Data / Investment advisers / New York / Snyder Wealth Group
Snyder Wealth Group, Medford, NY: $382 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Snyder Wealth Group is an SEC registered investment adviser with its main office in Medford, New York and reports $382 million in regulatory assets under management in its Form ADV filed April 3, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Snyder Wealth Group (CRD number 106425): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106425
- SEC file number
- 801-38888
- SEC status
- Approved, effective May 9, 1991
- Legal name
- Mark J Snyder Financial Services Inc
- Main office
- 1733 N Ocean Ave Suite B, Medford, NY 11763
- Phone
- (631) 289-4224
- Regulatory AUM
- $381,996,646 in the Form ADV filed April 3, 2026
- Discretionary AUM
- $340,300,555
- Non discretionary AUM
- $41,696,091
- Accounts
- 1,610
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- April 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 544 | $269 million |
| High net worth individuals | 55 | $103.9 million |
| Pension and profit sharing plans | 7 | $8.7 million |
| Charitable organizations | Fewer than 5 | $350,270 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $382 million | March 18, 2026 |
| December 1, 2025 | $375.7 million | March 27, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
| Agl Credit Management LLC | New York | $25.80 billion | 53 | adviserinfo.sec.gov |
| Pretium Single-Family Rental Manager III, LLC | New York | $25.71 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Snyder Wealth Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.