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EDLY ADVISORS

WHITE PLAINS, NY · CRD 328677 · IAPD ↗ · edly.co · (914) 785-8344

$19.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2026 — EDLY ADVISORS (WHITE PLAINS, NY) left the SEC roster (was $19.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
December 2025 — EDLY ADVISORS moved its main office from NEW YORK, NY to WHITE PLAINS, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2025 — EDLY ADVISORS reported RAUM down 49% ($39.0M -> $19.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
May 2024 — EDLY ADVISORS notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — EDLY ADVISORS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2024 — EDLY ADVISORS (NEW YORK, NY) is newly SEC-registered with $39.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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