RIA Intel›Advisers›New Jersey›NEW STREET ADVISORS GROUP LLC

NEW STREET ADVISORS GROUP LLC

Advisory

Data as of Jun 9, 2026 · Source: SEC Form ADV

Average account

$22K

across 835 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients510

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, MN, NJ, NY, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

510 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

YAISH FINANCIAL SERVICES LLC

BERGENFIELD, NJ

$18M

PREAKNESS RETIREMENT ADVISORS, LLC

$18M

THE INSPIRED NETWORK WEALTH ADVISORY LLC

HIGHLANDS, NJ

$18M

ISRAELS FERGUSON ASSET ADVISORS LLC

$18M

BUTTFIELD & ASSOCIATES

$18M

PANORAMA FINANCIAL LLC

$18M

Get the full picture on NEW STREET ADVISORS GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NEW STREET ADVISORS GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans