Data / Investment advisers / New Jersey / Concord Advisory Group LTD
Concord Advisory Group LTD, Princeton, NJ: $46.2 billion AUM, SEC registered investment adviser
Concord Advisory Group LTD is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $46.2 billion in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include pension and profit sharing plans, corporations and other businesses and charitable organizations. It is paid through fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 107291
- SEC file number
- 801-38219
- SEC status
- Approved, effective February 1, 1991
- Main office
- 700 Alexander Park Suite 203 & 202, Princeton, NJ 08540
- Phone
- (609) 987-9000
- Website
- concordadvisory.com
- Regulatory AUM
- $46,186,698,581 in the Form ADV filed March 11, 2026
- Non discretionary AUM
- $46,186,698,581
- Accounts
- 204
- Employees
- 34, of which 12 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 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 |
|---|---|---|
| Pension and profit sharing plans | 37 | $18.76 billion |
| Corporations or other businesses | 32 | $13.46 billion |
| Charitable organizations | 66 | $6.59 billion |
| Insurance companies | 26 | $4.43 billion |
| High net worth individuals | 3 | $31.7 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 |
|---|---|---|
| April 1, 2026 | $46.19 billion | March 11, 2026 |
| December 1, 2025 | $37.57 billion | March 26, 2025 |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blackrock Investment Management, LLC | Princeton | $676.69 billion | 49 | adviserinfo.sec.gov |
| Prysm Capital, L.P. | Princeton | $6.86 billion | 21 | adviserinfo.sec.gov |
| Edgestream Partners, L.P. | Princeton | $4.89 billion | 4 | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 2 | adviserinfo.sec.gov |
| Systematic Alpha Investments, LLC | Princeton | $3.49 billion | Not listed | adviserinfo.sec.gov |
| Roundview Capital, LLC | Princeton | $2.13 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving corporations and other businesses
- Concord Advisory Group LTD on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.