Joel Isaacson & Co.
TL;DR
Wealth management and portfolio management firm serving high-net-worth individuals, with in-house tax services and a team of CFP and CPA professionals; part of the Focus Financial Partners network.
$9.3 billion
Regulatory AUM
As of ADV filing 2026-03-16
5,532
Accounts / Clients
1,267 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
52
Team Size
employees, 20 advisory
17 yrs
Years Registered
First registered 2009
About Joel Isaacson & Co.
Wealth management and portfolio management firm serving high-net-worth individuals, with in-house tax services and a team of CFP and CPA professionals; part of the Focus Financial Partners network.
Office: 546 Fifth Avenue, 22nd Floor, New York, NY 10036.
Best for: Families above $1M wanting fee-only planning with in-house tax preparation
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD152450
RegistrationSEC-registered
First registration2009
Regulatory AUM$9.3 billion
ADV filing date2026-03-16
Accounts5,532
Clients1,267 individual and high-net-worth clients
Employees52
Advisory employees20
Fee modelFee-only per its own site; ADV 2A lists fixed, asset-based and hourly fees
Minimum$1,000,000 for portfolio management, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CPA, PFS and EA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 152450, as of ADV filing 2026-03-16, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 2 of 10
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