Wealth manager, independent · Fishkill, NY
Murphy Wealth Management Group
Murphy Wealth Management Group, Inc. · SEC-registered investment adviser · CRD 277161 · SEC 801-108780
At a glance
Murphy Wealth Management Group is an SEC-registered investment adviser based in Fishkill, New York, with $252 million in regulatory assets under management as of its Form ADV filed January 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 367 individual clients. By Form ADV it is a wealth manager, ranked 4,971st of 8,915 wealth managers and 11,052nd of 17,210 SEC-registered advisers by assets.
Main office 845-226-1200murphywealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $252M
- Rank among wealth managers
- #4,971 of 8,915
- Rank among all SEC RIAs
- #11,052 of 17,210
- Rank in New York
- #1,823 of 2,591
- Individual clients
- 367
- High-net-worth clients
- 80
- Accounts
- 860
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Daniel J. MurphyChief Compliance Officer, Chief Executive Officer and President
Custody and brokerage
Broker-dealer
Hybrid RIA
Murphy Wealth Management Group is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed January 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Murphy Jr. to offer securities through LPL Financial, a Financial Industry Regulatory Authority (“FINRA”) and Securities Investors Protection Corporation (“SIPC”) member broker/dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 80 | $154M | 61% |
| Individuals | 287 | $93M | 37% |
| Pension and profit sharing plans | 17 | $4M | 2% |
Disciplinary disclosures
Murphy Wealth Management Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗murphywealth.com ↗
AtlasMembers
The full record on Murphy Wealth Management Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,356 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Murphy Wealth Management Group manage?
Murphy Wealth Management Group reports $252 million in regulatory assets under management across 860 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 6, 2026.
What kind of firm is Murphy Wealth Management Group?
Murphy Wealth Management Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Murphy Wealth Management Group’s clients?
By assets, its largest client types are high-net-worth individuals ($154 million, 80 clients); individuals ($93 million, 287 clients); pension and profit sharing plans ($4 million, 17 clients).
Does Murphy Wealth Management Group have any disciplinary history?
Murphy Wealth Management Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Murphy Wealth Management Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →