RICHARD BERNSTEIN ADVISORS LLC
CRD #153577 SEC #801-71501 NEW YORK, NY 212-692-4000
SEC Registered
Total AUM
$5B
Discretionary
$5B
Employees
30
Clients
0
Accounts
12,603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5B | $5B | $0 | 30 | 17 |
| Mar 2025 | $5B | $5B | $0 | 30 | 17 |
| Mar 2025 | $5B | $5B | $0 | 30 | 17 |
| Mar 2025 | $5B | $5B | $0 | 30 | 17 |
| Feb 2025 | $5B | $5B | $0 | 30 | 17 |
| Sep 2024 | $5.2B | $5.2B | $0 | 35 | 13 |
| Sep 2024 | $5.2B | $5.2B | $0 | 35 | 13 |
| Feb 2024 | $5.2B | $5.2B | $0 | 35 | 13 |
| Apr 2023 | $5.2B | $5.2B | $0 | 36 | 18 |
| Feb 2023 | $5.2B | $5.2B | $0 | 36 | 18 |
| Mar 2022 | $6.1B | $6.1B | $0 | 33 | 15 |
| Feb 2022 | $6.1B | $6.1B | $0 | 33 | 15 |
| Aug 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| May 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| May 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| May 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| May 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| Mar 2021 | $4.7B | $4.7B | $0 | 32 | 10 |
| Jun 2020 | $3.7B | $3.7B | $0 | 27 | 8 |
| Feb 2020 | $3.7B | $3.7B | $0 | 27 | 8 |
| May 2019 | $3.5B | $3.5B | $0 | 23 | 9 |
| Feb 2019 | $3.5B | $3.5B | $0 | 23 | 9 |
| Feb 2018 | $3.2B | $3.2B | $0 | 19 | 9 |
| Mar 2017 | $1.7B | $1.7B | $0 | 18 | 11 |
| Mar 2016 | $1.5B | $1.5B | $0 | 17 | 11 |
| Nov 2015 | $1.6B | $1.6B | $0 | 18 | 11 |
| Oct 2015 | $1.6B | $1.6B | $0 | 18 | 11 |
| Aug 2015 | $1.6B | $1.6B | $0 | 18 | 11 |
| Mar 2015 | $1.6B | $1.6B | $0 | 18 | 11 |
| Mar 2015 | $1.6B | $1.6B | $0 | 18 | 11 |
| Mar 2014 | $1.2B | $1.2B | $0 | 16 | 1 |
| Sep 2013 | $375.9M | $375.9M | $0 | 10 | 1 |
| Mar 2013 | $375.9M | $375.9M | $0 | 10 | 1 |
| May 2012 | $371M | $371M | $0 | 11 | 1 |
| Feb 2012 | $371M | $371M | $0 | 11 | 1 |
| Jun 2011 | $302.3M | $302.3M | $0 | -- | -- |
| Mar 2011 | $302.3M | $302.3M | $0 | -- | -- |
| Nov 2010 | $25M | $25M | $0 | -- | -- |
| Oct 2010 | $25M | $25M | $0 | -- | -- |
| Sep 2010 | $25M | $25M | $0 | -- | -- |
| Jul 2010 | $0 | $0 | $0 | -- | -- |
| Jul 2010 | $0 | $0 | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
DateSep 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees30
Clients17
DateMar 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees30
Clients17
DateMar 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees30
Clients17
DateMar 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees30
Clients17
DateFeb 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees30
Clients17
DateSep 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees35
Clients13
DateSep 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees35
Clients13
DateFeb 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees35
Clients13
DateApr 2023
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees36
Clients18
DateFeb 2023
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees36
Clients18
DateMar 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees33
Clients15
DateFeb 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees33
Clients15
DateAug 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateMay 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateMay 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateMay 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateMay 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateMar 2021
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees32
Clients10
DateJun 2020
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees27
Clients8
DateFeb 2020
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees27
Clients8
DateMay 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees23
Clients9
DateFeb 2019
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees23
Clients9
DateFeb 2018
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees19
Clients9
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees18
Clients11
DateMar 2016
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients11
DateNov 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients11
DateOct 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients11
DateAug 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients11
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients11
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients11
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients1
DateSep 2013
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees10
Clients1
DateMar 2013
Total AUM$375.9M
Discretionary$375.9M
Non-Disc.$0
Employees10
Clients1
DateMay 2012
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees11
Clients1
DateFeb 2012
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees11
Clients1
DateJun 2011
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$302.3M
Discretionary$302.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--