Strategic Family Wealth Counselors, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairfield, NJ. Its latest Form ADV filing, dated March 27, 2026, reports $1.7B in regulatory assets under management, 14 employees, and 3,600 accounts.
Top client segmentIndividuals represent 48.1% of total clients.
Top client categories% of clientsClients
1
Individuals
48.1%
150
2
HNWI
48.1%
150
3
Pension Plans
3.8%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 27, 2026
Discretionary75.7%
$1.3B
76% of total RAUM75.7%
Non-discretionary24.3%
$403M
24% of total RAUM24.3%
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$1.7B
Total Accounts3,600
10Y AUM Change+$1.1B (+179.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee22:1
10Y Employee Change+5 (+55.6%)
* 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.