Registered investment advisers in New Jersey

AUM: $1.1T
Per adviser: $838M
Advisers: 1,350

No reported disclosures

Managed Account Advisors LLC

Jersey City, NJ · Est. 2007

AUM: $995.0B
Per adviser: $39.8B
Advisers: 25

No reported disclosures

Ubs Financial Services INC.

Weehawken, NJ · Est. 1971

AUM: $915.8B
Per adviser: $100M
Advisers: 9,149

Blackrock Investment Management, LLC

Princeton, NJ · Est. 1999

AUM: $676.7B
Per adviser: $1.5B
Advisers: 444

No reported disclosures

Metlife Investment Management, LLC

Whippany, NJ · Est. 2006

AUM: $563.8B
Per adviser: $811M
Advisers: 695

No reported disclosures

Pgim Investments LLC

Newark, NJ · Est. 1987

AUM: $344.8B
Per adviser: $3.6B
Advisers: 97

Lord, Abbett & Co. LLC

Jersey City, NJ · Est. 1970

AUM: $270.4B
Per adviser: $1.4B
Advisers: 191

No reported disclosures

Corebridge Institutional Investments (U.S.), LLC

Jersey City, NJ · Est. 2009

AUM: $121.1B
Per adviser: $488M
Advisers: 248

No reported disclosures

Pgim Quantitative Solutions

Newark, NJ · Est. 2004

AUM: $110.9B
Per adviser: $1.8B
Advisers: 61

No reported disclosures

Pathstone

Englewood, NJ · Est. 2009

AUM: $110.3B
Per adviser: $302M
Advisers: 365

No reported disclosures

World Investment Advisors, LLC

Lincroft, NJ · Est. 2015

AUM: $71.6B
Per adviser: $152M
Advisers: 471

Concord Advisory Group Ltd

Princeton, NJ · Est. 1991

AUM: $46.2B
Per adviser: $3.8B
Advisers: 12

No reported disclosures

Private Advisor Group, LLC

Morristown, NJ · Est. 2011

AUM: $44.3B
Per adviser: $66M
Advisers: 670

Franklin Mutual Advisers, LLC

Short Hills, NJ · Est. 1996

AUM: $42.6B
Per adviser: $1.2B
Advisers: 37

Ecp

Summit, NJ · Est. 2012

AUM: $33.4B
Per adviser: $586M
Advisers: 57

Harding Loevner LP

Bridgewater, NJ · Est. 1990

AUM: $32.1B
Per adviser: $890M
Advisers: 36

No reported disclosures

Onex Credit Partners, LLC

Englewood Cliffs, NJ · Est. 2006

AUM: $30.1B
Per adviser: $685M
Advisers: 44

No reported disclosures

Jacobs Levy Equity Management

Florham Park, NJ · Est. 1986

AUM: $28.0B
Per adviser: $737M
Advisers: 38

No reported disclosures

Pgim Private Placement Investors, L.P.

