Raritan, NJ Office
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Private Client Services, LLC
Multi-team
Firm-wide stats for Private Client Services, LLC
About
Private Client Services (PCS) is an SEC‑registered independent investment adviser serving a broad mix of individuals (including high‑net‑worth clients), families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management delivered through a network of investment adviser representatives and multiple advisory platforms.
PCS uses a discovery‑driven process that emphasizes risk profiling and tailored platform selection; IARs recommend and implement strategies across proprietary Private Wealth Management, Advisor Model Portfolios, an Investment Model marketplace, directly held American Funds F2 share accounts, and third‑party asset manager (TPAM) programs. Unlike many large peers, a majority of PCS’s AUM was managed on a non‑discretionary basis in 2025 (59.39% non‑discretionary vs. 40.61% discretionary), so many clients retain prior approval over individual trades or allocation changes.
What differentiates PCS from many enterprise‑scale firms is its combination of broker‑dealer activity and an adviser model: PCS is also a FINRA‑member broker/dealer and its supervised persons may provide commission‑based brokerage in addition to advisory services, a structural feature that is relatively uncommon among peers. The firm also maintains an employee ownership component, leverages third‑party model and OCIO relationships (including automated model implementation via Orion and OCIO oversight), and offers held‑away management tools (e.g., Pontera) for non‑custodied retirement assets, giving clients a wide set of implementation options.
Based on Private Client Services, LLC
Expertise
Based on Private Client Services, LLC
Location
1124 Route 202 South Unit A6
Raritan NJ 08869
Advisors at this office
3
Advisors at this office
Ronald V
Series 63
Raritan, NJ
Private Client Services, LLC
Ronald Vanhorn is a financial advisor with Private Client Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has worked at Private Client Services since 2010, following roles at Woodbury Financial Services and 1717 Capital Management Company. Outside of his advisory work, he is involved in community organizations such as the Flemington Lions Club and serves on the board of a local homeowners association, in addition to teaching racquetball and working as a hospitality consultant. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and platform selection and offers a blend of advisory and broker-dealer services with a wide range of portfolio management options.
Michael D
CFP®, ChFC®, Series 63, Series 65
Raritan, NJ
Private Client Services, LLC
Michael Dugan Sr. is a CFP® and ChFC® with 42 years of industry experience. He has been with Private Client Services, LLC since 2010. Outside of his advisory role, he is a member of the Ancient Order of Hibernians, an Irish Catholic national organization. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a combination of advisory and broker-dealer services with a range of portfolio management options.
Michael D
Series 63, Series 65
Raritan, NJ
Private Client Services, LLC
Michael Dugan is a financial advisor with Private Client Services, LLC in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Private Client Services since 2010. Outside of his advisory role, he is involved in youth sports coaching, serving as a head coach for both boys’ and girls’ basketball programs and as treasurer for a local youth lacrosse club. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, including discretionary and non-discretionary management options.
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