RIA Intel›Advisers›New York›RONALD A. BARTLETT & ASSOCIATES, LTD

RONALD A. BARTLETT & ASSOCIATES, LTD

Advisory

FLUSHING, NY

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in NY

#5,181

of 5,722 advisers by AUM

Average account

$94K

across 144 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients144

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, GA, NJ, NY, TX

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

144 clients

2 high-net-worth

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

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