RIA Intel›Advisers›New York›ARI GROUP, LLC

ARI GROUP, LLC

Advisory

Y·NEW YORK, NY

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$133M

1-Year AUM Growth

+23.3%

3-Year CAGR

-43.2%

Employees

4

Assets Under Management

Total AUM$133M

Discretionary AUM$22M

Non-Discretionary AUM$111M

Discretionary %16.4%

Total Clients15

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record20

First FilingAug 28, 2017

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARI GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.