SEC-registered wealth management firm Broker-dealer affiliated
Consolidated Portfolio Review Corp
As of its Form ADV filed June 1, 2026, Consolidated Portfolio Review Corp, an SEC-registered, broker-dealer affiliated wealth management firm in Woodbury, New York, reported $1.6 billion in regulatory assets under management across 6,228 accounts, ranking #92 among all wealth firms in New York by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 112694
- SEC file number
- 801-38795
- Registered since
- December 2, 1991
- Latest Form ADV filing
- June 1, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 47
Key figures
- Regulatory assets under management
- $1.6 billion
- Discretionary
- $1.6 billion (99.2%)
- Non-discretionary
- $12.5 million
- Accounts
- 6,228 (6,187 discretionary)
- Clients
- 6,228, approximate as reported
- Employees
- 56
- Advisory staff
- 47 performing investment advisory functions
- Average account
- $255,597
- Asset growth, 1 year
- 22.9% (from $1.3 billion a year earlier)
- Asset growth, 3-year annual rate
- 29.2% (from $738.3 million three years earlier)
- Asset growth, 5-year annual rate
- 27.6% (from $470.7 million five years earlier)
- Client growth, 1 year
- 29.2% (from 4,821)
Broker-dealer affiliated. The firm is affiliated with a broker-dealer (Item 7.A(1)), at least half of its advisory staff are registered representatives of a broker-dealer (Item 5.B(2) against 5.B(1)), and its advisers manage less than $100 million each on average (5.F(2)(c) over 5.B(1)), the pattern of a broker-dealer's advisory arm rather than an adviser that owns a small broker-dealer. It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $111.6 million |
| October 3, 2011 | $126.7 million |
| October 1, 2012 | $131.0 million |
| October 1, 2013 | $145.1 million |
| October 1, 2014 | $169.4 million |
| October 1, 2015 | $173.8 million |
| October 3, 2016 | $173.6 million |
| October 2, 2017 | $188.0 million |
| October 1, 2018 | $153.4 million |
| October 1, 2019 | $192.4 million |
| October 1, 2020 | $185.5 million |
| October 4, 2021 | $470.7 million |
| October 3, 2022 | $601.5 million |
| October 5, 2023 | $738.3 million |
| October 1, 2024 | $905.6 million |
| September 2, 2025 | $1.3 billion |
| October 2, 2026 | $1.6 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 5,894 clients | $889.7 million | |
| High net worth individuals 293 clients | $689.7 million | |
| Pension and profit sharing plans 41 clients | $12.5 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting
- Selection of other advisers
- Educational seminars or workshops
Financial planning clients (Item 5.H): 101-250.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Municipal advisor
- Insurance company or agency
- Pension consultant
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 67
- Also registered through a broker-dealer
- 51
- Employees who are IARs (Form ADV 5.B(3))
- 44
Designations held by the firm's IARs: CFP 15, ChFC 5.
Between 13 and 45 of the firm's 67 IARs are registered in jurisdictions that require IAR CE. The source counts registrations by jurisdiction, and many IARs are registered in more than one, so the exact number is not knowable from it. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Levin Capital Strategies, L.P. | New York | $1.7 billion |
| Bouchey Financial Group, Ltd. | Troy | $1.6 billion |
| Linden Global Strategies LLC | New York | $1.6 billion |
| Independent Solutions Wealth Management, LLC | Williamsville | $1.5 billion |
| Seacrest Wealth Management, LLC | Purchase | $1.5 billion |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- Consolidated Portfolio Review Corp on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.paramountfingrp.com
- Wealth management firms in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.