Overview
- Headquarters
- Parsippany, NJ
- Total Firm Assets
- $15.1 billion
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
Recent Rankings
Forbes 2025: 85
Forbes 2024: 88
Barron's 2025:
44
Fee Disclosure
Source: BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (2026-03-30)
· View brochure text
Latest filing: BLEAKLEY FINANCIAL GROUP AMENDED WRAP BROCHURE (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 2.00% |
| $500,001 | $1,000,000 | 1.85% |
| $1,000,001 | $5,000,000 | 1.70% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $19,250 | 1.92% |
| $5 million | $87,250 | 1.74% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.32%
- Number of High-Net-Worth Clients
- 2,934
- Total Client Accounts
- 28,204
- Discretionary Accounts
- 27,985
- Non-Discretionary Accounts
- 219
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 318366
- BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (2026-03-30) (fee schedule source) · View brochure text
- BLEAKLEY FINANCIAL GROUP AMENDED WRAP BROCHURE (2026-03-30) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