ALESCO ADVISORS, LLC, AN ESL COMPANY

RIASEC RegisteredEst. 2026

Total AUM

$5.6B

Discretionary

$5.6B

100% of AUM

Avg account

$3.2M

Accounts

1,777

Employees

Advisory reps

Firm details

Headquarters: PITTSFORD, New York
CRD number: 339091
Registered since: January 5, 2026
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Charitable Organizations48.84%
HNWI44.43%
Corporations / Businesses2.99%
State / Municipal Government1.86%
Individuals1.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alesco Advisors, LLC is organized as an LLC and is registered with the SEC (registration year listed as 2026). The firm describes itself as a capital allocator serving both individual & family clients and institutional clients. Its advisory services encompass financial planning and portfolio management for individuals, small businesses and institutional entities, plus the selection of outside advisers. The firm also produces periodicals or newsletters and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The profile indicates the firm is not an active ESG investor and is not positioned as a multi-state adviser or pension consultant. Alesco maintains industry ties across several financial-service channels, including broker-dealers, other registered investment advisers, banking/thrift institutions, trust companies and insurance companies.