RIA Intel›Advisers›New York›BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK FINANCIAL MANAGEMENT, INC

Institutional

N·NEW YORK, NY

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$1.6T

1-Year AUM Growth

+10.8%

3-Year CAGR

+3.9%

Employees

889

Assets Under Management

Total AUM$1.6T

Discretionary AUM$1.6T

Non-Discretionary AUM$2.3B

Discretionary %99.9%

Total Clients1,309

Team

Total Employees889

Investment Advisers7,987

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds376

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record147

First FilingFeb 28, 2001

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 147 historical filings spanning 25+ 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 BLACKROCK FINANCIAL MANAGEMENT, INC

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