Lighthouse Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 9, 2026, reports $1.1B in regulatory assets under management, 9 employees, 1 office, and 2,475 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
1 office
Total Clients
429
Primary office
RED BANK, NJ
3 HARDING ROAD, SUITE B, RED BANK, NJ, United States
Top client segmentIndividuals represent 51.5% of total clients.
Top client categories% of clientsClients
1
Individuals
51.5%
221
2
HNWI
48.5%
208
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 9, 2026
Discretionary27.4%
$305M
27% of total RAUM27.4%
Non-discretionary72.6%
$809M
73% of total RAUM72.6%
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$1.1B
Total Accounts2,475
10Y AUM Change+$869M (+355.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee48:1
10Y Employee Change+2 (+28.6%)
* 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.