Align Advisor Group, LLC

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Client assets under management

$127,152,558

Clients

210

15% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

105

High

Average account size

$605,488

About

Align Advisor Group provides discretionary investment management, financial planning, and retirement plan consulting to individual and high‑net‑worth clients, as well as pension and business plan sponsors. The firm serves roughly 210 client relationships and advises on portfolios that include stocks, bonds, mutual funds, ETFs, and cash equivalents.

Align’s investment process begins with an assessment of goals, risk tolerance, and an asset allocation plan grounded in modern portfolio theory; the firm implements both passive and active strategies and may engage third‑party managers as appropriate. Financial planning is integrated into the advisory relationship and is offered through written, project‑based engagements or ongoing subscription arrangements, allowing for regular monitoring and plan updates.

Noteworthy aspects of the firm include operating its own wrap fee program and offering subscription‑style planning, both of which are uncommon among peers in this supported‑advisor category. Align also participates in a range of sponsored program platforms (including programs offered through LPL Financial and American Funds) and delivers services through a small advisory team managing a multi‑hundred‑million dollar asset base, which concentrates reliance on third‑party program structures and custodial relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees generally up to $5,000

Commissions

Commissions received by certain registered representatives for sales of securities and insurance products; 12b-1 fees may also be received

Subscriptions

Financial planning subscription fee not to exceed $300 per month

Other

Fee-only: Financial planning fixed fee generally up to $5,000; monthly subscription fee up to $300/month; Retirement Plan Consulting fees negotiable (fixed or asset-based)

Main office location

Align Advisor Group, LLC

3071 E Chestnut Ave, Suite C9

Vineland NJ 08361, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 856-692-0555

Advisors at this firm

Nicholas B

Series 63, Series 65

Vineland, NJ

Align Advisor Group, LLC

Nicholas Bernhardt is a financial advisor at Align Advisor Group, LLC with 10 years of industry experience. He previously worked at LPL Financial for 13 years and has been involved in real estate sales since 2009. Bernhardt holds Series 63 and Series 65 licenses. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm’s investment approach combines passive and active strategies guided by fundamental analysis and modern portfolio theory, offering services through various platforms including its own wrap fee program and subscription-based financial planning.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

Ryan L

Series 63, Series 65

Vineland, NJ

Align Advisor Group, LLC

Ryan Lomangino is a financial advisor with Align Advisor Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at LPL Financial, LLC, Tough Turf LLC, Stockton University, and Atlantic Christian School. Align Advisor Group serves individual and high-net-worth clients, retirement plans, charities, and businesses by providing financial planning, consulting, and discretionary investment management. The firm emphasizes asset allocation with a combination of passive and active strategies and offers services including wrap fee programs and subscription-based financial planning.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner

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