Arista Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$103,356,017
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
222
13% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
222
Very HighAverage account size
$465,568
About
Arista Advisory Group serves individual and high‑net‑worth clients as well as pension plans, charitable organizations and business clients. The firm offers ongoing portfolio management, pension/401(k) consulting and financial planning and states it maintains no account minimum for its services.
Arista documents client goals and risk tolerances in written investment policy statements and applies fundamental, quantitative and modern portfolio theory to portfolio construction while operating on a non‑discretionary basis so clients retain final trading authority. The firm manages assets in‑house across a wide range of vehicles — including mutual funds, ETFs, real estate funds, private placements and venture capital — and implements strategies that can include long‑term holdings, margin and options trading (including uncovered options).
Compared with peers, Arista is distinctive as a small, three‑advisor practice that combines institutional custody relationships with direct management of alternative and derivative strategies not always offered by firms of similar size. The firm typically delivers financial plans as one‑time engagements and discloses that it does not aggregate trades across multiple client accounts, a practice that can affect execution and is less common among advisers its size.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Private / alternative investments
Annuities
Fee options
Financial planning fixed fees between $0 and $10,000
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,499,999: 0.80% annually $2,500,000 - $4,999,999: 0.70% annually $5,000,000+: 0.60% annually
$150 to $295 per hour for financial planning services
Fee-only: Financial planning fixed fees between $0 and $10,000; hourly fees between $150 and $295 per hour
Main office location
Arista Advisory Group, LLC
255 Washington Avenue, Extension Suite 204
Albany NY 12205, United States
Number of offices
1
Most active in
Arista Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Florida · Hawaii · Louisiana · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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