This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
About EKS Associates
EKS Associates is a Princeton, NJ fee-only fiduciary financial planning firm with 30+ years building comprehensive plans to help clients pursue financial independence. The team (CFP/CPA/PFS/CAP) integrates retirement, family wealth and charitable planning with portfolio guidance including socially responsible investing, plus ongoing monitoring. Operates independently and custody commonly at Schwab/TD Ameritrade.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 25, 2026, reported AUM increased 8.0%, from $300.4M to $324.3M.
Across 5 reported observations, AUM increased 38.3% between March 30, 2022 and March 25, 2026, from $234.5M to $324.3M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 256 clients, or 85.3 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review EKS Associates's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full EKS Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DARREN LAWRENCE ZAGAROLA
Wealth Advisor
- CRD
- #5121491
- Ownership
- 50% but less than 75%
HOWARD MARK HOOK
Wealth Advisor
- CRD
- #4199828
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $324,280,466 | $1,214,534 |
| Total | $324,280,466 | $1,214,534 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
EKS Associates has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.