Wealth manager, independent · Woodbury, NY
Consolidated Portfolio Review Corp
SEC-registered investment adviser · CRD 112694 · SEC 801-38795
At a glance
Consolidated Portfolio Review Corp is an SEC-registered investment adviser based in Woodbury, New York, with $1.6B in regulatory assets under management as of its Form ADV filed June 1, 2026. It reports 6,187 individual clients, 293 of them high-net-worth, holding an average of about $0.3 million each, and 56 employees. That ranks it 679th among the nation’s 5,657 independent wealth management RIAs and 52nd of 408 in New York.
Main office 631-845-5100As filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #679 of 5,657
- Rank among all SEC RIAs
- #4,125 of 17,210
- Rank in New York
- #52 of 408
- Individual clients
- 6,187
- High-net-worth clients
- 293
- Accounts
- 6,228
- Discretionary
- 99% of AUM
- Employees
- 56
- Advisory staff
- 47
- Offices
- 48
Owners and executives on its Form ADV
- Stephen A. DistanteCEO
- Jr D. AntenorChief Operations Officer
- Joseph J. TrifilettiPresident
- Megan L. PlappChief Financial Officer
- Michelle D. ThomasChief Compliance Officer
- Steven M. HoweDirector of Business Development
Custody and brokerage
Custodian
Consolidated Portfolio Review Corp’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Consolidated Portfolio Review Corp is a hybrid RIA: 44 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Impactu.investments, LLC and Vanderbilt Securities, LLC.
- Impactu.investments, LLC ↗CRD 122696
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
- Vanderbilt Securities, LLC ↗CRD 5953
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, December 2025
Its Form ADV brochure (filed March 2026) names Vanderbilt Securities as the broker-dealer its advisers are registered with.
mpensation from CPR’s Affiliated Broker-Dealer CPR’s affiliated broker-dealer, Vanderbilt Securities, LLC, may pass through a portion of its compensation to an Advisor Representative in their capacity as a registered representative of Vand
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 5,894 | $890M | 56% |
| High-net-worth individuals | 293 | $690M | 43% |
| Pension and profit sharing plans | 41 | $12M | <1% |
Disciplinary disclosures
Consolidated Portfolio Review Corp reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,419 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Citrin Cooperman Wealth Management, LLCNew York | $1.7B | 51 |
| Orange Investment Advisors, Inc.Goshen | $1.7B | 1,307 |
| Bouchey Financial Group, LTD.Troy | $1.6B | 1,190 |
| Independent Solutions Wealth Management, LLCWilliamsville | $1.5B | 4,265 |
| Seacrest Wealth Management, LLCPurchase | $1.5B | 1,475 |
| Ascent Wealth Partners, LLCNew Hartford | $1.5B | 1,036 |
Background
Questions
How much does Consolidated Portfolio Review Corp manage?
Consolidated Portfolio Review Corp reports $1.6B in regulatory assets under management across 6,228 accounts, 99% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
How many clients does Consolidated Portfolio Review Corp have?
It reports 6,187 individual clients: 293 high-net-worth individuals and 5,894 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Consolidated Portfolio Review Corp headquartered?
Its main office is in Woodbury, New York. It reports 48 offices in total and 56 employees, 47 of whom perform investment advisory functions.
How does Consolidated Portfolio Review Corp charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
Is Consolidated Portfolio Review Corp a hybrid RIA with a broker-dealer?
Consolidated Portfolio Review Corp is a hybrid RIA: 44 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Impactu.investments, LLC and Vanderbilt Securities, LLC. Vanderbilt Securities, LLC clears through National Financial Services (Fidelity), according to its annual report filed with the SEC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Consolidated Portfolio Review Corp a fiduciary?
As an SEC-registered investment adviser, Consolidated Portfolio Review Corp owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 44 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Consolidated Portfolio Review Corp’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →