Alesco Advisors, LLC, an Esl Company

RIASEC Registered

Total AUM

$5.6B

Discretionary

$5.6B

100% of AUM

Avg account

$3.2M

Accounts

1,777

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 339091
Registered since: January 5, 2026
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Charitable Organizations48.84%
HNWI44.43%
Corporations / Businesses2.99%
State / Municipal Government1.86%
Individuals1.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alesco Advisors, LLC, an Esl Company is a limited liability investment adviser that registered with the SEC in 2026. The firm serves both individual & family clients and institutional accounts and describes itself as a capital allocator. Its advisory capabilities include financial planning, portfolio management for individuals/small businesses and for institutions, selection of sub‑advisers, along with client education through published newsletters and workshops. Alesco employs a mix of fee arrangements — percentage of AUM, fixed fees and other fee types — and maintains industry connections spanning broker‑dealers, other investment advisers, banking/thrift institutions, trust companies and insurance firms. The firm does not identify as an active ESG investor.