Astoria Portfolio Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $978M in regulatory assets under management, 9 employees, 3 offices, and 1,068 accounts.
Assets Under Management
$978M
Employees
9
Offices
3 offices
Total Clients
123
Primary office
NEW YORK, NY
500 7TH AVENUE, 9TH FLOOR, NEW YORK, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
61
2
HNWI
23.6%
29
3
Other Advisers
22.0%
27
4
Investment Cos.
3.3%
4
5
Corporations
1.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$978Mas of March 31, 2026
Discretionary99.8%
$975M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
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$978M
Total Accounts1,068
10Y AUM Change+$945M (+2908.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee14:1
10Y Employee Change+5 (+125.0%)
* 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.