Robbins Farley LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 22, 2026, reports $253M in regulatory assets under management, 5 employees, and 743 accounts.
Assets Under Management
$253M
Employees
5
Offices
--
Total Clients
263
Primary office
BEDFORD, NH
6 BEDFORD FARMS DRIVE, SUITE 112, BEDFORD, NH, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
172
2
HNWI
34.6%
91
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 22, 2026
Discretionary99.9%
$253M
100% of total RAUM99.9%
Non-discretionary0.1%
$131K
0% of total RAUM0.1%
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$253M
Total Accounts743
10Y AUM Change+$138M (+120.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
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.