RIA Intel›Advisers›New Jersey›ROCKDALE FINANCIAL SERVICES, INC.

ROCKDALE FINANCIAL SERVICES, INC.

Advisory

EATONTOWN, NJ

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in NJ

#681

of 775 advisers by AUM

Average account

$170K

across 346 accounts

AUM per adviser

$15M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$59M

Discretionary AUM$0

Non-Discretionary AUM$59M

Discretionary %0%

Total Clients262

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NJ, PA, 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

262 clients

24 high-net-worth

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.

GUIDANCE WEALTH ADVISORS LLC

$59M

REDFIELD, BLONSKY & STARINSKY, LLC

$59M

NORTHWEST CRITERION ASSET MANAGEMENT, L.L.C.

$58M

KIELY CAPITAL MANAGEMENT, INC.

$58M

SINGER HOWARD ASSOCIATES

$58M

THE PRIVATE CLIENT ADVISORY GROUP, LLC

$58M

Get the full picture on ROCKDALE FINANCIAL SERVICES, INC.

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

Create a free account →See plans