Report card.

Griffin Asset Management, LLC · New York, NY

From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing Feb 2026. Grades compare it with the typical wealth management RIA.

Firm page

Growth

Assets +17% in two years; typical +34%

Advisors

0 recruited, 0 left in 12 months

–

Tech stack

No stack listed yet

Marketing

0 of 3 kinds of proof growers use

Advicer page

3 of 5 done

Growth

$1.05Bassets under management

+17%asset growth, two years (typical +34%)

4advisory staff

612individual clients · $1.7M each

Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.

Advisors won and lost

0joined from other firms

0left for other firms

0net, last 12 months

Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).

Firms its size

Overbrook Management Corporation · New York, NY · $1.12B
Heirloom Wealth Management LLC · Greenwood Village, CO · $1.11B
Seeds · New York, NY · $1B

Compare side by side

Tech stack

No tools listed yet.

What the fastest growers run

–Orion on 40.4% of their stacks
–SS&C Black Diamond on 23.4% of their stacks
–eMoney on 40.4% of their stacks
–Envestnet Tamarac on 17% of their stacks

Marketing

What its ads include, from what it told the SEC (Form ADV Item 5.L), against the fastest growers and other firms their size.

–Client testimonials · 32.4% of the fastest growers, 13.8% of firms their size
–Endorsements (promoters, referral partners) · 32.7% of the fastest growers, 22.3% of firms their size
–Third-party ratings · 39.2% of the fastest growers, 31.1% of firms their size

Its ads don't include performance results. The fastest growers are less likely to advertise performance than firms their size.

How the fastest growers market →

Its Advicer page

✓Logo
✓Website
–A line about the firm · Say who you serve, in a sentence
–Tech stack · List the tools you run (3 or more)
✓Advisors linked

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Go to the firm page

Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by how many of testimonials, endorsements and third-party ratings its ads include (Form ADV 5.L); the page by how complete it is. Assets include market gains and acquisitions. Public data only; not a recommendation.