Newark, NJ · Est. 1993

AUM: $24.4B
Per adviser: $84M
Advisers: 290

No reported disclosures

Adp Strategic Plan Services, LLC

Roseland, NJ · Est. 2017

AUM: $23.8B
Per adviser: $4.0B
Advisers: 6

No reported disclosures

Prudential Select Strategies LLC

Newark, NJ · Est. 2017

AUM: $22.8B
Per adviser: $438M
Advisers: 52

No reported disclosures

Summit Financial, LLC

Parsippany, NJ · Est. 2018

AUM: $22.5B
Per adviser: $104M
Advisers: 216

No reported disclosures

Appaloosa LP

Short Hills, NJ · Est. 2015

AUM: $20.4B
Per adviser: $1.7B
Advisers: 12

No reported disclosures

Modera Wealth Management, LLC

Westwood, NJ · Est. 2010

AUM: $17.7B
Per adviser: $167M
Advisers: 106

No reported disclosures

Onepoint Bfg Wealth Partners

Parsippany, NJ · Est. 2022

AUM: $15.1B
Per adviser: $145M
Advisers: 104

No reported disclosures

Circle Wealth Management, LLC

Summit, NJ · Est. 2007

AUM: $14.1B
Per adviser: $1.3B
Advisers: 11

No reported disclosures

Advisors Capital Management, LLC

Ridgewood, NJ · Est. 2003

AUM: $12.2B
Per adviser: $214M
Advisers: 57

No reported disclosures

Honeywell Capital Management LLC

Morris Plains, NJ · Est. 2002

AUM: $12.2B
Per adviser: $762M
Advisers: 16

No reported disclosures

Glacier Peak Capital Management, LLC

Chatham, NJ · Est. 2018

AUM: $9.9B
Per adviser: $4.9B
Advisers: 2

No reported disclosures

Simon Quick Advisors, LLC

Morristown, NJ · Est. 2004

AUM: $9.0B
Per adviser: $117M
Advisers: 77

No reported disclosures

Skyview Investment Advisors, LLC

Shrewsbury, NJ · Est. 2017

AUM: $8.3B
Per adviser: $757M
Advisers: 11

No reported disclosures

Chatham Asset Management, LLC

Chatham, NJ · Est. 2012

AUM: $8.3B
Per adviser: $345M
Advisers: 24

Pgim Custom Harvest LLC

Newark, NJ · Est. 2019

AUM: $6.9B
Per adviser: $767M
Advisers: 9

No reported disclosures

Pgim Dc Solutions

Newark, NJ · Est. 2022

AUM: $6.9B
Per adviser: $1.4B
Advisers: 5

No reported disclosures

Prysm Capital, L.P.

Princeton, NJ · Est. 2020

AUM: $6.9B
Per adviser: $762M
Advisers: 9

No reported disclosures

Nppg Plan Professionals, LLC

Shrewsbury, NJ · Est. 2023

AUM: $6.3B
Per adviser: $3.1B
Advisers: 2

No reported disclosures

Reaves Asset Management

Jersey City, NJ · Est. 1977

AUM: $5.9B
Per adviser: $849M
Advisers: 7

No reported disclosures

Zais Group

Holmdel, NJ · Est. 1997

AUM: $5.3B
Per adviser: $277M
Advisers: 19

No reported disclosures

Edgestream Partners, L.P.

Princeton, NJ · Est. 2012

AUM: $4.9B
Per adviser: $376M
Advisers: 13

No reported disclosures

Star Asia Management

Mount Laurel, NJ · Est. 2016

AUM: $4.8B
Per adviser: $2.4B
Advisers: 2

No reported disclosures

Bc Advisors, LLC

Mt. Laurel, NJ · Est. 2007

AUM: $4.7B
Per adviser: $789M
Advisers: 6

No reported disclosures

1932 Investment Management

Newark, NJ · Est. 2025

AUM: $4.6B
Per adviser: $919M
Advisers: 5

No reported disclosures

Beacon Trust

Morristown, NJ · Est. 2015

AUM: $4.4B
Per adviser: $103M
Advisers: 43

No reported disclosures

Simplicity Wealth

Summit, NJ · Est. 2019

AUM: $4.3B
Per adviser: $22M
Advisers: 190

Systematic Financial Management LP

Teaneck, NJ · Est. 1995

AUM: $4.2B
Per adviser: $526M
Advisers: 8

No reported disclosures

Forza Investment Group, LP

Summit, NJ · Est. 2024

AUM: $3.9B
Per adviser: $656M
Advisers: 6

No reported disclosures

Harbourview Equity Partners, LLC

Newark, NJ · Est. 2021

AUM: $3.9B
Per adviser: $86M
Advisers: 45

No reported disclosures

Palisade Capital Management, LP

Fort Lee, NJ · Est. 1995

AUM: $3.9B
Per adviser: $257M
Advisers: 15

No reported disclosures

Watermark Group, INC.

Princeton, NJ · Est. 1990

AUM: $3.8B
Per adviser: $477M
Advisers: 8

No reported disclosures

Sax Wealth Advisors, LLC

Parsippany, NJ · Est. 2008

AUM: $3.6B
Per adviser: $97M
Advisers: 37

No reported disclosures

Systematic Alpha Investments, LLC

Princeton, NJ · Est. 2018

AUM: $3.5B
Per adviser: $3.5B
Advisers: 1

No reported disclosures

Leo Wealth, LLC

Edison, NJ · Est. 2016

AUM: $3.2B
Per adviser: $103M
Advisers: 31

No reported disclosures

Solus Alternative Asset Management LP

Summit, NJ · Est. 2007

AUM: $3.2B
Per adviser: $290M
Advisers: 11

No reported disclosures

Conversant Capital LLC

Summit, NJ · Est. 2020

AUM: $3.1B
Per adviser: $346M
Advisers: 9

No reported disclosures

Landscape Capital Management LLC

Englewood, NJ · Est. 2014

AUM: $3.0B
Per adviser: $303M
Advisers: 10

No reported disclosures

Hudson Edge Investment Partners, INC.

