Wealth manager, independent · Jersey City, NJ
Pioneer Advisory LLC
SEC-registered investment adviser · CRD 337502 · SEC 801-133887
At a glance
Pioneer Advisory LLC is an SEC-registered investment adviser based in Jersey City, New Jersey, with $94,783 in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 85 individual clients. By Form ADV it is a wealth manager, ranked 8,875th of 8,915 wealth managers and 16,504th of 17,210 SEC-registered advisers by assets.
Main office 206-661-5225As filed on Form ADV
- Regulatory AUM
- $0M
- Rank among wealth managers
- #8,875 of 8,915
- Rank among all SEC RIAs
- #16,504 of 17,210
- Rank in New Jersey
- #370 of 392
- Individual clients
- 85
- High-net-worth clients
- 0
- Accounts
- 88
- Discretionary
- 0% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Priyanka RanjanCCO, Managing Member
Custody and brokerage
Custodian
Pioneer Advisory LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 85 | $0M | 97% |
| Corporations or other businesses | 3 | $0M | 3% |
Disciplinary disclosures
Pioneer Advisory LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Periodicals or newsletters
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Pioneer Advisory 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, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 29 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pioneer Advisory LLC manage?
Pioneer Advisory LLC reports $94,783 in regulatory assets under management across 88 accounts, on its Form ADV filed March 31, 2026.
What kind of firm is Pioneer Advisory LLC?
Pioneer Advisory LLC 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 Pioneer Advisory LLC’s clients?
By assets, its largest client types are individuals ($91,983, 85 clients); corporations or other businesses ($2,800, 3 clients).
Does Pioneer Advisory LLC have any disciplinary history?
Pioneer Advisory LLC 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 Pioneer Advisory 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 (2026-03-31), 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 →