Align Advisor Group, LLC

RIASEC RegisteredEst. 2025

Total AUM

$128M

Discretionary

$128M

100% of AUM

Avg account

$270K

Accounts

472

Employees

Advisory reps

Firm details

Headquarters: Vineland, New Jersey
CRD number: 336638
Registered since: August 21, 2025
Website: www.alignadvisorgroup.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: HNWI56.38%
Individuals43.32%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Align Advisor Group, LLC is an independent, individual-owned registered investment adviser that describes itself as a capital allocator for individual and family clients. The firm is structured as an LLC and lists advisory services that emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee arrangements include percent-of-AUM billing alongside subscription and fixed-fee options. The firm identifies itself as not an active ESG investor and is not operating as a multi-state adviser; its SEC registration is recorded as 2025.