Ridgewood Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, NJ. Its latest Form ADV filing, dated April 3, 2026, reports $419M in regulatory assets under management, 7 employees, 3 offices, and 576 accounts.
Top client segmentIndividuals represent 38.6% of total clients.
Top client categories% of clientsClients
1
Individuals
38.6%
114
2
Pooled Investment Vehicles
21.0%
62
3
HNWI
19.0%
56
4
Pension Plans
12.5%
37
5
Irrevocable Trusts/Estates
8.8%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of April 3, 2026
Discretionary84.8%
$355M
85% of total RAUM84.8%
Non-discretionary15.2%
$64M
15% of total RAUM15.2%
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$419M
Total Accounts576
10Y AUM Change+$211M (+101.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee42:1
10Y Employee Change+2 (+40.0%)
* 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.