Siebert Advisornxt, 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 25, 2026, reports $392M in regulatory assets under management, 43 employees, 8 offices, and 973 accounts.
Assets Under Management
$392M
Employees
43
Offices
8 offices
Total Clients
973
Primary office
NEW YORK, NY
300 VESEY STREET, 5TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
880
2
HNWI
9.6%
93
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$392M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$392M
Total Accounts973
10Y AUM Change+$392M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee23:1
10Y Employee Change+38 (+760.0%)
* 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.