Sfi Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montclair, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $176M in regulatory assets under management, 12 employees, 1 office, and 336 accounts.
Top client segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
272
2
HNWI
10.5%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 30, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts336
10Y AUM Change+$176M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee25:1
10Y Employee Change+4 (+50.0%)
* 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.