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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Betterment
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-16-2019
- Office Locations
- 2
Office Locations
About Lake Road Advisors, LLC
Lake Road Advisors is a fiduciary RIA providing ongoing financial planning and investment management for high-performing professionals and for families approaching or living in retirement. The team (CFP professionals) helps clients optimize income and benefits, navigate stock compensation (RSUs/options), and build retirement income plans that consider taxes and healthcare. Reported custodial platforms include Altruist and Betterment.
Reported data analysis
What the numbers show
Between January 24, 2025 and January 21, 2026, reported AUM increased 26.5%, from $78.1M to $98.8M.
Across 5 reported observations, AUM increased 60.8% between March 30, 2022 and January 21, 2026, from $61.4M to $98.8M.
Of the latest reported AUM, 93.1% is discretionary and 6.9% is non-discretionary.
The firm reports 2 advisory representatives and 152 clients, or 76 clients per representative. That equates to $649.7K in reported AUM per client.
The profile lists 2 reported office locations and 6 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lake Road Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PAUL VINCENT SYDLANSKY
Chief Compliance Officer, President, Senior Advisor
- CRD
- #3226165
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Hayley Pamela Haslett
Associate Advisor
- CRD
- #7199554
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,917,197 | $696,342 |
| Non-Discretionary | $6,837,270 | $1,367,454 |
| Total | $98,754,467 | $720,836 |
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Separately Managed Accounts
SMA allocation detail is available
Lake Road Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.