Aspire Advisors, Llc
- Regulatory AUM
- $109M
- Discretionary
- $109M
- Clients
- 117
- Avg AUM / client
- $933K
- Accounts
- 192
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $23.0M | 21.0% |
| High net worth individuals | 34 | $77.3M | 70.8% |
| Corporations and other businesses | 1 | $8.9M | 8.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Amsterdam Retirement Plan Amsterdam Nursing Home Corporation | 2024 | |
| Island Nursing And Rehab Center Retirement Plan Island Nursing And Rehab Center | 2024 | |
| Hunterdon Healthcare 403(b) Retirement Savings Plan Hunterdon Healthcare System | 2024 | |
| The Brooklyn Hospital Center 403(b) Retirement Plan The Brooklyn Hospital Center | 2024 | |
| St. Vincent's Hospital Westchester 403(b) Defined Contribution Retirement Plan St. Vincents Hospital Westchester | 2024 | |
| St. Joseph's Hospital 401(k) St. Joseph's Hospital | 2024 | |
| Gnyha Profit Sharing And Savings Plan Greater New York Hospital Association | 2024 | |
| Field Home 403(b) Retirement Plan Field Home Holy Comforter | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barbara Ann Ingenito | Executive Vice President | May 2009 (17y) | Less than 5% | |
| John Joseph Hamilton | Managing Member | May 2009 (17y) | 75% or more | |
| Hamilton, Lindsay, Shea | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| James Rank | President & Chief Investment Officer | Jan 2016 (11y) | Less than 5% | |
| Jane Lora Rosenfeld | Registered representative | Aug 2021 (5y) | ||
| Michael O'neil Noschese | Registered representative | Aug 2021 (5y) | ||
| Kevin John Hamilton | Registered representative | Mar 2025 (1y) | ||
| Jack Longden | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Amsterdam Retirement Plan | Amsterdam Nursing Home Corporation | 0 | $0 | 01/01/2024 |
| Island Nursing And Rehab Center Retirement Plan | Island Nursing And Rehab Center | 138 | $6.4M | 01/01/2024 |
| Hunterdon Healthcare 403(b) Retirement Savings Plan | Hunterdon Healthcare System | 2,622 | $236M | 01/01/2024 |
| The Brooklyn Hospital Center 403(b) Retirement Plan | The Brooklyn Hospital Center | 3,563 | $275M | 01/01/2024 |
| St. Vincent's Hospital Westchester 403(b) Defined Contribution Retirement Plan | St. Vincents Hospital Westchester | 1,051 | $38.4M | 01/01/2024 |
| St. Joseph's Hospital 401(k) | St. Joseph's Hospital | 384 | $17.5M | 01/01/2024 |
| Gnyha Profit Sharing And Savings Plan | Greater New York Hospital Association | 87 | $107M | 01/01/2024 |
| Field Home 403(b) Retirement Plan | Field Home Holy Comforter | 4 | $9.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $90.5M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