RIA Intel›Advisers›New Jersey›ALIGN FINANCIAL SOLUTIONS LLC

ALIGN FINANCIAL SOLUTIONS LLC

Advisory

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$422K

across 53 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$22M

Discretionary %

100%

Clients

16

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

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$22M

+14.3% 1Y

STICKEL, ROBERT, LOUIS

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$22M

DACEYHOLDEN MANAGEMENT, LLC

FORT LEE, NJ

$22M

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

$23M

DURANT FINANCIAL PLANNING LLC

$22M

BALLASTER FINANCIAL LLC

$22M

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