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FSP ADVISORS, INC.

Advisory

ROCHESTER, NY

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in NY

#4,512

of 5,722 advisers by AUM

Average account

$183K

across 239 accounts

AUM per adviser

$9M

5 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$44M

Discretionary AUM$20M

Non-Discretionary AUM$24M

Discretionary %46%

Total Clients239

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

239 clients

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

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