$176.0M Total AUM
$176.0M Disc. AUM
-3.7% 3Y CAGR
12 Employees
304 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2017
- Office Locations
- 2
Office Locations
79 Midland Ave. Montclair NJ
-- Weehawken NJ
About SFI Advisors, LLC
SFI Advisors, LLC is an RIA serving individuals and families with personalized financial planning, investment management, and insurance solutions, and supporting employers with corporate/HR planning, employee and executive benefits, retirement plan management, and business succession. Portfolios are largely ETF-based and custody includes Charles Schwab.
Team overview
52 AVG AGE
$29.3M AVG AUM / ADVISOR
$578.9K AVG AUM / CLIENT
7.2 yrs AVG TENURE
12 Employees
6 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOHN HENRY SAMPERS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2439443
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
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PETER ELLIOTT GOODMAN
Financial Advisor
- CRD
- #1826165
Available
Available
Available
JOEL ABRAHAM SCHREIBER
Financial Advisor, General Partner
- CRD
- #4467640
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,000,000 | $523,810 |
| Non-Discretionary | $0 | -- |
| Total | $176,000,000 | $523,810 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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