{
  "crd_number": 112694,
  "slug": "consolidated-portfolio-review-corp-woodbury-ny-112694",
  "primary_business_name": "CONSOLIDATED PORTFOLIO REVIEW CORP",
  "legal_name": "CONSOLIDATED PORTFOLIO REVIEW CORP",
  "dbas": [
    "3 DIMENSIONAL WEALTH ADVISORY",
    "ACHILLE WEALTH PARTNERS",
    "AMERICAN CAPITAL ADVISORS, LLC",
    "AVENUE WEALTH PARTNERS",
    "CHAMBERLAIN GROUP",
    "CHIAPPETTA FINANCIAL GROUP",
    "DALTON WEALTH GROUP",
    "DELANCEY WEALTH MANAGEMENT",
    "EDMONSON WEALTH MANAGEMENT",
    "FAMILY LEGACY ADVISORY GROUP",
    "FINANCIAL RESOURCES INC.",
    "GOLDEN ELDRIDGE FINANCIAL LLC",
    "GRANITE CANYON WEALTH",
    "HATTIG FINANCIAL COMPANY",
    "HEWITT PLANNING SERVICES",
    "LEGACY SOLUTIONS WEALTH MANAGEMENT LLC",
    "MARTINSON STOLLER ADVISORS",
    "NATIONAL ONE ADVISORS",
    "OMNIWEALTH LLC",
    "PARAMOUNT FINANCIAL GROUP, LLC.",
    "QUARTERS WEALTH MANAGEMENT LLC.",
    "RAMIREZ WEALTH MANAGEMENT",
    "RANDALL WEALTH MANAGEMENT",
    "SCOPO CAPITAL PLANNING",
    "SEQUOIA WEALTH & RISK MANAGEMENT",
    "STARR INVESTMENT SERVICES INC.",
    "STOLLER INVESTMENT ADVISORS, INC.",
    "STONEFIELD WEALTH MANAGEMENT",
    "STRATEGIC WEALTH ENDEAVOR INC",
    "STREAMLINE ASSET MANAGEMENT, LLC",
    "SUMMIT ADVISORS NW",
    "THE VISPER GROUP, LLC",
    "VAUGHT WEALTH MANAGEMENT",
    "VIRTUS WEALTH INC"
  ],
  "city": "Woodbury",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-12-02",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-06-01",
  "carried_forward": false,
  "raum_total": 1591860061.0,
  "raum_discretionary": 1579379532.0,
  "raum_non_discretionary": 12480529.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 56,
  "advisory_employees": 47,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 889652491.0,
      "count": 5894
    },
    "pension_profit_sharing": {
      "raum": 12480529.0,
      "count": 41
    },
    "high_net_worth_individuals": {
      "raum": 689727041.0,
      "count": 293
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://3dwealthadvisory.com",
    "https://amcapwealth.com",
    "https://cgwealth.com",
    "https://chiappettafinancialgroup.com/gino-chiappetta",
    "https://daltonwealthgrp.com",
    "https://delanceywealth.com",
    "https://familylegacyadvisorygroup.com",
    "https://granitecanyonwealth.com",
    "https://hattigfinancial.com",
    "https://hewittplanningservices.com",
    "https://lawm.org",
    "https://legacysolutionswm.com",
    "https://martinsonstolleradvisors.com",
    "https://national1tax.com",
    "https://paramountfingrp.com",
    "https://randallwealthgroup.com",
    "https://scopocapital.com",
    "https://sequoiawealthmgmt.com",
    "https://stollerco.com",
    "https://streamlineasset.com",
    "https://summitadvisorsnw.com",
    "https://swe90.com",
    "https://visperwealth.com",
    "https://wwww.financialresourcesinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112694",
  "city_as_filed": "WOODBURY",
  "url": "https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694",
  "display_name": "Consolidated Portfolio Review Corp",
  "summary": "Consolidated Portfolio Review Corp is an SEC-registered investment advisory firm in Woodbury, NY, registered since 1991, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.",
  "citation": "AdvisorCensus. Consolidated Portfolio Review Corp (CRD 112694): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Consolidated Portfolio Review Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Consolidated Portfolio Review Corp reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Consolidated Portfolio Review Corp located?",
      "a": "Consolidated Portfolio Review Corp's principal office is in Woodbury, NY, according to its Form ADV; the July 2026 filing also lists 33 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Consolidated Portfolio Review Corp registered with the SEC or a state?",
      "a": "Consolidated Portfolio Review Corp is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 112694."
