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IC ADVISORY SERVICES, INC.

BEDMINSTER, NJ · CRD 140190 · IAPD ↗ · 908-707-4422

$2.06BRegulatory AUM
198Advisory reps
220Employees
157Clients
More than 500Planning clients
0Private funds
53States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2025 — IC ADVISORY SERVICES, INC. (BEDMINSTER, NJ) left the SEC roster (was $2.06B RAUM, 198 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
66
April 2025 — IC ADVISORY SERVICES, INC. reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — IC ADVISORY SERVICES, INC. grew from 191 to 198 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.