Tranquilli Financial Advisor, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clinton, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $199M in regulatory assets under management, 2 employees, 2 offices, and 517 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
141
2
HNWI
35.6%
80
3
Charitable
1.3%
3
4
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of March 26, 2026
Discretionary100.0%
$199M
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$199M
Total Accounts517
10Y AUM Change+$199M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee113:1
10Y Employee Change+1 (+100.0%)
* 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.