Wealth manager, independent · Pittsford, NY
Post Resch Tallon Group
Post Resch Tallon Group, Inc. · SEC-registered investment adviser · CRD 156302 · SEC 801-73147
At a glance
Post Resch Tallon Group is an SEC-registered investment adviser based in Pittsford, New York, with $340 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 440 individual clients. By Form ADV it is a wealth manager, ranked 3,991st of 8,915 wealth managers and 9,539th of 17,210 SEC-registered advisers by assets.
Main office 585-249-1030postreschtallon.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $340M
- Rank among wealth managers
- #3,991 of 8,915
- Rank among all SEC RIAs
- #9,539 of 17,210
- Rank in New York
- #1,671 of 2,591
- Individual clients
- 440
- High-net-worth clients
- 135
- Accounts
- 857
- Discretionary
- 92% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- John A. PostPresident/secretary
- Kerry P. TallonVice President/chief Compliance Officer/treasurer
Custody and brokerage
Broker-dealer
Hybrid RIA
Post Resch Tallon Group is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Some people who provide advisory services on behalf of our firm are also registered with LPL Financial (“LPL”), a broker-dealer registered with the SEC, and a member of FINRA.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 135 | $248M | 73% |
| Individuals | 305 | $92M | 27% |
Disciplinary disclosures
Post Resch Tallon Group 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
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗postreschtallon.com ↗
AtlasMembers
The full record on Post Resch Tallon Group
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 6,392 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 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.
Background
Questions
How much does Post Resch Tallon Group manage?
Post Resch Tallon Group reports $340 million in regulatory assets under management across 857 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Post Resch Tallon Group?
Post Resch Tallon Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Post Resch Tallon Group’s clients?
By assets, its largest client types are high-net-worth individuals ($248 million, 135 clients); individuals ($92 million, 305 clients).
Does Post Resch Tallon Group have any disciplinary history?
Post Resch Tallon Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Post Resch Tallon Group’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 (2026-03-27), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →