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ARISTA ADVISORY GROUP, LLC

ALBANY, NY · CRD 285722 · IAPD ↗ · aristaadv.com · 518-464-0319

$143.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — ARISTA ADVISORY GROUP, LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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