Y Employee Change-1 (-25.0%)
* 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.