RIA Intel›Advisers›New York›PRAGMATIC ADVISORS, LLC

PRAGMATIC ADVISORS, LLC

Advisory

HOMER, NY

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in NY

#5,405

of 5,722 advisers by AUM

Average account

$94K

across 60 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$6M

Discretionary %

37.6%

Clients

58

Employees

2

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$6M

Discretionary AUM$2M

Non-Discretionary AUM$4M

Discretionary %37.6%

Total Clients58

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

58 clients

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

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

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CENTENNIAL WEALTH MANAGEMENT INC.

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DOUBLE ALPHA GROUP LLC

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FORTROVE PARTNERS LLC

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