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SYLO PLANNING

Advisory

NY

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in NY
#5,177
of 5,722 advisers by AUM
Average account
$364K
across 38 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$14M
Discretionary %
9.5%
Clients
13
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$14M
Discretionary AUM$1M
Non-Discretionary AUM$13M
Discretionary %9.5%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

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

PIVOTAL FINANCIAL SERVICES, INC.
$14M
LAUGHLIN FINANCIAL ADVISORS
$14M
DEVELOPMENT CAPITAL PARTNERS, LLC
NEW YORK, NY
$14M
-87.2% 1Y
FISCHER ADVISORS LLC
$14M
PROVIDENCE CAPITAL PARTNERS, LLC
NEW YORK, NY
$14M
MAGNA HIGHLIGHT CAPITAL MANAGEMENT LLC
NEW YORK, NY
$14M
+133.3% 1Y

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