Douglas C. Lane & Associates
TL;DR
Investment adviser founded in 1994 by Doug and Gay Lane, serving high-net-worth individuals, trusts and institutions with wealth advisors and portfolio managers.
$8.4 billion
Regulatory AUM
As of ADV filing 2026-03-30
5,556
Accounts / Clients
1,084 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
37
Team Size
employees, 17 advisory
10 yrs
Years Registered
First registered 2016
About Douglas C. Lane & Associates
Investment adviser founded in 1994 by Doug and Gay Lane, serving high-net-worth individuals, trusts and institutions with wealth advisors and portfolio managers.
Office: One Dag Hammarskjold Plaza, 885 Second Avenue, 42nd Floor, New York, NY 10017.
Best for: Families above $1M wanting fee-only management with CFP wealth advisors
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD282563
RegistrationSEC-registered
First registration2016
Regulatory AUM$8.4 billion
ADV filing date2026-03-30
Accounts5,556
Clients1,084 individual and high-net-worth clients
Employees37
Advisory employees17
Fee modelFee-only per its own ADV 2A
Minimum$1,000,000 for new clients, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, RICP, ChFC, CRPC and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 282563, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 3 of 10
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