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| Rockbridge Investment Management LLC
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|---|---|
| CRD # | 115754 |
| SEC # | 801-60639 |
| CIK # | |
| AUM | 1,837.4 M (2026-03-27) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 315-671-0588 |
| Address | 220 South Warren Street Syracuse, NY 13202 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,202 | 326.6 |
| (b) Individuals (high net worth individuals) | 316 | 1,027.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 79.3 |
| (h) Charitable organizations | 43 | 180.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 223.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,133 | 1,837.4 |
| By Discretionary | ||
| Discretionary | 4,057 | 1,786.6 |
| Non-Discretionary | 76 | 50.8 |
| Total | 4,133 | 1,837.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,837.4 | |
| Total | 4,133 | 1,837.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ashton Thomas Securities LLC
✚
|
NY | 1,859.7 M |
|
Colonial Trust Advisors Inc
✚
|
SC | 1,852.9 M |
|
Tide Cycle Resources LLC
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|
NH | 1,851.5 M |
|
Kanawha Capital Management LLC
✚
|
VA | 1,839.6 M |
|
Azzad Asset Management Inc
✚
|
VA | 1,837.2 M |
|
A&M Private Wealth Partners LLC
✚
|
FL | 1,832.7 M |
|
Aristotle Capital Boston LLC
✚
|
MA | 1,831.3 M |
|
Berman McAleer LLC
✚
|
MD | 1,821.8 M |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1,821.4 M |
|
Strategic Investment Advisors LLC
✚
|
MI | 1,816.3 M |