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SFI ADVISORS, LLC

MONTCLAIR, NJ · CRD 287929 · IAPD ↗ · sfiadvisors.com · 973-744-1014

$176.0MRegulatory AUM
6Advisory reps
12Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SFI ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — SFI ADVISORS, LLC reported RAUM down 28% ($239.0M -> $173.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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