Data / Investment advisers / New Jersey / Asset Advisory Group, Inc.
Asset Advisory Group, Inc., Kinnelon, NJ: $480 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Asset Advisory Group, Inc. is an SEC registered investment adviser with its main office in Kinnelon, New Jersey and reports $480 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Asset Advisory Group, Inc. (CRD number 106618): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106618
- SEC file number
- 801-46343
- SEC status
- Approved, effective April 26, 1994
- Main office
- 170 Kinnelon Road, Suite 3, Kinnelon, NJ 07405
- Phone
- (973) 492-0808
- Website
- assetadvisorygroup.com
- Regulatory AUM
- $479,523,818 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $452,725,183
- Non discretionary AUM
- $26,798,635
- Accounts
- 633
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 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 |
|---|---|---|
| High net worth individuals | 86 | $450.8 million |
| Individuals (other than high net worth individuals) | 85 | $28.8 million |
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 |
|---|---|---|
| March 2, 2026 | $479.5 million | February 27, 2026 |
| December 1, 2025 | $407.1 million | June 5, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Black Coral Financial Advisors, LLC | Mount Olive | $504.4 million | Not listed | adviserinfo.sec.gov |
| Scientech Research LLC | Jersey City | $498.8 million | 1 | adviserinfo.sec.gov |
| Cherrydale Wealth Management, LLC | Montclair | $495.5 million | Not listed | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | $492.7 million | 3 | adviserinfo.sec.gov |
| Cypress Financial Planning | Haddon Heights | $490.4 million | Not listed | adviserinfo.sec.gov |
| BCS Private Wealth Management | Rumson | $469.7 million | 2 | adviserinfo.sec.gov |
| Saiph Capital, LLC | Wyckoff | $459.4 million | Not listed | adviserinfo.sec.gov |
| Worth Venture Partners, LLC | Fort Lee | $456.1 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Asset Advisory Group, Inc. 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.