Jersey City, NJ · Est. 1983

AUM: $2.9B
Per adviser: $421M
Advisers: 7

No reported disclosures

Transcend Capital Advisors, LLC

Madison, NJ · Est. 2018

AUM: $2.9B
Per adviser: $108M
Advisers: 27

No reported disclosures

Rmr Wealth Builders, INC.

Montclair, NJ · Est. 2014

AUM: $2.9B
Per adviser: $59M
Advisers: 49

No reported disclosures

Abner Herrman & Brock, LLC

Jersey City, NJ · Est. 1982

AUM: $2.7B
Per adviser: $547M
Advisers: 5

No reported disclosures

Cfs Investment Advisory Services LLC

Totowa, NJ · Est. 1993

AUM: $2.7B
Per adviser: $273M
Advisers: 10

No reported disclosures

Valley Wealth Managers, INC.

Paramus, NJ · Est. 1985

AUM: $2.7B
Per adviser: $79M
Advisers: 34

No reported disclosures

Pine Valley Investments

Marlton, NJ · Est. 2015

AUM: $2.7B
Per adviser: $86M
Advisers: 31

No reported disclosures

Withum Wealth Management

Red Bank, NJ · Est. 2011

AUM: $2.3B
Per adviser: $213M
Advisers: 11

No reported disclosures

Rsw Investments

Summit, NJ · Est. 2019

AUM: $2.3B
Per adviser: $383M
Advisers: 6

No reported disclosures

Tlg Advisors, INC.

Summit, NJ · Est. 2001

AUM: $2.3B
Per adviser: $15M
Advisers: 155

No reported disclosures

Traphagen Financial Group

Oradell, NJ · Est. 1999

AUM: $2.3B
Per adviser: $142M
Advisers: 16

No reported disclosures

Passaic Partners LLC

Newark, NJ · Est. 2021

AUM: $2.2B
Per adviser: $746M
Advisers: 3

No reported disclosures

Condor Capital Wealth Management

Martinsville, NJ · Est. 1988

AUM: $2.2B
Per adviser: $128M
Advisers: 17

No reported disclosures

Roundview Capital, LLC

Princeton, NJ · Est. 2008

AUM: $2.1B
Per adviser: $425M
Advisers: 5

No reported disclosures

Washington Crossing Advisors LLC

Morristown, NJ · Est. 2017

AUM: $2.0B
Per adviser: $406M
Advisers: 5

No reported disclosures

Blackhill Capital, INC

Morristown, NJ · Est. 1988

AUM: $2.0B
Per adviser: $1.0B
Advisers: 2

No reported disclosures

Blueprint Capital Advisors LLC

Short Hills, NJ · Est. 2017

AUM: $1.8B
Per adviser: $448M
Advisers: 4

No reported disclosures

Princeton Equity Group

Princeton, NJ · Est. 2021

AUM: $1.7B
Per adviser: $82M
Advisers: 21

No reported disclosures

Seelaus Asset Management, LLC

Chatham, NJ · Est. 2013

AUM: $1.7B
Per adviser: $122M
Advisers: 14

No reported disclosures

Cra Financial Services, L.L.C.

Northfield, NJ · Est. 2003

AUM: $1.7B
Per adviser: $154M
Advisers: 11

No reported disclosures

Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ · Est. 2008

AUM: $1.7B
Per adviser: $277M
Advisers: 6

No reported disclosures

Personal Cfo Solutions LLC

Chester, NJ · Est. 2012

AUM: $1.6B
Per adviser: $118M
Advisers: 14

No reported disclosures

Columbus Hill Capital Management, L.P.

