Arista Advisory Group, LLC
Arista Advisory Group, LLC is an SEC-registered mass-market adviser in Albany, NY with $143.7M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Arista Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285722, SEC 801-108720, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $143.7M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- Albany, NY
- Employees
- 3
- Clients
- 234
- CRD
- 285722
- Ownership
- Mullin, Kimberly, Marie; MURPHY, BERNARD, CHARLES; SCHWARTZ, GERALD, MAX
How much AUM does Arista Advisory Group, LLC have?
Arista Advisory Group, LLC reported $143.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Arista Advisory Group, LLC?
Disclosed owners and executives of Arista Advisory Group, LLC include Mullin, Kimberly, Marie, MURPHY, BERNARD, CHARLES, SCHWARTZ, GERALD, MAX. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.