Garden State Retirement Specialists, LLC: new SEC registration, $109M AUM, Red Bank, NJ
Garden State Retirement Specialists, LLC (Red Bank, New Jersey): new SEC registration, $109M AUM, Red Bank, NJ. Its amount of 109 is below the median of 135 (23rd percentile). Dated 351 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, 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: 109 · 23th percentile of 1,225 NewRiaPulse records · 0.8x 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 | Garden State Retirement Specialists, LLC |
| Legal name | Garden State Retirement Specialists, LLC |
| CRD | 128414 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-10-28 |
| Location | Red Bank, NJ, United States |
| Regulatory AUM | $109,308,243 |
| Accounts | 250 |
| Employees | 3 |
| Website | https://www.retirementspecialistnj.com/ |
| amount percentile | 23th of 1,225 (median 135, 0.8x 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: 2025-11-19
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tomoro · Tap Root Capital Management LP · West Horizon Capital · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Garden State Retirement Specialists, LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Garden State Retirement Specialists, LLC's amount: 23rd percentile of 1,225 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
- $109M under management.
- Website on file.
What is the NewRiaPulse record for Garden State Retirement Specialists, LLC in Red Bank, New Jersey?
Garden State Retirement Specialists, LLC received SEC registration as an investment adviser (2025-11-19) with $109,308,243 in regulatory assets under management, based in Red Bank, NJ.
How does Garden State Retirement Specialists, LLC compare to other New Jersey NewRiaPulse records?
Its amount of 109 is below the median (23th percentile); smaller records often move faster and face less competition. It is 351 days old; check the official source for later updates before acting.
Garden State Retirement Specialists, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Garden State Retirement Specialists, LLC | Red Bank, NJ | 109 | 23rd | 2025-11-19 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
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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.