RIA Intel›Advisers›New York›SEGAL ADVISORS, INC.

SEGAL ADVISORS, INC.

Advisory

N·NEW YORK, NY

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$50.2B
1-Year AUM Growth
+21.8%
3-Year CAGR
+5.1%
Employees
103
Assets Under Management
Total AUM$50.2B
Discretionary AUM$12.9B
Non-Discretionary AUM$37.2B
Discretionary %25.7%
Total Clients120
Team
Total Employees103
Investment Advisers112
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record42
First FilingMar 31, 2011
Latest FilingJul 1, 2026
🔒 Full AUM trend chart and 42 historical filings spanning 15+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on SEGAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →