A
$127.5M Total AUM
$127.5M Disc. AUM
-- 3Y CAGR
2 Employees
210 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · LPL Financial · Principal
- Clients
- Retail and Institutional
- Platforms
- Foundation unisonVital +more
- Established Date
- 08-21-2025
- Office Locations
- 1
Office Locations
3071 E Chestnut AVE, Suite C9 Vineland NJ
About Align Advisor Group, LLC
Align Advisor Group, LLC is a Vineland-based RIA. The firm has been operating for 0 years. Managing $127.5M in total assets under management, with 2 advisory representatives. They custody assets with American Funds and LPL Financial. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
-- AVG AGE
$63.8M AVG AUM / ADVISOR
$607.3K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
North matrix
Asset Classes
Pioneer Prime peak Peak Vector horizon Value harbor Ridge
Client Personas
North
Custodian
Pioneer horizon Eagle Insight zenith Pioneer Focus capital Harbor zenith
Investment Themes
Frontier Pioneer Peak Ember Optima Fusion fusion Beacon
Investment Vehicles
Ridge catalyst Element Focus
Services
Timber insight North Pathway foundation Meridian glacier North Ridge peak Insight Vector Frontier ridge Vital Summit Oak glacier Fusion harbor
Technology
Foundation Ember Alpha fusion
Owner & Executives
N
NICHOLAS STUART BERNHARDT
Investment Advisor
- CRD
- #6126671
- Ownership
- 50% but less than 75%
(470) 507-3417
legacy.matrix@capitalcapital.com
in linkedin.com/in/meridian-summit
R
RYAN FRANCIS LOMANGINO
Chief Compliance Officer, LPL Financial Advisor
- CRD
- #7329660
- Ownership
- 50% but less than 75%
(681) 396-6806
zenith.horizon@vertexcapital.com
in linkedin.com/in/optima-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,540,715 | $270,213 |
| Non-Discretionary | $0 | -- |
| Total | $127,540,715 | $270,213 |
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Separately Managed Accounts
Total SMA Asset: $127,540,715
Equity - Exchange:
28.0% Public Funds:
23.9% Cash:
9.0% Corporate - Investment Grade:
25.1% Other:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,330,407,307 | 28.0% |
| Public Funds | $1,135,597,666 | 23.9% |
| Cash | $427,630,920 | 9.0% |
| Corporate - Investment Grade | $1,192,615,122 | 25.1% |
| Other | $665,203,654 | 14.0% |
| Total | $4,751,454,669 | 100.0% |