SourcingSourcing

ALIGN ADVISOR GROUP, LLC

C41
CRD 336638·SEC 801-134102·VINELAND, NJ
AUM
$127.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$383K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALIGN ADVISOR GROUP, LLC
CRD
336638
SEC file #
801-134102
EIN
—
DBA names
—

Economics

AUM
$127.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other179
Individuals High Net Worth31

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
VINELAND NJ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMSubscription feesFixed fees

Filings

Latest ADV filing
03/29/2026
ADV-W filed at
—
Website
alignadvisorgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERNHARDT, NICHOLAS, STUART
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BERNHARDT, NICHOLAS, STUART
LOMANGINO, RYAN, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALIGNADVISORGROUP.COM
Rdap Domain Creation Date
2025-08-21T19:35:18Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2588
Soi Zip Pct 200k Plus
0.062
Soi Zip Returns 200k Plus
580
Soi Zip Total AGI
841,886
Fdic Zip Total Deposits
11,943,388,000
Fdic Zip Branch Count
45
Fdic Zip Top Banks
Truist Bank
Newfield National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Colonial Bank, FSBVineland, NJ
Colonial Bank, FSBVineland, NJ
Fdic Zip HHI
6610.14
Fdic Zip Top Bank Share Pct
80.72
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-21T19:35:18Z
Rdap Domain Last Changed
2025-08-21T19:35:18Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,419
Returns2,160
Stub 2
AGI76,256
Returns2,060
Stub 3
AGI100,328
Returns1,630
Soi Zip Total Business Income
25,894
Soi Zip Total Cap Gains
52,163
Soi Zip Total Dividends
15,476
Soi Zip Total Returns
9,350
Top Owner CRD
6126671
Trust Company Affiliate
No

People (2)

2
LOMANGINO, RYAN, FRANCIS
IAR · Direct Owner · 62.5%
7329660
BERNHARDT, NICHOLAS, STUART
IAR · Direct Owner · 62.5%
6126671