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TRIDENT ADVISORS LLC

Advisory

WOODBURY, NY

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

Rank in NY

#5,131

of 5,722 advisers by AUM

Average account

$396K

across 40 accounts

AUM per adviser

$3M

5 advisers

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

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients40

Team

Total Employees6

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CT, FL, NC, NJ, NY

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

40 clients

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

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