A complete list of active advisors currently associated with Big Rock Advisors LLC

Warmer can help you find a great advisor at Big Rock Advisors LLC or one who fits your needs even better.

Big Rock Advisors serves individual investors through discretionary asset management and financial planning, and also provides ERISA retirement plan services as either a 3(21) or 3(38) advisor. The firm reports approximately $15.58 million in discretionary assets under management across about 36 client relationships and offers both comprehensive plans and shorter consulting engagements. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with written investment policy statements, portfolio monitoring, and use of fundamental analysis to inform security selection. The adviser operates with discretionary trading authority, conducts quarterly account reviews, and implements regular rebalancing and other portfolio maintenance (including tax-loss harvesting where appropriate). The firm’s disclosure highlights a few features that distinguish it from many peers: an affiliated insurance business and that investment adviser representatives may receive commissions for insurance products, which the firm discloses as a potential conflict and addresses through policies and disclosures. It also combines small-firm scale with plan‑sponsor services and principals who maintain substantial outside professional roles (including accounting and CFA credentials), indicating a mix of retail and institutional plan capabilities under a compact advisory team.

To learn more about the advisors currently working at Big Rock Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.