Abner Herrman & Brock, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,344,378,879
Clients
2,251
Advisors
5
of 13 employees
About
Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, and also serves as a subadviser and model‑portfolio provider for wrap‑fee programs. The firm’s brochure reports approximately $2.74 billion in assets under management and describes its services for separately managed accounts, wrap programs, and model‑provider engagements.
AHB’s investment process is led by an Investment Policy Committee and uses a top‑down approach combined with fundamental, technical, cyclical and quantitative analysis to construct core large‑cap equity portfolios (generally companies with $8 billion+ market capitalization) and investment‑grade, laddered fixed‑income portfolios. Portfolios are managed with discretionary authority, monitored daily and reviewed at least annually; the firm notes specific trading practices for fixed income (step‑out trades) and states it does not accept soft dollars or payment for order flow.
Compared with many peers, AHB’s brochure reflects an unusually high client load relative to the size of its advisory team (the firm’s profile shows roughly 2,400 client accounts managed alongside a small number of advisors), and the document emphasizes investment management and subadvisory/model services rather than standalone financial planning. The brochure also discloses that clients may incur third‑party brokerage commissions and other custodial expenses and that model‑portfolio assets are not included in the firm’s AUM, indicating a mix of fee arrangements and intermediary relationships.
Client services
Expertise
Fee options
Flat quarterly fee for Administrative Services, amount determined by agreement based on service complexity
0.25% to 1.40% annually, negotiable
Account minimum: $500,000
Main office
185 Hudson Street, Suite 1640
Jersey City NJ 07311
Advisors at this office
5
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Abner Herrman & Brock, LLC · Abner, Herrman & Brock, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
Matthew F
Series 66
Jersey City, NJ
Abner Herrman & Brock, LLC
Matthew Flood is a financial advisor at Abner, Herrman & Brock, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Abner, Herrman & Brock provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets, employing a top-down investment approach that integrates fundamental, technical, cyclical, and quantitative analysis.
David L
Series 63, Series 65
Jersey City, NJ
Abner Herrman & Brock, LLC
David Linsen is a financial advisor at Abner, Herrman & Brock, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lord Abbett Distributor LLC for 20 years and Summit Financial, LLC for one year. Outside of his advisory role, he manages the finances for a real estate business that builds and sells spec homes. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a top-down investment process combining fundamental, technical, cyclical, and quantitative analysis, with tailored portfolios focused on large-cap equities and laddered, investment-grade fixed income.
Bryan D
CFA®
Jersey City, NJ
Abner Herrman & Brock, LLC
Bryan Didonato is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Abner, Herrman & Brock, LLC since 2005. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm also serves as a subadviser and model-portfolio provider for wrap-fee programs, managing approximately $2.74 billion in assets with a top-down investment approach focused on large-cap equities and investment-grade fixed income.
Bindia R
Series 66
Jersey City, NJ
Abner Herrman & Brock, LLC
Bindia Rosas is a financial advisor at Abner Herrman & Brock, LLC with seven years of industry experience. She holds a Series 66 designation and has been with the firm since 2017. Abner Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets across more than 2,100 client relationships, employing a top-down investment process that integrates fundamental, technical, cyclical, and quantitative analysis.
Caryn Z
Series 63, Series 65
Jersey City, NJ
Abner Herrman & Brock, LLC
Caryn Zweig is a financial advisor with Abner Herrman & Brock, LLC in Jersey City, NJ, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has been with Abner, Herrman & Brock since 1991. Abner, Herrman & Brock LLC provides discretionary and non-discretionary investment management and advisory services for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $2.43 billion in client assets and employs a top-down investment approach combining fundamental, technical, cyclical, and quantitative analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")