ALBANYADVISOR GROUP LLC
CRD #316226 SEC #801-122496 ALBANY, NY (518) 689-3577
SEC Registered
Total AUM
$270.5M
Discretionary
$25.3M
Employees
6
Clients
251
Accounts
936
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $270.5M | $25.3M | $245.1M | 6 | 5 |
| Feb 2025 | $270.5M | $25.3M | $245.1M | 7 | 5 |
| Sep 2024 | $212.3M | $22.4M | $189.9M | 7 | 4 |
| May 2024 | $212.3M | $22.4M | $189.9M | 7 | 4 |
| Jan 2024 | $212.3M | $22.4M | $189.9M | 7 | 4 |
| Nov 2023 | $172.7M | $9.3M | $163.4M | 7 | 5 |
| Oct 2023 | $172.7M | $9.3M | $163.4M | 6 | 5 |
| Sep 2023 | $172.7M | $9.3M | $163.4M | 6 | 5 |
| Aug 2023 | $172.7M | $9.3M | $163.4M | 6 | 5 |
| Jun 2023 | $172.7M | $9.3M | $163.4M | 5 | 5 |
| Feb 2023 | $172.7M | $9.3M | $163.4M | 5 | 5 |
| Feb 2023 | $172.7M | $9.3M | $163.4M | 5 | 5 |
| Oct 2022 | $160.4M | $3.1M | $157.4M | 5 | 0 |
| Sep 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Aug 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Aug 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Jul 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Apr 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Apr 2022 | $138.9M | $1.7M | $137.2M | 5 | 0 |
| Feb 2022 | $79M | $0 | $79M | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Nov 2021 | $0 | $0 | $0 | 5 | 0 |
| Sep 2021 | $0 | $0 | $0 | 5 | 0 |
DateAug 2025
Total AUM$270.5M
Discretionary$25.3M
Non-Disc.$245.1M
Employees6
Clients5
DateFeb 2025
Total AUM$270.5M
Discretionary$25.3M
Non-Disc.$245.1M
Employees7
Clients5
DateSep 2024
Total AUM$212.3M
Discretionary$22.4M
Non-Disc.$189.9M
Employees7
Clients4
DateMay 2024
Total AUM$212.3M
Discretionary$22.4M
Non-Disc.$189.9M
Employees7
Clients4
DateJan 2024
Total AUM$212.3M
Discretionary$22.4M
Non-Disc.$189.9M
Employees7
Clients4
DateNov 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees7
Clients5
DateOct 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees6
Clients5
DateSep 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees6
Clients5
DateAug 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees6
Clients5
DateJun 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees5
Clients5
DateFeb 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees5
Clients5
DateFeb 2023
Total AUM$172.7M
Discretionary$9.3M
Non-Disc.$163.4M
Employees5
Clients5
DateOct 2022
Total AUM$160.4M
Discretionary$3.1M
Non-Disc.$157.4M
Employees5
Clients0
DateSep 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateAug 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateAug 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateJul 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateApr 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateApr 2022
Total AUM$138.9M
Discretionary$1.7M
Non-Disc.$137.2M
Employees5
Clients0
DateFeb 2022
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0