Dumont & Blake Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $562M in regulatory assets under management, 8 employees, and 858 accounts.
Assets Under Management
$562M
Employees
8
Offices
--
Total Clients
439
Primary office
PRINCETON, NJ
731 ALEXANDER ROAD, SUITE 301, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
223
2
HNWI
46.7%
205
3
Charitable
1.6%
7
4
Corporations
0.9%
4
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$562Mas of March 31, 2026
Discretionary96.8%
$544M
97% of total RAUM96.8%
Non-discretionary3.2%
$18M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$562M
Total Accounts858
10Y AUM Change+$253M (+81.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.