# Circle Advisers

Circle Advisers is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** circleadvisersinc.com
- **LinkedIn:** https://www.linkedin.com/company/circle-advisers-inc

## Regulatory record

- **CRD number:** 110818
- **SEC file number:** 801-18150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110818

## About

Circle Advisers, Inc. is a Registered Investment Advisory firm and family office located in New York that has been providing custom wealth management solutions to clients for over 30 years. As a family office, the firm advises on and coordinates services including cash flow management, investment planning and oversight, estate planning, college planning, real estate, insurance, retirement income planning, and multigenerational planning. It is a multidisciplinary financial services firm with experts in investments, auditing, legal services, tax preparation and compliance, and operates as a totally non-discretionary firm in which clients make final decisions.

## People

- Thomas B. Martin — President, Owner & Chief Executive Officer
- Tom — President and Owner of Circle Advisers, Inc.

## Related profiles

- [Circa Health](https://altss.com/profile/circa-health)
- [Circle K Ventures](https://altss.com/profile/circle-k-ventures)

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Last updated: 2026-08-11T15:06:27.647Z

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