U
$34.1M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
0 yrs Firm Age
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- Custodian
- ADP · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-21-2026
- Office Locations
- 1
Office Locations
2 Thornell Road Pittsford NY
About Upstate Advisers INC
Upstate Advisers INC is a Pittsford-based RIA. The firm has been operating for 0 years. Managing $34.1M in total assets under management, with 1 advisory representatives. They custody assets with ADP and Charles Schwab & Company.
Team overview
-- AVG AGE
$34.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AMY ANN RYAN
Chief Compliance Officer, President
- CRD
- #3171415
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,743,630 | -- |
| Non-Discretionary | $18,310,000 | -- |
| Total | $34,053,630 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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