RIA Intel›Advisers›New York›WILLOW RUN ADVISORS, LLC

WILLOW RUN ADVISORS, LLC

Advisory

NEW YORK, NY

Data as of Aug 7, 2026 · Source: SEC Form ADV

Rank in NY

#1,089

of 5,734 advisers by AUM

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

Total AUM

$2.2B

Discretionary %

—

Clients

—

Employees

5

One filing on record

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$2.2B

Discretionary AUM$0

Non-Discretionary AUM$2.2B

Discretionary %—

Total Clients—

Team

Total Employees5

Investment Advisers7

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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.

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Owners & Officers

8 on record

From SEC Schedule A/B filings

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

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Client Demographics

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

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