Joel Isaacson & Co, LLC

RIASEC RegisteredEst. 2009

Total AUM

$9.3B

Discretionary

$7.4B

79% of AUM

Avg account

$1.7M

Accounts

5,532

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 152450
Registered since: December 17, 2009
Website: www.joelisaacson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.82%
Individuals1.08%
Charitable Organizations0.07%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Joel Isaacson & Co, LLC is an independent registered investment adviser, organized as an LLC and SEC-registered since 2009. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its client mix includes both individual/family and institutional relationships, and it charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not a multi-state adviser under the referenced filing. The adviser maintains a broad set of industry roles and affiliations beyond discretionary portfolio management: the filing lists connections to broker-dealers, other investment advisers, commodity/derivatives entities, accounting and law practices, insurance companies, pension consultants, real estate brokers, and sponsors or managing members of pooled investment vehicles. Joel Isaacson & Co, LLC has been recognized in several industry rankings, including multiple appearances on Barron's Top 100 RIA lists (2021–2025), Forbes (2022–2024), Financial Times Top 300 (2020), and FA Magazine (2020).