BIG ROCK ADVISORS LLC

Overview

Big Rock Advisors LLC is a small, independent registered investment adviser that serves individuals and families with a mix of advice and discretionary portfolio management. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing approach is flexible: percentage-of-assets, hourly engagements and fixed-fee arrangements are all used depending on client needs. Investment activity is equity‑oriented — the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. Management is predominantly discretionary, and custody is centralized at a major custodian. Big Rock does not position itself as an active ESG investor and operates at a modest scale, suggesting a hands‑on, owner‑driven practice rather than a multi‑state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices