RIA Intel›Advisers›New Jersey›SIERRA FINANCIAL ADVISORS, LLC

SIERRA FINANCIAL ADVISORS, LLC

Advisory

RAMSEY, NJ

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in NJ

#632

of 775 advisers by AUM

Average account

$417K

across 180 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$0

Non-Discretionary AUM$75M

Discretionary %0%

Total Clients180

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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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

180 clients

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

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