{
  "crd_number": 301761,
  "slug": "vise-ai-advisors-new-york-city-ny-301761",
  "primary_business_name": "VISE AI ADVISORS",
  "legal_name": "VISE AI ADVISORS, LLC",
  "dbas": [
    "VISE"
  ],
  "city": "New York City",
  "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": "2019-07-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-06-01",
  "carried_forward": false,
  "raum_total": 8526312187.0,
  "raum_discretionary": 8526312187.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 44,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1702907.0,
      "count": 11
    },
    "individuals": {
      "raum": 2827473901.0,
      "count": 14135
    },
    "pension_profit_sharing": {
      "raum": 106894168.0,
      "count": 194
    },
    "high_net_worth_individuals": {
      "raum": 5224203655.0,
      "count": 1870
    },
    "pooled_investment_vehicles": {
      "raum": 24200000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 341837556.0,
      "count": 194
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals"
  ],
  "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",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/viseai",
    "https://linkedin.com/company/viseinc",
    "https://twitter.com/viseinc",
    "https://vise.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301761",
  "city_as_filed": "NEW YORK CITY",
  "url": "https://advisorcensus.com/firm/vise-ai-advisors-new-york-city-ny-301761",
  "display_name": "Vise AI Advisors",
  "summary": "Vise AI Advisors is an SEC-registered investment advisory firm in New York City, NY, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.",
  "citation": "AdvisorCensus. Vise AI Advisors (CRD 301761): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Vise AI Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Vise AI Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Vise AI Advisors located?",
      "a": "Vise AI Advisors' principal office is in New York City, NY, according to its Form ADV."
    },
    {
      "q": "Is Vise AI Advisors registered with the SEC or a state?",
      "a": "Vise AI Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301761."
    },
    {
      "q": "How much does Vise AI Advisors manage?",
      "a": "Vise AI Advisors reports $8,526,312,187 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Vise AI Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Vise AI Advisors: Regulatory assets under management: $144,325,402 in the October 2021 data and $8,526,312,187 in the October 2026 data, up 5808%. Total employees: 55 in October 2021 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Vise AI Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14,135); high net worth individuals (1,870); pension and profit sharing plans (but not the plan participants or government pension plans) (194)."
    },
    {
      "q": "Which custodians does Vise AI Advisors use?",
      "a": "Vise AI Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Raymond James Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Vise AI Advisors 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/301761"
    },
    {
      "q": "What changed in Vise AI Advisors' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $6,030,299,586 to $8,526,312,187 (+41%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 144325402.0,
      "total_employees": 55,
      "filing_date": "2021-03-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 362399953.0,
      "total_employees": 55,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 481740685.0,
      "total_employees": 43,
      "filing_date": "2023-06-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1071426891.0,
      "total_employees": 43,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2176414941.0,
      "total_employees": 36,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8526312187.0,
      "total_employees": 44,
      "filing_date": "2026-06-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $6,030,299,586 to $8,526,312,187 (+41%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,176,414,941 to $6,030,299,586 (+177%).",
        "Employees performing advisory functions went from 21 to 20."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Raymond James Financial Services, Inc.",
      "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES, 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/vise-ai-advisors-new-york-city-ny-301761.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14135,
      "fewer_than_5": false,
      "raum": 2827473901.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1870,
      "fewer_than_5": false,
      "raum": 5224203655.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 24200000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 194,
      "fewer_than_5": false,
      "raum": 106894168.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1702907.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 194,
      "fewer_than_5": false,
      "raum": 341837556.0
    }
  ],
  "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/301761",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}