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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TILSON FINANCIAL GROUP INC

CRD 110890

NEW PROVIDENCE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49e82dbf-b135-0767-8e76-dbbd15707f24

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Aug 28, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $751MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $489M
Private client RAUM: $660MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $93.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,755
Individual clients: 230
High net worth clients: 180
SEC number: 801-64633
CRD: 110890
Filings on the tape: 27
First filed: Mar 28, 2012
Latest filed: Aug 28, 2026
Organised: Corporation, NJ
Website: login.bdreporting.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LEO TROPEANO	n/a	WHITEHOUSE STATION, NJ \| NEW PROVIDENCE, NJ	21	38	1	no
MICHAEL FRANCIS MCGRADY	Certified Financial Planner	WHITEHOUSE STATION, NJ \| NEW PROVIDENCE, NJ	21	38	1	no
JOHN THOMAS PROKOP	Certified Financial Planner\|Chartered Financial Analyst	NEW PROVIDENCE, NJ	13	28	1	no
ROBERT TILSON	Certified Financial Planner	NEW PROVIDENCE, NJ \| Naples, FL	12	38	3	no
ROBERT SCOTT TILSON	Certified Financial Planner	NEW PROVIDENCE, NJ	8	11	n/a	no
ANTHONY P LUPO	Certified Financial Planner	NEW PROVIDENCE, NJ	4	16	n/a	no
ERIC DANIEL TILSON	Certified Financial Planner	NEW PROVIDENCE, NJ	4	12	1	no
JUDITH F LUTZY	Certified Financial Planner	WEST ORANGE, NJ \| NEW PROVIDENCE, NJ	0	37	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TILSON, ROBERT	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	08/1994	Mar 28, 2012	Mar 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WHITEHOUSE STATION	Nj	United States	2	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$751M	$489M	9	7	3	n/a	n/a
2024	Mar 19, 2025	$640M	$409M	9	7	2	n/a	n/a
2023	Mar 11, 2024	$580M	$363M	10	8	3	n/a	n/a
2022	Feb 23, 2023	$504M	$311M	10	8	3	n/a	n/a
2021	Mar 9, 2022	$568M	$331M	10	8	3	n/a	n/a
2020	Mar 23, 2021	$483M	$268M	10	7	3	n/a	n/a
2019	Apr 9, 2020	$422M	$229M	10	7	2	n/a	n/a
2018	Mar 27, 2019	$358M	$191M	12	8	2	n/a	n/a
2017	Mar 20, 2018	$392M	$192M	11	8	3	n/a	n/a
2016	Mar 20, 2017	$359M	$173M	11	7	n/a	n/a	n/a
2015	Mar 24, 2016	$329M	$155M	10	7	n/a	n/a	n/a
2014	Mar 25, 2015	$321M	$143M	11	7	n/a	n/a	n/a
2013	Mar 18, 2014	$297M	$173M	11	8	n/a	n/a	n/a
2012	Mar 28, 2013	$242M	$137M	11	8	n/a	n/a	n/a
2011	Mar 28, 2012	$206M	$182M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$751M	$640M	17.2%	$504M	14.2%	9	9	3	2

Relationships

Registered with (10)

← JUDITH F LUTZYAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ERIC DANIEL TILSONAdvisorregistration: previous registration
Aug 18, 2014 to Aug 30, 2017factForm ADV
← ANTHONY P LUPOAdvisorregistration: current employment
Feb 28, 2022 to presentfactForm ADV
← ROBERT SCOTT TILSONAdvisorregistration: current employment
Sep 21, 2017 to presentfactForm ADV
← ROBERT TILSONAdvisorregistration: current employment
Jun 10, 2014 to presentfactForm ADV
← JOHN THOMAS PROKOPAdvisorregistration: current employment
Mar 26, 2013 to presentfactForm ADV
← LEO TROPEANOAdvisorregistration: current employment
Aug 25, 2005 to presentfactForm ADV
← MICHAEL FRANCIS MCGRADYAdvisorregistration: current employment
Aug 25, 2005 to presentfactForm ADV
← JAMES RONALD MILLERAdvisorregistration: previous registration
Dec 8, 2005 to Nov 17, 2011factForm ADV
← DOUGLAS ROBERT BUCHANAdvisorregistration: previous registration
Sep 30, 2009 to May 2, 2011factForm ADV

Controls (1)

← TILSON, ROBERTOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 28, 2012 to Mar 11, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49e82dbf-b135-0767-8e76-dbbd15707f24
First observed: Mar 28, 2012
Last observed: Aug 28, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TILSON FINANCIAL GROUP INC

CRD 110890

NEW PROVIDENCE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49e82dbf-b135-0767-8e76-dbbd15707f24

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LEO TROPEANO

n/a

WHITEHOUSE STATION, NJ | NEW PROVIDENCE, NJ

MICHAEL FRANCIS MCGRADY

Certified Financial Planner

WHITEHOUSE STATION, NJ | NEW PROVIDENCE, NJ

JOHN THOMAS PROKOP

Certified Financial Planner|Chartered Financial Analyst

NEW PROVIDENCE, NJ

ROBERT TILSON

Certified Financial Planner

NEW PROVIDENCE, NJ | Naples, FL

ROBERT SCOTT TILSON

Certified Financial Planner

NEW PROVIDENCE, NJ

n/a

ANTHONY P LUPO

Certified Financial Planner

NEW PROVIDENCE, NJ

n/a

ERIC DANIEL TILSON

Certified Financial Planner

NEW PROVIDENCE, NJ

JUDITH F LUTZY

Certified Financial Planner

WEST ORANGE, NJ | NEW PROVIDENCE, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TILSON, ROBERT

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/1994

Mar 28, 2012

Mar 11, 2024

City

State

Country

Employees

Also broker-dealer

WHITEHOUSE STATION

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$751M

$489M

n/a

2024

Mar 19, 2025

$640M

$409M

n/a

2023

Mar 11, 2024

$580M

$363M

n/a

2022

Feb 23, 2023

$504M

$311M

n/a

2021

Mar 9, 2022

$568M

$331M

n/a

2020

Mar 23, 2021

$483M

$268M

n/a

2019

Apr 9, 2020

$422M

$229M

n/a

2018

Mar 27, 2019

$358M

$191M

n/a

2017

Mar 20, 2018

$392M

$192M

n/a

2016

Mar 20, 2017

$359M

$173M

n/a

2015

Mar 24, 2016

$329M

$155M

n/a

2014

Mar 25, 2015

$321M

$143M

n/a

2013

Mar 18, 2014

$297M

$173M

n/a

2012

Mar 28, 2013

$242M

$137M

n/a

2011

Mar 28, 2012

$206M

$182M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$751M

$640M

17.2%

$504M

14.2%