Short Hills, NJ · Est. 2012

AUM: $1.6B
Per adviser: $231M
Advisers: 7

No reported disclosures

Metaurus Advisors LLC

Hoboken, NJ · Est. 2021

AUM: $1.6B
Per adviser: $316M
Advisers: 5

No reported disclosures

Prmim

Mount Laurel, NJ · Est. 2021

AUM: $1.5B
Per adviser: $192M
Advisers: 8

No reported disclosures

Revolve Wealth Partners, LLC

Hackensack, NJ · Est. 2017

AUM: $1.4B
Per adviser: $102M
Advisers: 14

No reported disclosures

Laurel Oak Wealth Management, LLC

Marlton, NJ · Est. 2025

AUM: $1.4B
Per adviser: $140M
Advisers: 10

No reported disclosures

Fidelis Investors, LLC

Cranford, NJ · Est. 2020

AUM: $1.4B
Per adviser: $229M
Advisers: 6

No reported disclosures

Lord Abbett Private Credit Advisor LLC

Jersey City, NJ · Est. 2024

AUM: $1.3B
Per adviser: $7M
Advisers: 191

No reported disclosures

Newport Capital Group, LLC

Red Bank, NJ · Est. 2007

AUM: $1.3B
Per adviser: $183M
Advisers: 7

No reported disclosures

Miller Tabak Asset Management

Matawan, NJ · Est. 2008

AUM: $1.2B
Per adviser: $415M
Advisers: 3

No reported disclosures

Alternative Capital Fund Management LLC

Englewood Cliffs, NJ · Est. 2024

AUM: $1.2B
Per adviser: $178M
Advisers: 7

No reported disclosures

Twin Oaks Partners

Chatham, NJ · Est. 2012

AUM: $1.2B
Per adviser: $617M
Advisers: 2

No reported disclosures

Premier Path Wealth Partners, LLC

Madison, NJ · Est. 2023

AUM: $1.2B
Per adviser: $245M
Advisers: 5

No reported disclosures

Wiss Private Client Advisors, LLC

Florham Park, NJ · Est. 2019

AUM: $1.2B
Per adviser: $135M
Advisers: 9

No reported disclosures

Hudson Cove Capital Management LLC

Jersey City, NJ · Est. 2016

AUM: $1.2B
Per adviser: $173M
Advisers: 7

No reported disclosures

Signet Financial Management, LLC

Parsippany, NJ · Est. 1988

AUM: $1.2B
Per adviser: $98M
Advisers: 12

No reported disclosures

Lighthouse Financial Advisors, INC.

Red Bank, NJ · Est. 2013

AUM: $1.1B
Per adviser: $159M
Advisers: 7

No reported disclosures

Npa Asset Management, LLC

Fair Lawn, NJ · Est. 2006

AUM: $1.1B
Per adviser: $20M
Advisers: 52

No reported disclosures

Revolvercap Management, L.P.

Teaneck, NJ · Est. 2017

AUM: $1.1B
Per adviser: $264M
Advisers: 4

No reported disclosures

Dgs Capital Management

Jersey City, NJ · Est. 2019

AUM: $1.1B
Per adviser: $151M
Advisers: 7

No reported disclosures

Ashe Capital Management, LP

Englewood Cliffs, NJ · Est. 2014

AUM: $1.0B
Per adviser: $208M
Advisers: 5

No reported disclosures

Toews Asset Management

Northfield, NJ · Est. 1994

AUM: $1.0B
Per adviser: $65M
Advisers: 16

No reported disclosures

Ridgeleigh Capital

Summit, NJ · Est. 2014

AUM: $1.0B
Per adviser: $1.0B
Advisers: 1

No reported disclosures

Ac Funds, LLC

Ridgewood, NJ · Est. 2020

AUM: $1.0B
Per adviser: $1.0B
Advisers: 1

No reported disclosures

Glen Eagle Advisors, LLC

Kingston, NJ · Est. 2014

AUM: $1.0B
Per adviser: $60M
Advisers: 17

No reported disclosures

Breakwater Capital Group

Paramus, NJ · Est. 2022

AUM: $1.0B
Per adviser: $255M
Advisers: 4

No reported disclosures

Portfolio Strategies INC Ny

Montvale, NJ · Est. 1994

AUM: $1.0B
Per adviser: $254M
Advisers: 4

No reported disclosures

Quantum Capital Management, LLC

Northfield, NJ · Est. 2000

AUM: $1.0B
Per adviser: $502M
Advisers: 2

No reported disclosures

Oliver Luxxe Assets LLC

Gladstone, NJ · Est. 2013

AUM: $982M
Per adviser: $164M
Advisers: 6

No reported disclosures

Swander Pace Capital

Bedminster, NJ · Est. 2012

AUM: $960M
Per adviser: $56M
Advisers: 17

No reported disclosures

Cornerstone Planning Group

Fairfield, NJ · Est. 2020

AUM: $952M
Per adviser: $59M
Advisers: 16

No reported disclosures

Sandalwood Securities, INC.

Roseland, NJ · Est. 1992

AUM: $930M
Per adviser: $233M
Advisers: 4

No reported disclosures

Princeton Global Asset Management LLC

Princeton, NJ · Est. 2010

AUM: $921M
Per adviser: $54M
Advisers: 17

No reported disclosures

System 2 Advisors, L.P.

Summit, NJ · Est. 2012

AUM: $913M
Per adviser: $456M
Advisers: 2

No reported disclosures

New Vernon Capital

Morristown, NJ · Est. 2012

AUM: $902M
Per adviser: $226M
Advisers: 4

Yorkville Advisors Global, LP

Mountainside, NJ · Est. 2022

AUM: $900M
Per adviser: $43M
Advisers: 21

Key Client Fiduciary Advisors, LLC

Fairfield, NJ · Est. 2018

AUM: $896M
Per adviser: $90M
Advisers: 10

Makrod Investment Associates INC

Verona, NJ · Est. 1986

AUM: $894M
Per adviser: $447M
Advisers: 2

No reported disclosures

Bcg Securities, INC.

Cherry Hill, NJ · Est. 1999

AUM: $894M
Per adviser: $27M
Advisers: 33

No reported disclosures

Gsg Advisors LLC

Mount Laurel, NJ · Est. 2004

AUM: $862M
Per adviser: $287M
Advisers: 3

No reported disclosures

Atlas Private Wealth Advisors

Red Bank, NJ · Est. 2016

AUM: $860M
Per adviser: $61M
Advisers: 14

No reported disclosures

Thames Capital Management, LLC

Roseland, NJ · Est. 2018

AUM: $831M
Per adviser: $277M
Advisers: 3

No reported disclosures

Redblack Advisers, INC.

Oradell, NJ · Est. 2009

AUM: $824M
Per adviser: $275M
Advisers: 3

No reported disclosures

Fortis Group Advisors LLC

Westwood, NJ · Est. 2018

AUM: $822M
Per adviser: $34M
Advisers: 24

No reported disclosures

Hoxton Wealth

Jersey City, NJ · Est. 2022

AUM: $804M
Per adviser: $24M
Advisers: 34

Barnegat Fund Management INC.

Hoboken, NJ · Est. 2012

AUM: $803M
Per adviser: $402M
Advisers: 2

No reported disclosures

Poetic Group LLC

Hackensack, NJ · Est. 2019

AUM: $803M
Per adviser: $201M
Advisers: 4

No reported disclosures

Parisi Gray Wealth Management, LLC

Mendham, NJ · Est. 2016

AUM: $796M
Per adviser: $398M
Advisers: 2

No reported disclosures

Mcrae Capital Management INC.

Morristown, NJ · Est. 1981

AUM: $795M
Per adviser: $159M
Advisers: 5

No reported disclosures

Vestgen Investment Management

Egg Harbor Twp., NJ · Est. 2002

AUM: $787M
Per adviser: $49M
Advisers: 16

No reported disclosures

Faropoint Ventures, LLC

Hoboken, NJ · Est. 2025

AUM: $780M
Per adviser: $16M
Advisers: 49

No reported disclosures

Embassy Asset Management LP

Short Hills, NJ · Est. 2021

AUM: $774M
Per adviser: $193M
Advisers: 4

No reported disclosures

Seabridge Investment Advisors LLC

Summit, NJ · Est. 1997

AUM: $771M
Per adviser: $70M
Advisers: 11

No reported disclosures

Hennion & Walsh Asset Management, INC.

