Aca/Prudent Investors Planning Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Green Brook, NJ. Its latest Form ADV filing, dated March 26, 2026, reports $351M in regulatory assets under management, 2 employees, and 1,509 accounts.
Assets Under Management
$351M
Employees
2
Offices
--
Total Clients
880
Primary office
GREEN BROOK, NJ
290 US HIGHWAY 22, SUITE 201, GREEN BROOK, NJ, United States
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
810
2
HNWI
8.0%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$351M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$351M
Total Accounts1,509
10Y AUM Change+$208M (+144.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee440:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.