Andrew Garrett, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 15, 2026, reports $521M in regulatory assets under management, 14 employees, 9 offices, and 1,122 accounts.
Assets Under Management
$521M
Employees
14
Offices
9 offices
Total Clients
1,122
Primary office
NEW YORK, NY
230 PARK AVENUE 3RD FLOOR WEST, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
614
2
HNWI
44.9%
504
3
Pooled Investment Vehicles
0.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$521Mas of April 15, 2026
Discretionary25.6%
$134M
26% of total RAUM25.6%
Non-discretionary74.4%
$388M
74% of total RAUM74.4%
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$521M
Total Accounts1,122
10Y AUM Change+$476M (+1049.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee80:1
10Y Employee Change-7 (-33.3%)
* 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.