Wealth manager, independent · New York City, NY
Vise AI Advisors
Vise AI Advisors, LLC · SEC-registered investment adviser · CRD 301761 · SEC 801-116970
At a glance
Vise AI Advisors is an SEC-registered investment adviser based in New York City, New York, with $8.5 billion in regulatory assets under management as of its Form ADV filed June 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 16,005 individual clients. By Form ADV it is a wealth manager, ranked 197th of 8,915 wealth managers and 1,511th of 17,210 SEC-registered advisers by assets.
Main office 201-375-3969vise.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $8.5B
- Rank among wealth managers
- #197 of 8,915
- Rank among all SEC RIAs
- #1,511 of 17,210
- Rank in New York
- #391 of 2,591
- Individual clients
- 16,005
- High-net-worth clients
- 1,870
- Accounts
- 16,405
- Discretionary
- 100% of AUM
- Employees
- 44
- Advisory staff
- 20
- Offices
- 1
Owners and executives on its Form ADV
- Runik MehrotraChief Technology Officer
- Samir VasavadaChief Executive Officer
- Kamal (. JafarniaChief Compliance Officer/chief Legal Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,870 | $5.2B | 61% |
| Individuals | 14,135 | $2.8B | 33% |
| Corporations or other businesses | 194 | $342M | 4% |
| Pension and profit sharing plans | 194 | $107M | 1% |
| Pooled investment vehicles | 1 | $24M | <1% |
| Charitable organizations | 11 | $2M | <1% |
Private funds
Vise AI Advisors reports 1 private funds with $24M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Vise AI Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗vise.com ↗
AtlasMembers
The full record on Vise AI Advisors
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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 483 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Vise AI Advisors manage?
Vise AI Advisors reports $8.5 billion in regulatory assets under management across 16,405 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 1, 2026.
What kind of firm is Vise AI Advisors?
Vise AI Advisors 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 Vise AI Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($5.2 billion, 1,870 clients); individuals ($2.8 billion, 14,135 clients); corporations or other businesses ($342 million, 194 clients).
Does Vise AI Advisors manage private funds?
Yes. It reports 1 private funds with $24 million in gross assets, including other private funds.
Does Vise AI Advisors have any disciplinary history?
Vise AI Advisors 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 Vise AI Advisors’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). 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 →