Paradigm Investment Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Paradigm Investment Advisory reports 645 clients. They include 563 high-net-worth individuals, 81 individual clients and 1 charitable organization. Of its assets, 100.0% ($425M across 645 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $425M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | 56% |
| High-net-worth individuals | 87% | 36% |
| Charitable organizations | <1% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 81 | $238M | 56.1% | $2.94M |
| High-net-worth individuals | 563 | $154M | 36.2% | $274K |
| Charitable organizations | Fewer than 5 | $32.6M | 7.7% | $32.6M |
| Total | 645 | $425M | 100% | — |
- Clients
- 81
- Regulatory AUM
- $238M
- AUM share
- 56.1%
- Avg. per client
- $2.94M
- Clients
- 563
- Regulatory AUM
- $154M
- AUM share
- 36.2%
- Avg. per client
- $274K
- Clients
- Fewer than 5
- Regulatory AUM
- $32.6M
- AUM share
- 7.7%
- Avg. per client
- $32.6M
Total
- Clients
- 645
- Regulatory AUM
- $425M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Paradigm Investment Advisory is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning is billed at an hourly rate of up to $350, or on a fixed fee negotiated from the expected hours.
David Provinsal owns 25% to 50% of Paradigm Investment Advisory. It has 9 employees.
Leadership
- Andrew KoltunowiczManaging Partner
- David ProvinsalManaging Director/CCO
- Joseph WhiteManaging Partner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 9 broker-dealer reps
- 6 insurance agents
- Owns 25% to 50% of Paradigm Investment Advisory, LLC
David Provinsal
Control person · since December 2024
- Owns 25% to 50% of Paradigm Investment Advisory, LLC
Joseph White
Control person · since January 2025
- Owns 25% to 50% of Paradigm Investment Advisory, LLC
Andrew Koltunowicz
Control person · since January 2025
Paradigm Investment Advisory’s regulatory assets grew 2.3× from $183M (April 2025) to $425M (October 2026); clients rose from 102 to 645 and employees from 4 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| October 2026 | $425M | 645 | 9 | 4 |
| April 2025 | $183M | 102 | 4 | 2 |
Besides its headquarters, Paradigm Investment Advisory has 3 offices, with 4 listed addresses in New Jersey.
New Jersey · 4 listed addresses
- 1140 US 22 East, Suite 105, BridgewaterHQ
- 1 Mill Ridge Lane, Chester
- 7 Giralda Farms, Madison
- 181 New Road, Parsippany
Contact and registration details
- Legal name
- Paradigm Investment Advisory, LLC
- Headquarters
- 1140 US 22 East, Suite 105, Bridgewater, NJ 08807
- Website
- paradigm-partners.com
- Phone
- 908-450-7402
- @paradigm-wealth-partners-llc
- SEC file
- 801-131802
- Structure
- Delaware LLC
- Fiscal year end
- December
Paradigm Investment Advisory uses LPL Financial ($344M, 81%) and Charles Schwab ($81.3M, 19%) as custodians for its separately managed accounts. Paradigm Investment Advisory does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $344M81%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $81.3M19%
At year end, Paradigm Investment Advisory’s separately managed accounts were mostly in funds (66%) and stocks (30%).
What the accounts hold
- Stocks30%
- Funds66%
- Registered funds65%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Paradigm Investment Advisory have?
Paradigm Investment Advisory has 645 clients and manages $425 million for them, as of October 2026. They include 563 high-net-worth individuals, 81 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does Paradigm Investment Advisory offer?
Paradigm Investment Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Paradigm Investment Advisory use?
Paradigm Investment Advisory’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $344M and Charles Schwab & Co., Inc. (Westlake, TX), with $81.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does Paradigm Investment Advisory have?
Paradigm Investment Advisory has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paradigm Investment Advisory invest in?
At the end of its last fiscal year, Paradigm Investment Advisory’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paradigm Investment Advisory?
Paradigm Investment Advisory’s direct owners are David Provinsal, Joseph White and Andrew Koltunowicz, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does Paradigm Investment Advisory get paid?
Paradigm Investment Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Paradigm Investment Advisory?
Paradigm Investment Advisory’s main office is at 1140 US 22 East, Suite 105, Bridgewater, NJ 08807. Its phone number is 908-450-7402. Its website is paradigm-partners.com.