RIA Intel›Advisers›New York›BIG ROCK ADVISORS LLC

BIG ROCK ADVISORS LLC

Advisory

SAG HARBOR, NY

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in NY

#4,833

of 5,722 advisers by AUM

Average account

$677K

across 41 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

41 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

EDEN ADVISORY SERVICES, LLC

$28M

HAMILTON LANE RICHCOURT ADVISORS LLC

$28M

BRENTON POINT WEALTH ADVISORS LLC

$28M

ADVANCED GROUP FINANCIAL SERVICES, LLC

$28M

SIXTY CAPITAL ADVISORS, LLC

$28M

THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY

CANANDAIGUA, NY

$28M

Get the full picture on BIG ROCK ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BIG ROCK ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans