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SEGAL MARCO ADVISORS

NEW YORK, NY · CRD 114687 · IAPD ↗ · 212-251-5900

$50.15BRegulatory AUM
103Advisory reps
112Employees
654Clients
n/aPlanning clients
4Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — SEGAL MARCO ADVISORS notice-filed in NM, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — SEGAL MARCO ADVISORS reported RAUM up 34% ($37.52B -> $50.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — SEGAL MARCO ADVISORS grew from 86 to 103 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.