ARISTA ADVISORY GROUP, LLC
CRD #285722 SEC #801-108720 ALBANY, NY 518-464-0319
SEC Registered
Total AUM
$181.1M
Discretionary
$173.1M
Employees
3
Clients
25
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.1M | $173.1M | $8M | 3 | 0 |
| Aug 2024 | $174.6M | $168.2M | $6.5M | 3 | 0 |
| Mar 2024 | $174.6M | $168.2M | $6.5M | 3 | 0 |
| Mar 2023 | $168.9M | $163.6M | $5.3M | 3 | 0 |
| Nov 2022 | $216.6M | $206.1M | $10.6M | 3 | 0 |
| Mar 2022 | $216.6M | $206.1M | $10.6M | 3 | 0 |
| Mar 2022 | $216.6M | $206.1M | $10.6M | 3 | 0 |
| Dec 2021 | $181.3M | $180.4M | $947.5K | 3 | 0 |
| Oct 2021 | $181.3M | $180.4M | $947.5K | 3 | 0 |
| Mar 2021 | $181.3M | $180.4M | $947.5K | 3 | 0 |
| Jun 2020 | $169.6M | $166.8M | $2.8M | 3 | 0 |
| Mar 2020 | $169.6M | $166.8M | $2.8M | 3 | 0 |
| Dec 2019 | $172.4M | $169.7M | $2.7M | 3 | 0 |
| Oct 2019 | $172.4M | $169.7M | $2.7M | 3 | 0 |
| Mar 2019 | $172.4M | $169.7M | $2.7M | 4 | 0 |
| Mar 2019 | $172.4M | $169.7M | $2.7M | 4 | 0 |
| Mar 2019 | $172.4M | $169.7M | $2.7M | 4 | 0 |
| Sep 2018 | $195.1M | $193.1M | $2M | 4 | 6 |
| Mar 2018 | $176.9M | $176.9M | $0 | 4 | 6 |
| Dec 2017 | $164.3M | $164.3M | $0 | 4 | 5 |
| Apr 2017 | $131.1M | $131.1M | $0 | 4 | 250 |
| Mar 2017 | $131.1M | $131.1M | $0 | 4 | 250 |
| Feb 2017 | $0 | $0 | $0 | 4 | 0 |
| Nov 2016 | $0 | $0 | $0 | 4 | 0 |
| Nov 2016 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$181.1M
Discretionary$173.1M
Non-Disc.$8M
Employees3
Clients0
DateAug 2024
Total AUM$174.6M
Discretionary$168.2M
Non-Disc.$6.5M
Employees3
Clients0
DateMar 2024
Total AUM$174.6M
Discretionary$168.2M
Non-Disc.$6.5M
Employees3
Clients0
DateMar 2023
Total AUM$168.9M
Discretionary$163.6M
Non-Disc.$5.3M
Employees3
Clients0
DateNov 2022
Total AUM$216.6M
Discretionary$206.1M
Non-Disc.$10.6M
Employees3
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$206.1M
Non-Disc.$10.6M
Employees3
Clients0
DateMar 2022
Total AUM$216.6M
Discretionary$206.1M
Non-Disc.$10.6M
Employees3
Clients0
DateDec 2021
Total AUM$181.3M
Discretionary$180.4M
Non-Disc.$947.5K
Employees3
Clients0
DateOct 2021
Total AUM$181.3M
Discretionary$180.4M
Non-Disc.$947.5K
Employees3
Clients0
DateMar 2021
Total AUM$181.3M
Discretionary$180.4M
Non-Disc.$947.5K
Employees3
Clients0
DateJun 2020
Total AUM$169.6M
Discretionary$166.8M
Non-Disc.$2.8M
Employees3
Clients0
DateMar 2020
Total AUM$169.6M
Discretionary$166.8M
Non-Disc.$2.8M
Employees3
Clients0
DateDec 2019
Total AUM$172.4M
Discretionary$169.7M
Non-Disc.$2.7M
Employees3
Clients0
DateOct 2019
Total AUM$172.4M
Discretionary$169.7M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2019
Total AUM$172.4M
Discretionary$169.7M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2019
Total AUM$172.4M
Discretionary$169.7M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2019
Total AUM$172.4M
Discretionary$169.7M
Non-Disc.$2.7M
Employees4
Clients0
DateSep 2018
Total AUM$195.1M
Discretionary$193.1M
Non-Disc.$2M
Employees4
Clients6
DateMar 2018
Total AUM$176.9M
Discretionary$176.9M
Non-Disc.$0
Employees4
Clients6
DateDec 2017
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees4
Clients5
DateApr 2017
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees4
Clients250
DateMar 2017
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees4
Clients250
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0