DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A•••••••• W••••• P•••••••• L••
Latest filing Jun 2, 2026
First filing on the tape Nov 16, 2018 · 32 filings
SEC status approved since Dec 10, 2019
RAUM
$505M
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
96%
$486M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$126M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$505M as of Jun 2, 2026
Mar 28, 2019$63.2M then
HNW client RAUM$448M as of Jun 2, 2026
Mar 28, 2019$60.8M then
State-registered IARs (5.B.3)3 as of Jun 2, 2026
Mar 28, 20193 then
Employees (5.A)3 as of Jun 2, 2026
Mar 28, 20193 then
Private funds: no history
RAUM +26% over the last fiscal year+24% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $126MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $716,682derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $108M, 123 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$448M89%
- Individuals$37.9M7.5%
- Banks and thrifts$16.7M3.3%
- Corporations and businesses$1.5M0.3%
- Charitable organizations$747,8110.1%
- Individual clients
- 62reported
- HNW clients
- 142reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 704reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $108M for 123 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••• C••••••••• R•••Certified Financial Planner, Chartered Financial Analyst | Parsippany, Nj | Feb 8, 2019 | 21 y | 4 |
| S•••••• D••• E•••••••Certified Financial Planner | Parsippany, Nj | Feb 8, 2019 | 17 y | 1 |
| E••• A•••••• F••••Certified Financial Planner, Chartered Financial Analyst | Parsippany, Nj | Mar 13, 2019 | 17 y | 1 |
| J••• C••••••••• M•••••••Certified Financial Planner | Parsippany, Nj | Apr 27, 2026 | 27 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••• C••••••••• M••••••• from W••••••••• W••••• A•••••••• L••Apr 27, 2026 · RIA to RIA
- E••• A•••••• F•••• from R•••••••••Mar 13, 2019 · RIA to a newly registered adviser
- G••• C••••••••• R••• from M•••• C••••••••• G••••Feb 8, 2019 · RIA to a newly registered adviser
- S•••••• D••• E••••••• from M•••• C••••••••• G••••Feb 8, 2019 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from M•••• C••••••••• G••••Jan 11, 2019 · Parsippany, Nj
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E•••••••• S••••••• D••• · Managing Member, Managing Partnercontrolsince 12/2018 · owns 25% to 50%
- F••••• E•••• A•••••• · Managing Member, Managing Partnercontrolsince 12/2018 · owns 25% to 50%
- R•••• G•••• C••••••••• · Managing Member, Managing Partner, Chief Investment Officer, Chief Compliance Officercontrolsince 11/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Parsippany, Nj · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 627 to 704Apr 9, 2025 to Mar 3, 2026
- HNW clients · 119 to 142Apr 9, 2025 to Mar 3, 2026
- Individual clients · 59 to 62Apr 9, 2025 to Mar 3, 2026
- Assets in custody · $74.6M to $108MApr 9, 2025 to Mar 3, 2026
- Discretionary RAUM · $367M to $421MApr 9, 2025 to Mar 3, 2026
- HNW RAUM · $354M to $448MApr 9, 2025 to Mar 3, 2026
- Individual RAUM · $30.4M to $37.9MApr 9, 2025 to Mar 3, 2026
- Non-discretionary RAUM · $34.4M to $83.1MApr 9, 2025 to Mar 3, 2026
- RAUM · $402M to $505MApr 9, 2025 to Mar 3, 2026
- Accounts · 568 to 627Aug 9, 2024 to Apr 9, 2025
- HNW clients · 104 to 119Aug 9, 2024 to Apr 9, 2025
- Individual clients · 61 to 59Aug 9, 2024 to Apr 9, 2025
- Assets in custody · $42.4M to $74.6MAug 9, 2024 to Apr 9, 2025
- Financial planning clients · 26-50 to 26-50Aug 9, 2024 to Apr 9, 2025
- Discretionary RAUM · $301M to $367MAug 9, 2024 to Apr 9, 2025
- HNW RAUM · $275M to $354MAug 9, 2024 to Apr 9, 2025
- Individual RAUM · $35.4M to $30.4MAug 9, 2024 to Apr 9, 2025
- Non-discretionary RAUM · $22.5M to $34.4MAug 9, 2024 to Apr 9, 2025
- RAUM · $323M to $402MAug 9, 2024 to Apr 9, 2025
- Accounts · 501 to 568Mar 17, 2023 to Mar 22, 2024
- HNW clients · 87 to 104Mar 17, 2023 to Mar 22, 2024
- Individual clients · 63 to 61Mar 17, 2023 to Mar 22, 2024
- Assets in custody · unset to 42427645.0Mar 17, 2023 to Mar 22, 2024
- Custody of client assets · false to trueMar 17, 2023 to Mar 22, 2024
- Discretionary RAUM · $246M to $301MMar 17, 2023 to Mar 22, 2024
- HNW RAUM · $218M to $275MMar 17, 2023 to Mar 22, 2024
- Individual RAUM · $33.1M to $35.4MMar 17, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $16.8M to $22.5MMar 17, 2023 to Mar 22, 2024
- RAUM · $263M to $323MMar 17, 2023 to Mar 22, 2024
- Accounts · 470 to 501Nov 1, 2022 to Mar 17, 2023
- Charity clients · 1.0 to unsetNov 1, 2022 to Mar 17, 2023
- HNW clients · 79 to 87Nov 1, 2022 to Mar 17, 2023
- Individual clients · 58 to 63Nov 1, 2022 to Mar 17, 2023
- Discretionary RAUM · $250M to $246MNov 1, 2022 to Mar 17, 2023
- HNW RAUM · $225M to $218MNov 1, 2022 to Mar 17, 2023
- Individual RAUM · $28.6M to $33.1MNov 1, 2022 to Mar 17, 2023
- Non-discretionary RAUM · $16.0M to $16.8MNov 1, 2022 to Mar 17, 2023
- RAUM · $266M to $263MNov 1, 2022 to Mar 17, 2023
- Accounts · 337 to 470Dec 13, 2021 to Mar 24, 2022
- HNW clients · 62 to 79Dec 13, 2021 to Mar 24, 2022
Signals
2 dated events
- A•••••••• W••••• P•••••••• L•• reported RAUM $504.5M, up 26% from $401.6M (2025-04-09 to 2026-03-03)Mar 3, 2026 · RAUM change · derived
- A•••••••• W••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Nov 16, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@accretivewealthpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- steve@accretivewealthpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 973-756-2288reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 973-970-2627reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/accretive-wealth-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- accretivewealthpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (973) 970-2627reportedpublic record, Form ADV, Jun 2, 2026
- Contact form
- accretivewealthpartners.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- accretivewealthpartners.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $126Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026