Anchored Financial Planning LLC: new SEC registration, $183M AUM, West Deptford, NJ
Anchored Financial Planning LLC (West Deptford, New Jersey): new SEC registration, $183M AUM, West Deptford, NJ. Its amount of 183 is above the median of 134 (65th percentile). Dated 356 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 183 · 65th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Anchored Financial Planning LLC |
| Legal name | Anchored Financial Planning LLC |
| CRD | 336537 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-07-16 |
| Location | West Deptford, NJ, United States |
| Regulatory AUM | $182,862,179 |
| Accounts | 1223 |
| Employees | 5 |
| Website | HTTPS://ANCHOREDFINANCIALPLANNING.COM/ |
| amount percentile | 65th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Anchored Financial Planning LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Anchored Financial Planning LLC's amount: 65th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $183M under management.
- Website on file.
What is the NewRiaPulse record for Anchored Financial Planning LLC in West Deptford, New Jersey?
Anchored Financial Planning LLC received SEC registration as an investment adviser (2025-11-13) with $182,862,179 in regulatory assets under management, based in West Deptford, NJ.
How does Anchored Financial Planning LLC compare to other New Jersey NewRiaPulse records?
Its amount of 183 sits in the upper half (65th percentile) of 1,149 records; the median is 134. It is 356 days old; check the official source for later updates before acting.
Anchored Financial Planning LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Anchored Financial Planning LLC | West Deptford, NJ | 183 | 65th | 2025-11-13 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Diversified Wealth Advisors, LLC
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.