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IRIS ADVISORS, LLC

Advisory

NEW YORK, NY

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

Rank in NY
#4,889
of 5,722 advisers by AUM
Average account
$747K
across 35 accounts
AUM per adviser
$26M
1 adviser

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

Total AUM
$26M
Discretionary %
81.2%
Clients
36
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$21M
Non-Discretionary AUM$5M
Discretionary %81.2%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

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

BST WEALTH MANAGEMENT, LLC
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$26M
-15.2% 1Y
LITCHFIELD MANAGEMENT CORP.
NEW YORK, NY
$26M
+18.5% 1Y
INVESTALL, INC.
NEW YORK, NY
$26M
+100.1% 1Y
ZEBRA CROSSING ASSET MANAGEMENT LLC
$26M
TRIAXX ASSET MANAGEMENT LLC
NEW YORK, NY
$26M
-11.7% 1Y
GLOBAL RETAIL PARTNERS, INC.
NEW YORK, NY
$26M
0.0% 1Y

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