NEW PROVIDENCE, NJCRD 110890Latest ADV February 24, 2026
Tilson Financial Group Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New Providence, NJ. Its latest Form ADV filing, dated February 24, 2026, reports $751M in regulatory assets under management, 9 employees, 3 offices, and 1,755 accounts.
Assets Under Management
$751M
Employees
9
Offices
3 offices
Total Clients
439
Primary office
NEW PROVIDENCE, NJ
98 FLORAL AVENUE, SUITE 103, NEW PROVIDENCE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
230
2
HNWI
41.0%
180
3
Pension Plans
5.5%
24
4
Corporations
1.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$751Mas of February 24, 2026
Discretionary65.2%
$489M
65% of total RAUM65.2%
Non-discretionary34.8%
$261M
35% of total RAUM34.8%
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$751M
Total Accounts1,755
10Y AUM Change+$391M (+109.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee49:1
10Y Employee Change-2 (-18.2%)
* 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.