RR ADVISORY GROUP, LLC

SEC file number 801-64048 · NEW YORK, NY

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$582M

Discretionary AUM

$390.9M

Employees

Clients

200

Firm

Address: 1500 BROADWAY
NEW YORK, NY 10036
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

SB Advisory Partners LLC Medium name-match confidence · CIK 2101329 · NY
MLG Advisory Fund LLC Medium name-match confidence · CIK 2085740 · WI
Advisory List, Inc. Medium name-match confidence · CIK 2158657 · CA
Affix Advisory LLC Medium name-match confidence · CIK 2088627 · NJ
Venn Advisory LLC Medium name-match confidence · CIK 2139947 · UT
Advisory Research Partners Fund, L.P. Medium name-match confidence · CIK 1728424 · IL
Brown Advisory Group Holdings LLC Medium name-match confidence · CIK 1660716 · MD
DFS Advisory 1, LLC Medium name-match confidence · CIK 2023847 · TX
GROVE ADVISORY GROUP LLC Medium name-match confidence · CIK 2076005 · FL
RBO Agency & Advisory Inc. Medium name-match confidence · CIK 2095239 · SD

Advisory List, Inc. · D · Oct 14, 2026

$260K
RBO Agency & Advisory Inc. · D/A · Oct 6, 2026

$3.7M
RBO Agency & Advisory Inc. · D/A · Jul 13, 2026

$3.7M
Venn Advisory LLC · D · Jun 11, 2026

$60K
MLG Advisory Fund LLC · D · Mar 9, 2026
Brown Advisory Group Holdings LLC · D · Feb 26, 2026
SB Advisory Partners LLC · D · Feb 19, 2026

$8M
Advisory Research Partners Fund, L.P. · D · Jan 7, 2026
RBO Agency & Advisory Inc. · D · Nov 6, 2025

$3.7M
Affix Advisory LLC · D · Oct 27, 2025

$80K
MLG Advisory Fund LLC · D · Sep 11, 2025
GROVE ADVISORY GROUP LLC · D · Aug 15, 2025

$350K
Brown Advisory Group Holdings LLC · D · Feb 27, 2025
DFS Advisory 1, LLC · D · Jan 28, 2025

$10M
Advisory Research Partners Fund, L.P. · D · Jan 10, 2025