Prism Planning And Solutions Group: new SEC registration, $157M AUM, White Plains, NY
Prism Planning And Solutions Group (White Plains, New York): new SEC registration, $157M AUM, White Plains, NY. Its amount of 157 is above the median of 134 (59th percentile). Dated 260 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: 157 · 59th percentile of 1,149 NewRiaPulse records · 1.2x 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 | Prism Planning And Solutions Group |
| Legal name | Ppsgrp LLC |
| CRD | 340003 |
| Status | Approved |
| Registered with the SEC | 2026-02-17 |
| Latest Form ADV filing | 2026-08-07 |
| Location | White Plains, NY, United States |
| Regulatory AUM | $157,013,593 |
| Accounts | 426 |
| Employees | 5 |
| Website | https://www.ppsgrp.com |
| amount percentile | 59th of 1,149 (median 134, 1.2x 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: 2026-02-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
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: Prism Planning And Solutions Group and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Prism Planning And Solutions Group's amount: 59th 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
- $157M under management.
- Website on file.
What is the NewRiaPulse record for Prism Planning And Solutions Group in White Plains, New York?
Prism Planning And Solutions Group received SEC registration as an investment adviser (2026-02-17) with $157,013,593 in regulatory assets under management, based in White Plains, NY.
How does Prism Planning And Solutions Group compare to other New York NewRiaPulse records?
Its amount of 157 sits in the upper half (59th percentile) of 1,149 records; the median is 134. It is 260 days old; check the official source for later updates before acting.
Prism Planning And Solutions Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Prism Planning And Solutions Group | White Plains, NY | 157 | 59th | 2026-02-17 |
| 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.