Ridgeway Conger Advisory Services, Inc (New Woodstock)


Ridgeway Conger Advisory Services, Inc is a large advisory firm based in New Woodstock. It manages $103.3 million of regulatory assets for 893 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.




Ridgeway Conger Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ridgeway Conger Advisory Services: assets under management

The assets under management (AUM) of Ridgeway Conger Advisory Services, Inc is $103.3 million. The firm's AUM has grown by 223% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $96.1 million in discretionary accounts and $7.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ridgeway Conger Advisory Services, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ridgeway Conger Advisory Services, Inc

Richard Alan Garber has been acting as President since 1 Jan 2006. Andrew Joseph Lyons joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Richard Alan Garber President 1 Jan 2006 Other 1059739
Inc. Ridgeway & Conger Sole shareholder 1 Feb 2006 75% - 100% 16-1600543
Leigh Mccobb Garber Sole shareholder 1 Feb 2006 75% - 100% 2768572
William Jay Pearlman President 1 Feb 2006 Other 358845
Brian Joseph Murphy Chief compliance officer 1 Nov 2010 Other 1618217
Allison Tyminski Rumschik Chief compliance officer 1 Dec 2012 Other 5239290
David Vincent Tabone Compliance 1 Dec 2012 Other 3251393
Andrew Joseph Lyons Chief compliance officer 1 Dec 2014 Other 6318139
Richard Alan Garber Chief compliance officer 1 Aug 2015 Other 1059739

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Leigh Mccobb Garber President 1 Mar 2002 75% - 100% 2768572

Based in New Woodstock

The principal office where Ridgeway Conger Advisory Services, Inc performs its advisory services is located at 2123 Main Street, New Woodstock, NY 13122 The mailing address of the firm is P.O. Box 156, New Woodstock, NY 13122. An additional office of the firm is in Syracuse, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-662-7450 or by fax 315-662-7198. The normal business hours are 8:00am - 5:00pm est on Monday - Friday.