Baron Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fair Lawn, NJ. Its latest Form ADV filing, dated March 12, 2026, reports $369M in regulatory assets under management, 9 employees, 3 offices, and 905 accounts.
Assets Under Management
$369M
Employees
9
Offices
3 offices
Total Clients
315
Primary office
FAIR LAWN, NJ
16-00 ROUTE 208 SOUTH, SUITE 104, FAIR LAWN, NJ, United States
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
200
2
HNWI
33.7%
106
3
Charitable
2.9%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$369Mas of March 12, 2026
Discretionary98.6%
$364M
99% of total RAUM98.6%
Non-discretionary1.4%
$5M
1% of total RAUM1.4%
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$369M
Total Accounts905
10Y AUM Change+$168M (+83.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee35:1
10Y Employee Change+1 (+12.5%)
* 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.