Fee-only adviser · Cranford, NJ
Merrion Investment Management Co, LLC
Merrion Investment Management Co, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cranford, New Jersey. On its latest Form ADV, filed October 22, 2026, it reports $245M in regulatory assets under management, 32 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 139143 · SEC file 801-65917 |
| Office | 184 North Ave. East Cranford, NJ 07016 |
| Phone | (908) 654-0033 |
| Website | www.merriongroup.net |
| Regulatory assets under management | $245M |
| Individual clients | 12 non-high-net-worth, 20 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 22, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Cranford
- Virtus Wealth Solutions $595M
- Everguide Financial Group, LLC $45M
- Westfield Wealth Management, LLC $92M
- Volpe Investments LLC $22M
- S.f. Ehrlich Associates, Inc. $186M
See all 6 fee-only advisers in Cranford →
Nearby
- Westfield 4 firms
- Springfield 2 firms
- Union 1 firm
- Mountainside 2 firms
- Vauxhall 1 firm
- Colonia 1 firm
- Summit 8 firms
- Maplewood 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Merrion Investment Management Co, LLC? Update this listing.