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Paradigm Investment Advisory, LLC

Updated today

Client assets under management

$392,500,046

Clients

644

87% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

81

High

Average account size

$609,472

About

Paradigm Investment Advisory, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, charitable organizations and businesses. The firm’s retirement plan work includes ERISA 3(21) and 3(38) services and employee investment education and communication for plan participants.

Paradigm delivers customized, primarily discretionary portfolio management with a long‑term orientation, constructing portfolios from institutional mutual funds, ETFs, individual equities and fixed income while accommodating legacy positions and, when appropriate, independent third‑party managers. The firm conducts ongoing oversight of independent managers and may include management of variable annuity subaccounts within a client’s overall strategy.

Compared with many team advisers, Paradigm is notable for formal business affiliations and multiple operating arrangements disclosed in its brochure: it operates under common control with another SEC‑registered adviser and several advisory persons also serve as registered representatives operating in a broker‑dealer capacity. The firm also sponsors a wrap‑fee program that bundles transaction costs with advisory fees and discloses offering employee seminars and participant education as part of its institutional retirement services.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

Fixed fees for financial planning services negotiated based on expected hours; Retirement Plan Advisory flat fees generally range from $10,000 to $250,000 annually (negotiable)

Percentage

0.25% to 1.75% annually (negotiable based on client factors)

Commissions

Certain advisory persons receive commissions on securities and insurance products sold in their separate capacities; Paradigm itself does not receive commissions.

Project-based

Up to $350 per hour for stand-alone financial planning services

Other

Fee-only: Investment advisory fees based on percentage of assets under management, negotiable; financial planning fees on hourly basis up to $350/hour or fixed fees (negotiable)

Main office location

Paradigm Investment Advisory, LLC

1140 Us 22 East, Suite 105

Bridgewater NJ 08807, United States

Number of offices

4

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John N

Series 66

Bridgewater, NJ

Paradigm Investment Advisory, LLC

John Naphor is a financial advisor at Paradigm Investment Advisory, LLC with 35 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and INVEST Financial Corp. Outside of advising, he is also an author. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term investment strategies grounded in fundamental analysis and constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds.

Wealth management
user avatar

Andrew B

Series 66

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Andrew Bruen is a financial advisor with Paradigm Investment Advisory, LLC in Bridgewater, NJ. He holds a Series 66 designation and has 14 years of industry experience, including 13 years at UBS Financial Services Inc. Prior to joining Paradigm, he worked with LPL Financial LLC. Paradigm provides discretionary investment management and financial planning services to individuals, high net worth clients, families, trusts, estates, charitable organizations, and businesses. The firm uses a long-term, fundamental analysis approach to construct customized portfolios with institutional mutual funds, ETFs, individual equities, and bonds, offering ongoing wealth management and tailored financial plans.

Wealth management
user avatar

Andrew K

Series 65, Series 66

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Andrew Koltunowicz is a financial advisor with Paradigm Investment Advisory, LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at MacQuarie Investment Management Business Trust, Delaware Investments, and Destra Capital Investments LLC. He is also involved in administrative support for Paradigm Investment Advisory, LLC. Paradigm Investment Advisory provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm constructs customized portfolios using institutional mutual funds, ETFs, individual equities, and bonds, employing a primarily long-term investment approach grounded in fundamental analysis.

Wealth management
user avatar

Kevin K

Series 66

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Kevin Korondi is a financial advisor at Paradigm Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Fortis Group Advisors, and Invest Financial Corp. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, and businesses. The firm constructs customized portfolios using institutional funds, ETFs, equities, and bonds, with a primarily long-term investment approach based on fundamental analysis and regular portfolio reviews.

Wealth management
user avatar

William B

Series 63

Bridgewater, NJ

Paradigm Investment Advisory, LLC

William Bruen Jr. is a financial advisor with Paradigm Investment Advisory, LLC, holding a Series 63 license and bringing 46 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Paradigm and LPL Financial in 2025. He is also a notary public in the state of New Jersey. Paradigm Investment Advisory provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term, fundamental analysis-based portfolios and offers customized wealth management services with annual reviews and adjustments as needed.

Wealth management
user avatar

Scott M

CFP®, Series 63, Series 65

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Scott Mc Caffery is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and LPL Financial LLC. Prior to this, he worked at Warren Wealth Associates and Commonwealth Financial Network. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on long-term, fundamental analysis with customized portfolios and ongoing wealth management services.

Wealth management
user avatar

Konstantin D

CFP®, Series 63, Series 66

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Konstantin Danias is a CFP® professional with 34 years of experience in the financial advisory industry. He is currently with Paradigm Investment Advisory, LLC and has prior experience at LPL Financial and Prospera Financial Services. Paradigm Investment Advisory, LLC provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment approach based on fundamental analysis and offers customized portfolios that may include institutional mutual funds, ETFs, individual equities, bonds, and third-party managers.

Wealth management
user avatar

Joseph W

CFP®, CFA®, Series 63, Series 65

Bridgewater, NJ

Paradigm Investment Advisory, LLC

Joseph White is a CFP® and CFA® with 14 years of industry experience. He is currently with Paradigm Investment Advisory, LLC and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. White is also involved in independent advisory firms, including Paradigm Wealth Advisory LLC and Paradigm Advisor Group LLC, where he holds ownership stakes and provides support. Paradigm Investment Advisory, LLC offers discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach based on fundamental analysis and provides customized portfolios with ongoing wealth management and formal annual reviews.

Wealth management
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