Factorpoint Planning, LLC: new SEC registration, $288M AUM, Pittsford, NY
Factorpoint Planning, LLC (Pittsford, New York): new SEC registration, $288M AUM, Pittsford, NY. Its amount of 288 is above the median of 134 (78th percentile). Dated 212 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 288 · 78th percentile of 1,149 NewRiaPulse records · 2.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Factorpoint Planning, LLC |
| Legal name | Factorpoint Planning, LLC |
| CRD | 341229 |
| Status | Approved |
| Registered with the SEC | 2026-04-06 |
| Latest Form ADV filing | 2026-08-03 |
| Location | Pittsford, NY, United States |
| Regulatory AUM | $287,933,766 |
| Accounts | 565 |
| Employees | 3 |
| Website | https://www.factorplanning.com |
| amount percentile | 78th of 1,149 (median 134, 2.1x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Factorpoint Planning, LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Factorpoint Planning, LLC's amount: 78th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $288M under management.
- Website on file.
What is the NewRiaPulse record for Factorpoint Planning, LLC in Pittsford, New York?
Factorpoint Planning, LLC received SEC registration as an investment adviser (2026-04-06) with $287,933,766 in regulatory assets under management, based in Pittsford, NY.
How does Factorpoint Planning, LLC compare to other New York NewRiaPulse records?
Its amount of 288 sits in the upper half (78th percentile) of 1,149 records; the median is 134. It is 212 days old; check the official source for later updates before acting.
Factorpoint Planning, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Factorpoint Planning, LLC | Pittsford, NY | 288 | 78th | 2026-04-06 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.