Gps Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 17, 2026, reports $77M in regulatory assets under management, 2 employees, and 563 accounts.
Assets Under Management
$77M
Employees
2
Offices
--
Total Clients
263
Primary office
PITTSFORD, NY
141 SULLYS TRAIL, SUITE 8A, PITTSFORD, 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 94.7% of total clients.
Top client categories% of clientsClients
1
Individuals
94.7%
249
2
HNWI
5.3%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$77Mas of March 17, 2026
Discretionary100.0%
$77M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$77M
Total Accounts563
10Y AUM Change+$77M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* 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.