# Vise AI Advisors

> 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.

- CRD: 301761
- Filed as: VISE AI ADVISORS
- Legal name: Vise AI Advisors, LLC
- Also doing business as: VISE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York City, NY
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301761
- AdvisorCensus page: https://advisorcensus.com/firm/vise-ai-advisors-new-york-city-ny-301761

## Quick answers

**How is Vise AI Advisors compensated?**
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.

**Where is Vise AI Advisors located?**
Vise AI Advisors' principal office is in New York City, NY, according to its Form ADV.

**Is Vise AI Advisors registered with the SEC or a state?**
Vise AI Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301761.

**How much does Vise AI Advisors manage?**
Vise AI Advisors reports $8,526,312,187 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**How have Vise AI Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Vise AI Advisors serve?**
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).

**Which custodians does Vise AI Advisors use?**
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.

**Does Vise AI Advisors 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/301761

**What changed in Vise AI Advisors' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $6,030,299,586 to $8,526,312,187 (+41%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Raymond James Financial Services, 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: $8,526,312,187
- Discretionary: $8,526,312,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14,135 | $2,827,473,901 |
| High net worth individuals | 1,870 | $5,224,203,655 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $24,200,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 194 | $106,894,168 |
| Charitable organizations | 11 | $1,702,907 |
| Corporations or other businesses not listed above | 194 | $341,837,556 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 44 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vise.com
- Facebook @viseai
- LinkedIn @viseinc
- X @viseinc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,325,402 | 55 | March 28, 2021 |
| October 2022 | $362,399,953 | 55 | September 6, 2022 |
| October 2023 | $481,740,685 | 43 | June 30, 2023 |
| October 2024 | $1,071,426,891 | 43 | September 18, 2024 |
| October 2025 | $2,176,414,941 | 36 | March 31, 2025 |
| October 2026 | $8,526,312,187 | 44 | June 1, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $6,030,299,586 to $8,526,312,187 (+41%).

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vise AI Advisors (CRD 301761): Form ADV filing data as of October 2026.