This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-21-1968
- Office Locations
- 6
Office Locations
About Ingalls & Snyder, LLC
Ingalls & Snyder is an independent New York-based investment adviser founded in 1924, focused on custom portfolio management and prudent risk-aware investing. The firm serves individuals and multi-generational families with comprehensive wealth, planning, and family office support, and also manages institutional portfolios for organizations, foundations, and corporate retirement plans. Clients work directly with the professionals managing their money, with no middleman.
Reported data analysis
What the numbers show
Between December 22, 2024 and December 24, 2025, reported AUM increased 13.5%, from $6.9B to $7.8B.
Across 5 reported observations, AUM increased 68.3% between December 23, 2021 and December 24, 2025, from $4.7B to $7.8B.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 50 advisory representatives and 4,454 clients, or 89.1 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 6 reported office locations and 57 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ingalls & Snyder, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ingalls & Snyder, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS ONEIL BOUCHER JR
Managing Director
- CRD
- #730430
- Ownership
- Less than 5%
ROBERT ANTHONY CASE
Chief Executive Officer, Managing Director
- CRD
- #1367765
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
Unlock allContacts
SALVATORE FRANCIS BARLETTA
--
- CRD
- #2439170
HORACE SHEPARD BOONE
Portfolio manager
- CRD
- #1584183
Showing 2 of 77 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,667,819,396 | $1,741,499 |
| Non-Discretionary | $158,783,182 | $3,175,664 |
| Total | $7,826,602,578 | $1,757,602 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ingalls & Snyder, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Ingalls & Snyder, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing