Fee-only adviser · Cranford, NJ
S.f. Ehrlich Associates, Inc.
S.f. Ehrlich Associates, Inc. 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 February 19, 2026, it reports $186M in regulatory assets under management, 117 individual clients and 2 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 | 121356 · SEC file 801-113687 |
| Office | 15 Alden Street Suite 12 Cranford, NJ 07016 |
| Phone | (908) 789-1100 |
| Website | www.sfehrlich.com |
| Regulatory assets under management | $186M |
| Individual clients | 62 non-high-net-worth, 55 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 19, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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
- Merrion Investment Management Co, LLC $245M
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
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