C
Contrary Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$96,872,135
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
72
47% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$1,345,446
About
Contrary Investment Advisors is a single‑advisor independent RIA managing roughly $104 million for about 72 clients and provides pension consulting, discretionary asset management, a Capital Group Direct‑at‑Fund mutual fund program, and financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations, and employer retirement plans. Pension consulting is limited to ERISA‑covered employer plans, while asset management and the Capital Group Direct‑at‑Fund service are offered to individual and institutional clients.
The firm constructs individualized investment policy statements based on client‑specific factors (objectives, risk tolerance, time horizon, liquidity, tax status) and relies primarily on fundamental analysis with a mix of long‑ and short‑term trading, emphasizing diversification and a “margin of safety” approach to risk management. Ongoing portfolio management is generally provided on a discretionary basis, whereas pension consulting is provided only on a non‑discretionary basis, and the sole advisor conducts at least quarterly account reviews.
Distinctive features for a solo independent adviser include formal pension consulting for ERISA plans (plan design, investment monitoring, participant education, recordkeeper selection, and ERISA‑focused reporting), ongoing relationships with charitable and other institutional clients, and a Capital Group Direct‑at‑Fund offering that is limited to American Funds class F‑2 shares held directly with the fund’s transfer agent. The firm also states a $500,000 minimum account size, which, together with its service mix, shapes a client roster that differs from many peers in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed fee arrangements for Financial Planning services (negotiable)
$0.00 - $5,000,000.00: 0.25% annually (Pension Consulting Services) $5,000,000.01 - $10,000,000.00: 0.20% annually (Pension Consulting Services) $10,000,000.01 - $20,000,000.00: 0.15% annually (Pension Consulting Services) $20,000,000.01+: 0.10% annually (Pension Consulting Services) $0.00 - $500,000.00: 0.70% annually (Asset Management Services) $500,000.01 - $1,000,000.00: 0.50% annually (Asset Management Services) $1,000,000.01 - $5,000,000.00: 0.40% annually (Asset Management Services) $5,000,000.01+: 0.30% annually (Asset Management Services)
$300 per hour for Financial Planning services (negotiable)
Account minimum: $500,000 Fee-only: Financial Planning services at $300 per hour (negotiable) or fixed fee arrangements
Main office location
Contrary Investment Advisors
Bloomfield NJ, United States
Number of offices
2
Most active in
Contrary Investment Advisors has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Florida · Maryland · New Jersey · North Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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