CIRCLE ADVISERS INC
SEC RegisteredFor over 30 years, Circle Advisers, Inc. has been providing custom financial planning solutions to meet our clients goals and objectives.
About the firm
Circle Advisers, Inc. is a Registered Investment Advisory firm and family office located in New York that has been providing custom wealth management solutions to clients for over 30 years. It is a multidisciplinary financial services firm with experts in investments, auditing, legal services, tax preparation and compliance all under one roof. As a totally non-discretionary firm, it provides advice and information while clients make the final decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cash Flow Management, Investment Planning, Management and Oversight, Estate Planning, College Planning & 529 Plans, Real Estate, Executive Mentoring, Employment Contract Negotiations, Insurance Planning, Retirement Income Planning, Social Security & Medicare, and Multigenerational Planning.
Who they serve
Individuals and families seeking personal and business financial planning, including multigenerational wealth planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 348 | $855M |
40 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of December 26, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CIRCLE ADVISERS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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