    },
    {
      "q": "How much does Consolidated Portfolio Review Corp manage?",
      "a": "Consolidated Portfolio Review Corp reports $1,591,860,061 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (99% discretionary)."
    },
    {
      "q": "How have Consolidated Portfolio Review Corp's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Consolidated Portfolio Review Corp: Regulatory assets under management: $470,728,002 in the October 2021 data and $1,591,860,061 in the October 2026 data, up 238%. Total employees: 17 in October 2021 and 56 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Consolidated Portfolio Review Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,894); high net worth individuals (293); pension and profit sharing plans (but not the plan participants or government pension plans) (41)."
    },
    {
      "q": "Does Consolidated Portfolio Review Corp report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112694"
    },
    {
      "q": "Does Consolidated Portfolio Review Corp state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 says: \"There are no minimum asset or income requirements to be a client.\""
    },
    {
      "q": "What changed in Consolidated Portfolio Review Corp's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added the business name Achille Wealth Partners. Added an office in Media, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 470728002.0,
      "total_employees": 17,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 601513554.0,
      "total_employees": 16,
      "filing_date": "2022-09-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 738280955.0,
      "total_employees": 33,
      "filing_date": "2023-08-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 905610357.0,
      "total_employees": 833,
      "filing_date": "2024-06-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1294955167.0,
      "total_employees": 45,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1591860061.0,
      "total_employees": 56,
      "filing_date": "2026-06-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Achille Wealth Partners.",
        "Added an office in Media, PA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added the business name Avenue Wealth Partners.",
        "Added an office in Caldwell, NJ."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Zircon Financial Planning, LLC.",
        "No longer lists the business name Quarters Wealth Management LLC.",
        "No longer lists the business name Stoecklein Financial Services.",
        "No longer lists the business name Starr Financial Services Inc..",
        "No longer lists the business name Visper Wealth Management.",
        "No longer lists the business name Omni Wealth LLC.",
        "Added the business name Quarters Wealth Management LLC..",
        "Added the business name Starr Investment Services Inc..",
        "Added the business name Family Legacy Advisory Group.",
        "Added the business name Edmonson Wealth Management.",
        "Added the business name Ramirez Wealth Management.",
        "Added the business name The Visper Group, LLC.",
        "Added the business name Omniwealth LLC.",
        "Employees performing advisory functions went from 44 to 47.",
        "Regulatory assets under management went from $1,294,955,167 to $1,591,860,061 (+23%).",
        "Changed its office addresses in Northwood, OH.",
        "Added an office in Bedford, NH.",
        "Added an office in Cincinnati, OH.",
        "Added an office in Concord, CA.",
        "Added an office in Indianapolis, MI.",
        "No longer lists an office in Manhattan, KS."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Stoller Investment Advisors, Inc..",
        "Added the business name Omni Wealth LLC.",
        "Added an office in Cincinnati, OH."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "No longer lists the business name Red Horse Financial Group.",
        "Added the business name Quarters Wealth Management LLC.",
        "Added an office in Howell, MI.",
        "No longer lists an office in Sunnyvale, CA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added the business name Starr Financial Services Inc..",
        "Employees performing advisory functions went from 28 to 44."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Chamberlain Group.",
        "Added an office in Irvine, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$90",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum asset or income requirements to be a client."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $90"
        ],
        "quotes": [
          "The minimum annual management fee is $90.00."
        ]
      }
    ],
    "quotes": [
      "There are no minimum asset or income requirements to be a client.",
      "The minimum annual management fee is $90.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5894,
      "fewer_than_5": false,
      "raum": 889652491.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 293,
      "fewer_than_5": false,
      "raum": 689727041.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 12480529.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112694",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}