Wealth manager, independent · Chester, NJ
Personal CFO Solutions LLC
SEC-registered investment adviser · CRD 158248 · SEC 801-74412
At a glance
Personal CFO Solutions LLC is an SEC-registered investment adviser based in Chester, New Jersey, with $1.6B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 624 individual clients, 387 of them high-net-worth, holding an average of about $2.6 million each, and 18 employees. That ranks it 656th among the nation’s 5,657 independent wealth management RIAs and 20th of 157 in New Jersey. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 908-955-7055personalcfosolutions.comAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #656 of 5,657
- Rank among all SEC RIAs
- #4,049 of 17,210
- Rank in New Jersey
- #20 of 157
- Individual clients
- 624
- High-net-worth clients
- 387
- Accounts
- 4,764
- Discretionary
- 100% of AUM
- Employees
- 18
- Advisory staff
- 14
- Offices
- 2
Owners and executives on its Form ADV
- John F. VieiraCo-Managing Member, Managing Director
- Patrick A. NolanCo-Managing Member, Managing Director
- Bryan P. LandadioCo-Managing Member, Managing Director
- Justin C. DauschChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Personal CFO Solutions LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Compensation for the Sale of Insurance Products and Annuities John Vieira as a registered representative of Purshe Kaplan Sterling Investments receives compensation from the sale of variable insurance products.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 387 | $1.6B | 94% |
| Individuals | 237 | $78M | 5% |
| Pension and profit sharing plans | 12 | $9M | <1% |
| Corporations or other businesses | 17 | $5M | <1% |
Disciplinary disclosures
Personal CFO Solutions LLC 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
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗personalcfosolutions.com ↗
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The full record on Personal CFO Solutions LLC
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,346 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- 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.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Roundview Capital, LLCPrinceton | $2.1B | 544 |
| CRA Financial Services, L.L.C.Northfield | $1.7B | 1,299 |
| Strategic Family Wealth Counselors, L.L.C.Fairfield | $1.7B | 300 |
| Revolve Wealth Partners, LLCHackensack | $1.4B | 674 |
| Premier Path Wealth Partners, LLCMadison | $1.2B | 454 |
| Wiss Private Client Advisors, LLCFlorham Park | $1.2B | 186 |
Background
Questions
How much does Personal CFO Solutions LLC manage?
Personal CFO Solutions LLC reports $1.6B in regulatory assets under management across 4,764 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Personal CFO Solutions LLC have?
It reports 624 individual clients: 387 high-net-worth individuals and 237 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Personal CFO Solutions LLC headquartered?
Its main office is in Chester, New Jersey. It reports 2 offices in total and 18 employees, 14 of whom perform investment advisory functions.
How does Personal CFO Solutions LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Personal CFO Solutions LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($1.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Personal CFO Solutions LLC a hybrid RIA with a broker-dealer?
Personal CFO Solutions LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Personal CFO Solutions LLC a fiduciary?
As an SEC-registered investment adviser, Personal CFO Solutions LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Personal CFO Solutions LLC’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 (2026-03-30), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →