HUDSON VALLEY INVESTMENT ADVISORS, INC.
CRD #107387 SEC #801-48913 GOSHEN, NY 845-294-6127
SEC Registered
Total AUM
$1.7B
Discretionary
$1.4B
Employees
19
Clients
11
Accounts
2,206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.7B | $1.4B | $212.5M | 19 | 6 |
| Oct 2025 | $1.7B | $1.4B | $212.5M | 19 | 6 |
| Sep 2025 | $1.7B | $1.4B | $212.5M | 19 | 6 |
| Jun 2025 | $1.7B | $1.4B | $212.5M | 19 | 6 |
| Mar 2025 | $1.7B | $1.4B | $212.5M | 19 | 6 |
| Sep 2024 | $1.4B | $1.2B | $182.6M | 20 | 6 |
| Mar 2024 | $1.4B | $1.2B | $182.6M | 20 | 6 |
| Jun 2023 | $1.1B | $975.1M | $149.2M | 18 | 8 |
| Mar 2023 | $1.1B | $975.1M | $149.2M | 18 | 8 |
| Nov 2022 | $999.9M | $748.5M | $251.4M | 16 | 8 |
| Mar 2022 | $999.9M | $748.5M | $251.4M | 16 | 8 |
| Mar 2021 | $904.9M | $680.6M | $224.3M | 14 | 9 |
| Jun 2020 | $826.2M | $592.1M | $234M | 14 | 9 |
| Mar 2020 | $826.2M | $592.1M | $234M | 14 | 9 |
| Mar 2019 | $746.1M | $595.6M | $150.5M | 13 | 852 |
| Aug 2018 | $789.1M | $673.9M | $115.2M | 13 | 846 |
| Jul 2018 | $789.1M | $673.9M | $115.2M | 13 | 846 |
| Mar 2018 | $789.1M | $673.9M | $115.2M | 13 | 846 |
| Mar 2017 | $695.6M | $593.4M | $102.2M | 13 | 600 |
| Mar 2017 | $706.1M | $603.9M | $102.2M | 13 | 600 |
| Oct 2016 | $655.9M | $561.7M | $94.3M | 13 | 600 |
| Feb 2016 | $655.9M | $561.7M | $94.3M | 13 | 600 |
| Feb 2016 | $572.7M | $550M | $22.7M | 12 | 600 |
| Oct 2015 | $572.7M | $550M | $22.7M | 12 | 600 |
| Aug 2015 | $572.7M | $550M | $22.7M | 12 | 600 |
| Mar 2015 | $572.7M | $550M | $22.7M | 12 | 600 |
| Apr 2014 | $580M | $556.3M | $23.7M | 11 | 600 |
| Mar 2014 | $580M | $556.3M | $23.7M | 11 | 600 |
| Jan 2014 | $580M | $556.3M | $23.7M | 11 | 600 |
| May 2013 | $501.3M | $475M | $26.3M | 11 | 600 |
| Feb 2013 | $466.8M | $442M | $24.8M | 8 | 600 |
| Dec 2012 | $448.8M | $423.6M | $25.1M | 8 | 500 |
| Jan 2012 | $278.2M | $271.9M | $6.3M | 1 | 1 |
| Feb 2011 | $306.3M | $301.1M | $5.2M | 5 | -- |
| Jan 2010 | $309.8M | $306M | $3.8M | 5 | -- |
| Feb 2009 | $220.8M | $220.3M | $489.3K | 5 | -- |
| Feb 2007 | $249.4M | $249.4M | $0 | 5 | -- |
| Nov 2006 | $243.1M | $243.1M | $0 | 5 | -- |
| Feb 2006 | $196.1M | $196.1M | $0 | 5 | -- |
| Apr 2004 | $178.5M | $178.5M | $0 | 10 | -- |
| May 2002 | $165.9M | $165.9M | $0 | 10 | -- |
| Mar 2002 | $171.8M | $171.8M | $0 | 10 | -- |
DateOct 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$212.5M
Employees19
Clients6
DateOct 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$212.5M
Employees19
Clients6
DateSep 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$212.5M
Employees19
Clients6
DateJun 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$212.5M
Employees19
Clients6
DateMar 2025
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$212.5M
Employees19
Clients6
DateSep 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.6M
Employees20
Clients6
DateMar 2024
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.6M
Employees20
Clients6
DateJun 2023
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$149.2M
Employees18
Clients8
DateMar 2023
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$149.2M
Employees18
Clients8
DateNov 2022
Total AUM$999.9M
Discretionary$748.5M
Non-Disc.$251.4M
Employees16
Clients8
DateMar 2022
Total AUM$999.9M
Discretionary$748.5M
Non-Disc.$251.4M
Employees16
Clients8
DateMar 2021
Total AUM$904.9M
Discretionary$680.6M
Non-Disc.$224.3M
Employees14
Clients9
DateJun 2020
Total AUM$826.2M
Discretionary$592.1M
Non-Disc.$234M
Employees14
Clients9
DateMar 2020
Total AUM$826.2M
Discretionary$592.1M
Non-Disc.$234M
Employees14
Clients9
DateMar 2019
Total AUM$746.1M
Discretionary$595.6M
Non-Disc.$150.5M
Employees13
Clients852
DateAug 2018
Total AUM$789.1M
Discretionary$673.9M
Non-Disc.$115.2M
Employees13
Clients846
DateJul 2018
Total AUM$789.1M
Discretionary$673.9M
Non-Disc.$115.2M
Employees13
Clients846
DateMar 2018
Total AUM$789.1M
Discretionary$673.9M
Non-Disc.$115.2M
Employees13
Clients846
DateMar 2017
Total AUM$695.6M
Discretionary$593.4M
Non-Disc.$102.2M
Employees13
Clients600
DateMar 2017
Total AUM$706.1M
Discretionary$603.9M
Non-Disc.$102.2M
Employees13
Clients600
DateOct 2016
Total AUM$655.9M
Discretionary$561.7M
Non-Disc.$94.3M
Employees13
Clients600
DateFeb 2016
Total AUM$655.9M
Discretionary$561.7M
Non-Disc.$94.3M
Employees13
Clients600
DateFeb 2016
Total AUM$572.7M
Discretionary$550M
Non-Disc.$22.7M
Employees12
Clients600
DateOct 2015
Total AUM$572.7M
Discretionary$550M
Non-Disc.$22.7M
Employees12
Clients600
DateAug 2015
Total AUM$572.7M
Discretionary$550M
Non-Disc.$22.7M
Employees12
Clients600
DateMar 2015
Total AUM$572.7M
Discretionary$550M
Non-Disc.$22.7M
Employees12
Clients600
DateApr 2014
Total AUM$580M
Discretionary$556.3M
Non-Disc.$23.7M
Employees11
Clients600
DateMar 2014
Total AUM$580M
Discretionary$556.3M
Non-Disc.$23.7M
Employees11
Clients600
DateJan 2014
Total AUM$580M
Discretionary$556.3M
Non-Disc.$23.7M
Employees11
Clients600
DateMay 2013
Total AUM$501.3M
Discretionary$475M
Non-Disc.$26.3M
Employees11
Clients600
DateFeb 2013
Total AUM$466.8M
Discretionary$442M
Non-Disc.$24.8M
Employees8
Clients600
DateDec 2012
Total AUM$448.8M
Discretionary$423.6M
Non-Disc.$25.1M
Employees8
Clients500
DateJan 2012
Total AUM$278.2M
Discretionary$271.9M
Non-Disc.$6.3M
Employees1
Clients1
DateFeb 2011
Total AUM$306.3M
Discretionary$301.1M
Non-Disc.$5.2M
Employees5
Clients--
DateJan 2010
Total AUM$309.8M
Discretionary$306M
Non-Disc.$3.8M
Employees5
Clients--
DateFeb 2009
Total AUM$220.8M
Discretionary$220.3M
Non-Disc.$489.3K
Employees5
Clients--
DateFeb 2007
Total AUM$249.4M
Discretionary$249.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$243.1M
Discretionary$243.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees10
Clients--