Park Avenue Securities 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 April 27, 2026, reports $19.6B in regulatory assets under management, 2,073 employees, 543 offices, and 82,118 accounts.
Portfolio management for individuals and small businesses
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 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
63,006
2
HNWI
21.0%
17,261
3
Pension Plans
1.4%
1,139
4
Corporations
0.5%
397
5
Charitable
0.3%
235
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$19.6Bas of April 27, 2026
Discretionary90.1%
$17.6B
90% of total RAUM90.1%
Non-discretionary9.9%
$1.9B
10% of total RAUM9.9%
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$19.6B
Total Accounts82,118
10Y AUM Change+$12.3B (+170.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2,073
Clients per Employee40:1
10Y Employee Change+354 (+20.6%)
* 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.