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GOLDMAN SACHS WEALTH SERVICES, L.P.

COHOES, NY · CRD 106693 · IAPD ↗ · 518-886-4000

$31.69BRegulatory AUM
1134Advisory reps
1923Employees
89850Clients
More than 500Planning clients
0Private funds
53States
31Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — GOLDMAN SACHS WEALTH SERVICES, L.P.'s Item 11 disclosure-reporting entries rose by 1 (30 -> 31).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2026 — GOLDMAN SACHS WEALTH SERVICES, L.P. grew from 1055 to 1134 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — THE AYCO COMPANY, L.P. is now doing business as GOLDMAN SACHS WEALTH SERVICES, L.P..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2025 — GOLDMAN SACHS WEALTH SERVICES, L.P. grew from 997 to 1055 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — THE AYCO COMPANY, L.P.'s Item 11 disclosure-reporting entries rose by 1 (29 -> 30).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — THE AYCO COMPANY, L.P. added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — THE AYCO COMPANY, L.P. grew from 875 to 997 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.