Overview
Assets Under Management: $144 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 29
Average Client Assets: $2.1 million
Frequently Asked Questions
ARISTA ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285722), ARISTA ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
ARISTA ADVISORY GROUP, LLC is headquartered in ALBANY, NY.
ARISTA ADVISORY GROUP, LLC serves 29 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, ARISTA ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ARISTA ADVISORY GROUP, LLC manages $144 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, ARISTA ADVISORY GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.86%
Average Client Assets: $2.1 million
Total Client Accounts: 500
Discretionary Accounts: 486
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 285722
Filing ID: 2081893
Last Filing Date: 2026-03-30 09:29:28