RIA Intel›Advisers›New Jersey›BRENNAN FINANCIAL GROUP, LLC

BRENNAN FINANCIAL GROUP, LLC

Advisory

PRINCETON, NJ

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in NJ
#719
of 775 advisers by AUM
Average account
$828K
across 60 accounts
AUM per adviser
$50M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$50M
Discretionary %
0%
Clients
33
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$50M
Discretionary AUM$0
Non-Discretionary AUM$50M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

MARC JOEL SHAPIRO
$50M
WRIGHT ASSET MANAGEMENT INC
MANASQUAN, NJ
$50M
-4.9% 1Y
R.G HURLEY & ASSOCIATES, INC.
WEST CALDWELL, NJ
$50M
-2.5% 1Y
WISLAR WEALTH MANAGEMENT, LLC
HOPEWELL, NJ
$50M
+12.2% 1Y
PROSPERIANT WEALTH MANAGEMENT, LLC
$50M
HAVEN CAPITAL MANAGEMENT LLC
SUMMIT, NJ
$50M
-50.0% 1Y

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