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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-31-1985
- Office Locations
- 4
Office Locations
About Ciccarelli Advisory Services INC
Ciccarelli Advisory Services is an independent RIA serving multi-generational client families, helping simplify and coordinate the full financial picture across retirement, tax considerations, cash flow management, charitable giving, and legacy planning. The team emphasizes guidance through complex family dynamics and long-term stewardship. Portfolios commonly use ETFs and mutual funds, and the firm custodians with Charles Schwab and SEI.
Reported data analysis
What the numbers show
Between November 21, 2024 and November 13, 2025, reported AUM increased 11.8%, from $1.4B to $1.6B.
Across 5 reported observations, AUM increased 35.1% between November 22, 2021 and November 13, 2025, from $1.2B to $1.6B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 13 advisory representatives and 3,553 clients, or 273.3 clients per representative. That equates to $446.5K in reported AUM per client.
The profile lists 4 reported office locations and 40 years in operation. The source data was last updated on September 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RAYMOND FRANK CICCARELLI
Owner, Vice President
- CRD
- #46859
- Ownership
- 50% but less than 75%
KIM CICCARELLI KANTOR
Financial Advisor, General Partner, Owner, President
- CRD
- #1106058
- Ownership
- 50% but less than 75%
Showing 2 of 5 owners & executives
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JUDITH G ALEXANDER-WASLEY
Financial Advisor
- CRD
- #5760889
ANTHONY JOSEPH CURATOLO
Financial Advisor
- CRD
- #58908
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,586,316,444 | $446,472 |
| Total | $1,586,316,444 | $446,472 |
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Separately Managed Accounts
SMA allocation detail is available
Ciccarelli Advisory Services INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.