RIA Intel›Advisers›New Jersey›ISLAND FINANCIAL ADVISORS, LLC

ISLAND FINANCIAL ADVISORS, LLC

Advisory

TOMS RIVER, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NJ

#616

of 775 advisers by AUM

Average account

$207K

across 391 accounts

AUM per adviser

$81M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients391

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

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

391 clients

19 high-net-worth

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

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

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