RIA Intel›Advisers›New Jersey›ROCHE FINANCIAL PARTNERS LLC

ROCHE FINANCIAL PARTNERS LLC

Advisory

NJ

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in NJ
#643
of 775 advisers by AUM
Average account
$535K
across 136 accounts
AUM per adviser
$73M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$73M
Discretionary %
100%
Clients
46
Employees
1

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$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY, OH, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

MANALAPAN ORACLE ADVISERS LLC
SPRING LAKE, NJ
$73M
+146.6% 1Y
TITAN FINANCIAL SERVICES, LLC
EMERSON, NJ
$72M
G & R FINANCIAL SOLUTIONS LLC
FAIRFIELD, NJ
$72M
UNIQUE FINANCIAL ADVISORS LLC
HOLMDEL, NJ
$74M
PARABOLIC PARTNERS CAPITAL MANAGEMENT LLC
SUMMIT, NJ
$74M
+93.8% 1Y
DESIMONE INVESTMENTS, LLC
$74M

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