SourcingSourcing

ACA/PRUDENT INVESTORS PLANNING CORPORATION

B59
CRD 47798·SEC 801-56596·GREEN BROOK, NJ
AUM
$351.4M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD
47798
SEC file #
801-56596
EIN
—
DBA names
—

Economics

AUM
$351.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$162.9M → $351.4M▲ +116%
Client mix
Individuals Other810
Individuals High Net Worth70

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
GREEN BROOK NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Market timing services
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACHTEL, ALAN CRAIG
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ACHTEL, ALAN CRAIG
GOLDSTEIN, ROBYN SUE
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

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
0.3347
Soi Zip Pct 200k Plus
0.1288
Soi Zip Returns 200k Plus
970
Soi Zip Total AGI
840,038
Fdic Zip Total Deposits
11,998,355,000
Fdic Zip Branch Count
229
Fdic Zip Top Banks
The Provident Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
1
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Provident Savings BankDunellen, NJ
Provident Savings BankGreen Brook Township, NJ
Fdic Zip HHI
1054.56
Fdic Zip Top Bank Share Pct
18.23
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,154
Returns1,790
Stub 2
AGI52,468
Returns1,410
Stub 3
AGI63,552
Returns1,030
Soi Zip Total Business Income
31,374
Soi Zip Total Cap Gains
25,474
Soi Zip Total Dividends
16,159
Soi Zip Total Returns
7,530
Top Owner CRD
825259
Trust Company Affiliate
No

People (2)

2
ACHTEL, ALAN CRAIG
IAR · Direct Owner · 62.5%
825259
GOLDSTEIN, ROBYN SUE
IAR · Direct Owner · 37.5%
4486022