{
  "crd_number": 152450,
  "slug": "joel-isaacson-and-co-llc-new-york-ny-152450",
  "primary_business_name": "JOEL ISAACSON & CO., LLC",
  "legal_name": "JOEL ISAACSON & CO., LLC",
  "dbas": [],
  "city": "New York",
  "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": "2009-12-17",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 9323576105.0,
  "raum_discretionary": 7378100350.0,
  "raum_non_discretionary": 1945475755.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 52,
  "advisory_employees": 20,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6367914.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 100973621.0,
      "count": 135
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 9213567678.0,
      "count": 1132
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2666892.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://focusfinancialpartners.com",
    "https://joelisaacson.com",
    "https://linkedin.com/company/focus-financial-partners",
    "https://linkedin.com/company/joel-isaacson-&-co.-llc",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152450",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450",
  "display_name": "Joel Isaacson & Co., LLC",
  "summary": "Joel Isaacson & Co., LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Joel Isaacson & Co., LLC (CRD 152450): 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",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Joel Isaacson & Co., LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Joel Isaacson & Co., LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Joel Isaacson & Co., LLC located?",
      "a": "Joel Isaacson & Co., LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Joel Isaacson & Co., LLC registered with the SEC or a state?",
      "a": "Joel Isaacson & Co., LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152450."
    },
    {
      "q": "How much does Joel Isaacson & Co., LLC manage?",
      "a": "Joel Isaacson & Co., LLC reports $9,323,576,105 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (79% discretionary)."
    },
    {
      "q": "How have Joel Isaacson & Co., LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Joel Isaacson & Co., LLC: Regulatory assets under management: $5,515,350,075 in the October 2021 data and $9,323,576,105 in the October 2026 data, up 69%. Total employees: 47 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Joel Isaacson & Co., LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,132); individuals (other than high net worth individuals) (135); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Joel Isaacson & Co., LLC use?",
      "a": "Joel Isaacson & Co., LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Joel Isaacson & Co., LLC 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/152450"
    },
    {
      "q": "What changed in Joel Isaacson & Co., LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $8,039,009,854 to $9,323,576,105 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5515350075.0,
      "total_employees": 47,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6754217583.0,
      "total_employees": 50,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5911336716.0,
      "total_employees": 49,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6894330282.0,
      "total_employees": 50,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8039009854.0,
      "total_employees": 52,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9323576105.0,
      "total_employees": 52,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $8,039,009,854 to $9,323,576,105 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 135,
      "fewer_than_5": false,
      "raum": 100973621.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1132,
      "fewer_than_5": false,
      "raum": 9213567678.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 6367914.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2666892.0
    }
  ],
  "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/152450",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}