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HIGHROAD WEALTH ADVISERS, LLC

Advisory

ROCHESTER, NY

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

Rank in NY
#5,132
of 5,722 advisers by AUM
AUM change, 1 year
+9.6%
61st percentile in NY
AUM CAGR, 3 year
+9.6%
compound annual growth
Average account
$527K
across 30 accounts
AUM per adviser
$16M
1 adviser
Filing history
12
filings since 2013

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

Total AUM
$16M
1-Year AUM Growth
+9.6%
3-Year CAGR
+9.6%
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingApr 24, 2013
Latest FilingFeb 20, 2026
Full AUM trend chart and 12 historical filings spanning 13+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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