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TPK ADVISORS LLC

Advisory

EDGEWATER, NJ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$404K
across 60 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
60
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$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, NJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

ROSEHEART INVESTMENT ADVISORS, LLC
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COASTAL FINANCIAL ADVISORS, INC.
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GREGORY M VISCONTI
VERONA, NJ
$25M
SCOTT RAPPOPORT CLU,CHFC,INC.
BOUND BROOK, NJ
$24M
-75.2% 1Y
CURLEY,JAMES, FRANCIS
RUMSON, NJ
$25M
0.0% 1Y
VOSKIAN CAPITAL MANAGEMENT & COMPANY, INC.
HOHOKUS, NJ
$25M
+150.0% 1Y

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