RIA Intel›Advisers›New Jersey›PFS PARTNERS, LLC

PFS PARTNERS, LLC

Advisory

N·MINE HILL, NJ

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$436M

1-Year AUM Growth

+19.7%

3-Year CAGR

+0.9%

Employees

10

Assets Under Management

Total AUM$436M

Discretionary AUM$435M

Non-Discretionary AUM$531K

Discretionary %99.9%

Total Clients515

Team

Total Employees10

Investment Advisers16

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingMar 27, 2013

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PFS PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.