RIA Intel›Advisers›New Jersey›SHRI ADVISORS LLC

SHRI ADVISORS LLC

Advisory

NJ

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

Rank in NJ

#563

of 775 advisers by AUM

Average account

$533K

across 203 accounts

AUM per adviser

$54M

2 advisers

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

Total AUM

$108M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$108M

Discretionary AUM$94M

Non-Discretionary AUM$15M

Discretionary %86.4%

Total Clients174

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, OR, 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

174 clients

30 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.

THE GM FINANCIAL GROUP, LLC

$108M

SOLARIA MANAGEMENT LP

$109M

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

$108M

THE INVESTMENT CONNECTION LLC

BRIDGEWATER, NJ

$109M

GARDEN STATE RETIREMENT SPECIALISTS, LLC

$109M

VALUE ARCHITECTS ASSET MANAGEMENT LLC

$107M

Get the full picture on SHRI ADVISORS LLC

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

Create a free account →See plans