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Data / Investment advisers / New Jersey / The Pillar Strategies

The Pillar Strategies, Flemington, NJ: $175 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

The Pillar Strategies is an SEC registered investment adviser with its main office in Flemington, New Jersey and reports $175 million in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.

The request: Watch The Pillar Strategies (CRD number 166641): 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
166641
SEC file number
801-77623
SEC status
Approved, effective February 15, 2013
Legal name
Prestige Wealth Services Group, Inc.
Main office
31 State Route 12, Flemington, NJ 08822
Phone
(908) 782-0001
Regulatory AUM
$175,183,757 in the Form ADV filed March 9, 2026
Discretionary AUM
$175,183,757
Accounts
295
Employees
4, of which 3 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management
Other offices
3
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 9, 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 typeClientsAUM
Other investment advisersFewer than 5$175.2 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 ofAUMForm ADV filed
April 1, 2026$175.2 millionMarch 9, 2026
December 1, 2025$150.5 millionMarch 12, 2025

Other advisers in New Jersey

AdviserCityAUMPrivate fundsSource
Paradigm Investment Advisory, LLCBridgewater$425.1 millionNot listedadviserinfo.sec.gov
Sindia Capital Advisers, LLCSomers Point$423.4 millionNot listedadviserinfo.sec.gov
Giverny Capital AdvisorsPrinceton$420.9 millionNot listedadviserinfo.sec.gov
Ridgewood InvestmentsSpringfield$419.2 million7adviserinfo.sec.gov
Onex Credit Advisor, LLCEnglewood Cliffs$417.8 millionNot listedadviserinfo.sec.gov

Also on SpecStream

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.