GRANITE GROUP ADVISORS, LLC
SEC RegisteredTHE INVESTOR'S ADVOCATE
About the firm
Granite Group Advisors is an independent wealth management firm founded by executives with a combined experience of over 100 years in leading financial firms. The firm has been disrupting the Wall Street wealth management model for over 20 years, delivering compelling results by serving as the Investor's Advocate. Its structure puts client needs at the center of all decisions, giving clients complete control and transparency into their assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management with the ability to allocate to any public or private investment manager; 401(k) retirement plan management for organizations through its retirement division, GGA Retirement, offering an individualized employee approach.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 122 | $393M |
| Pension/Profit Sharing Plans | 1 | $621k |
| Charitable Organizations | 2 | $39M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $10 million | 1.00% |
| Greater than $10 million and up to $20 million | 0.60% |
| Greater than $20 million and up to $50 million | 0.50% |
| Greater than $50 million and up to $100 million | 0.40% |
| Greater than $100 million | 0.30% |
Data as of March 26, 2026 · 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. GRANITE GROUP ADVISORS, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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