Fee-only adviser · New York, NY
Alinea Advisory Services LLC
Alinea Advisory Services LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in New York, New York. On its latest Form ADV, filed September 1, 2026, it reports $67M in regulatory assets under management, 115,693 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 311782 · SEC file 801-120032 |
| Office | 46 Howard Street New York, NY 10013 |
| Phone | (516) 469-9482 |
| Website | alinea-invest.com |
| Regulatory assets under management | $67M ($48M discretionary) |
| Individual clients | 115,693 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Subscription |
| Services | Portfolio management |
| Employees | 10 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in New York
- Cannell & Spears LLC $7.0B
- Pinnacle Associates, Ltd. $10.4B
- Fruitful $35M
- Klingenstein Fields Advisors $4.7B
- Shufro, Rose & Co., LLC $2.5B
- Magnus Financial Group LLC $2.3B
See all 356 fee-only advisers in New York →
Nearby
- Long Island City 1 firm
- Hoboken 1 firm
- Brooklyn 23 firms
- Maspeth 1 firm
- Jersey City 8 firms
- East Elmhurst 1 firm
- Edgewater 1 firm
- Jackson Heights 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Alinea Advisory Services LLC? Update this listing.