Long Run Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$514,203,877
This total excludes 33 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
891
21% high-net worth
Total advisors
7
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
127
Average account size
$577,109
About
Long Run Wealth Advisors serves individuals (including high-net-worth clients), business owners, non-profits, endowments, foundations, and retirement plans with holistic wealth management and financial planning. Services include discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, and the firm also advises on held-away products such as variable life contracts, annuities, and 529 plans.
The firm’s investment process combines fundamental, cyclical, and behavioral analysis with an asset-allocation framework derived from Modern Portfolio Theory, and it implements portfolios primarily through individual equities, ETFs, and fixed-income instruments. Portfolios are generally managed with a balanced, low-turnover approach, use sector ETFs for tactical positioning, employ risk‑management software to monitor drift and rebalance, and include sustainable/ESG options where requested.
Noteworthy for a firm registered in 2020, Long Run has grown to just over $500 million in AUM with a seven-advisor team serving a broad client base, and it provides ERISA fiduciary services to retirement plan sponsors in addition to individual wealth management. The firm maintains a custodial and brokerage relationship that includes access to institutional trading, block execution, and technology support from its recommended custodian, and several supervised persons are licensed insurance agents who may offer commissionable insurance products, which the brochure discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial planning and consulting fees can be fixed fees for defined projects or ongoing services.
0.50%–1.50% (varies based on portfolio size, composition, services, and advisor)
Certain supervised persons offer insurance products under separate commission-based arrangements.
Account minimum: $500,000 Fee-only: Financial planning and consulting fees range from $1,000 to $10,000 for project-based fees; ongoing fees range from $250 to $2,000 quarterly.
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.
Main office location
Long Run Wealth Advisors, LLC
55 Barn Road, Suite 206
Lake Placid NY 12946, United States
Number of offices
1
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