RIA Intel›Advisers›New York›TAHER FINANCIAL PLANNING

TAHER FINANCIAL PLANNING

Advisory

BROOKLYN, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NY

#5,673

of 5,722 advisers by AUM

Average account

$12K

across 13 accounts

AUM per adviser

$162K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$162K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$162K

Discretionary AUM$162K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

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

EVANS CAPITAL PARTNERS LLC

$170K

CLOUD PEAK ADVISORS LLC

$153K

BLACKSTONE REAL ESTATE ADVISORS IV L.L.C.

$148K

TITANHUB CAPITAL MANAGEMENT LLC

JACKSON HEIGHTS, NY

$145K

DUNEDAIN CAPITAL L.L.C.

$181K

FMD WEALTH ADVISORS LLC

WHITE PLAINS, NY

$140K

Get the full picture on TAHER FINANCIAL PLANNING

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TAHER FINANCIAL PLANNING and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans