# Joel Isaacson & Co., LLC

> 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.

- CRD: 152450
- Filed as: JOEL ISAACSON & CO., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152450
- AdvisorCensus page: https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450

## Quick answers

**How is Joel Isaacson & Co., LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Joel Isaacson & Co., LLC located?**
Joel Isaacson & Co., LLC's principal office is in New York, NY, according to its Form ADV.

**Is Joel Isaacson & Co., LLC registered with the SEC or a state?**
Joel Isaacson & Co., LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152450.

**How much does Joel Isaacson & Co., LLC manage?**
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).

**How have Joel Isaacson & Co., LLC's assets and staff changed since 2021?**
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.

**What types of clients does Joel Isaacson & Co., LLC serve?**
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).

**Which custodians does Joel Isaacson & Co., LLC use?**
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.

**Does Joel Isaacson & Co., LLC report any disciplinary disclosures?**
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

**What changed in Joel Isaacson & Co., LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $8,039,009,854 to $9,323,576,105 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,323,576,105
- Discretionary: $7,378,100,350
- Non-discretionary: $1,945,475,755

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $100,973,621 |
| High net worth individuals | 1,132 | $9,213,567,678 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 3 | $6,367,914 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $2,666,892 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (16 years)
- Employees: 52 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- joelisaacson.com
- LinkedIn @focus-financial-partners
- LinkedIn @joel-isaacson-&-co.-llc
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,515,350,075 | 47 | March 12, 2021 |
| October 2022 | $6,754,217,583 | 50 | March 18, 2022 |
| October 2023 | $5,911,336,716 | 49 | September 28, 2023 |
| October 2024 | $6,894,330,282 | 50 | March 27, 2024 |
| October 2025 | $8,039,009,854 | 52 | March 25, 2025 |
| October 2026 | $9,323,576,105 | 52 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $8,039,009,854 to $9,323,576,105 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Joel Isaacson & Co., LLC (CRD 152450): Form ADV filing data as of October 2026.