RIA Intel›Advisers›New Jersey›G & R FINANCIAL SOLUTIONS LLC

G & R FINANCIAL SOLUTIONS LLC

Advisory

FAIRFIELD, NJ

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in NJ

#645

of 775 advisers by AUM

Average account

$279K

across 258 accounts

AUM per adviser

$72M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$72M

Discretionary %

100%

Clients

128

Employees

5

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$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients128

Team

Total Employees5

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NJ, NY, TX

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

128 clients

30 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.

TITAN FINANCIAL SERVICES, LLC

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STERLING WEALTH ADVISORS LLC

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$71M

-7.3% 1Y

ROCHE FINANCIAL PARTNERS LLC

$73M

MANALAPAN ORACLE ADVISERS LLC

SPRING LAKE, NJ

$73M

+146.6% 1Y

CLEMENSEN CAPITAL COMPANY LLC

$70M

WILLIAM EDWARD DURNAN

FAR HILLS, NJ

$70M

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