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CIRCLE ADVISERS INC

NEW YORK, NY · CRD 110818 · IAPD ↗ · cadvinc.com · 212-885-4200

$868.2MRegulatory AUM
7Advisory reps
8Employees
40Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
January 2026 — CIRCLE ADVISERS INC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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