SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Joel Isaacson & Co., LLC
New York, NY
CRD 152450
Firm filing updated March 16, 2026 ·
- $9.3BAssets
- 20Advisory staff
- 5,532Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,132
- Individuals135
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 135 | $101.0 million |
| High net worth individuals | 1,132 | $9.2 billion |
| Charitable organizations | Fewer than 5 clients | $6.4 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $2.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "TAX PLANNING AND COMPLIANCE CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "TAX PLANNING AND COMPLIANCE CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$9.3 billion
- Accounts5,532
- Discretionary$7.4 billion · 3,663 accounts
- Non-discretionary$1.9 billion · 1,869 accounts
People
- Employees52
- Advisory staff20
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,000
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 152450, SEC file 801-70880.
- Registered with the SEC as an investment advisor (status date on record: December 17, 2009).
Is Joel Isaacson & Co., LLC a fiduciary?
Short answer: Joel Isaacson & Co., LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.