RIA Intel›Advisers›New Jersey›RETIREMENT INCOME ADVISORY GROUP LLC

RETIREMENT INCOME ADVISORY GROUP LLC

Advisory

WOODBRIDGE, NJ

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in NJ

#658

of 775 advisers by AUM

Average account

$252K

across 267 accounts

AUM per adviser

$67M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$67M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$67M

Discretionary AUM$67M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients171

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, 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.

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Owners & Officers

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

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Client Demographics

171 clients

42 high-net-worth

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

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