Big Rock Advisors LLC

RIASEC & State Registered

Total AUM

$27.8M

Discretionary

$27.8M

100% of AUM

Avg account

$677K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sag Harbor, New York
CRD number: 330067
Registered since: September 9, 2026
Website: bigrockadvisorsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.3%
Individuals4.7%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Big Rock Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm reports serving individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify itself as an active ESG investor and is not designated as a multi-state adviser in the available filing. Big Rock also lists an affiliation with an insurance company.