Parsippany, NJ · Est. 2003

AUM: $769M
Per adviser: $70M
Advisers: 11

No reported disclosures

Sterling Financial Planning INC

Sparta, NJ · Est. 1998

AUM: $761M
Per adviser: $95M
Advisers: 8

No reported disclosures

Sciencast Management LP

Princeton, NJ · Est. 2016

AUM: $760M
Per adviser: $190M
Advisers: 4

No reported disclosures

Shrewsbury River Capital LP

Red Bank, NJ · Est. 2018

AUM: $758M
Per adviser: $189M
Advisers: 4

No reported disclosures

Tilson Financial Group INC

New Providence, NJ · Est. 2005

AUM: $751M
Per adviser: $107M
Advisers: 7

No reported disclosures

Shorebridge Capital Management, LLC

Summit, NJ · Est. 2018

AUM: $735M
Per adviser: $147M
Advisers: 5

No reported disclosures

Axq Capital, LP

Jersey City, NJ · Est. 2022

AUM: $727M
Per adviser: $242M
Advisers: 3

No reported disclosures

Himco, LLC

Morristown, NJ · Est. 2011

AUM: $726M
Per adviser: $24M
Advisers: 30

No reported disclosures

Cora Capital Advisors

Marlton, NJ · Est. 2022

AUM: $723M
Per adviser: $90M
Advisers: 8

No reported disclosures

Wealth Management Associates, INC.

Cherry Hill, NJ · Est. 2014

AUM: $717M
Per adviser: $65M
Advisers: 11

No reported disclosures

Empire Financial Management Company, LLC

Holmdel, NJ · Est. 2015

AUM: $706M
Per adviser: $71M
Advisers: 10

No reported disclosures

Blueshift Asset Management

Red Bank, NJ · Est. 2017

AUM: $694M
Per adviser: $69M
Advisers: 10

No reported disclosures

Covenant Asset Management, LLC

Chester, NJ · Est. 1999

AUM: $693M
Per adviser: $87M
Advisers: 8

No reported disclosures

Unio Capital LLC

Princeton, NJ · Est. 2016

AUM: $691M
Per adviser: $115M
Advisers: 6

No reported disclosures

Garden State Investment Advisory Services, LLC

Red Bank, NJ · Est. 2014

AUM: $674M
Per adviser: $23M
Advisers: 29

Prestige Wealth Management Group, LLC

Flemington, NJ · Est. 2011

AUM: $666M
Per adviser: $167M
Advisers: 4

No reported disclosures

The Genwealth Group, INC.

Maplewood, NJ · Est. 2010

AUM: $661M
Per adviser: $132M
Advisers: 5

No reported disclosures

Eagle Wealth Strategies

Mullica Hill, NJ · Est. 2023

AUM: $654M
Per adviser: $73M
Advisers: 9

No reported disclosures

5c Capital Management, LLC

Woodcliff Lake, NJ · Est. 2017

AUM: $648M
Per adviser: $93M
Advisers: 7

No reported disclosures

Curasset Capital Management, LLC

Newark, NJ · Est. 2021

AUM: $643M
Per adviser: $107M
Advisers: 6

No reported disclosures

Chatham Wealth Management

Chatham, NJ · Est. 2000

AUM: $643M
Per adviser: $161M
Advisers: 4

No reported disclosures

Regency Wealth Management

Ramsey, NJ · Est. 2011

AUM: $643M
Per adviser: $161M
Advisers: 4

No reported disclosures

Kabr Management, LLC

Englewood, NJ · Est. 2016

AUM: $642M
Per adviser: $58M
Advisers: 11

No reported disclosures

Highland Financial Advisors, LLC

Wayne, NJ · Est. 2005

AUM: $640M
Per adviser: $91M
Advisers: 7

No reported disclosures

Venture Investment Associates

Peapack, NJ · Est. 2012

AUM: $637M
Per adviser: $212M
Advisers: 3

No reported disclosures

Union Grove Venture Partners

Summit, NJ · Est. 2014

AUM: $635M
Per adviser: $317M
Advisers: 2

No reported disclosures

Vision Retirement

Ridgewood, NJ · Est. 2022

AUM: $634M
Per adviser: $127M
Advisers: 5

No reported disclosures

Kennedy Investment Group

West Deptford, NJ · Est. 2022

AUM: $633M
Per adviser: $127M
Advisers: 5

No reported disclosures

Brave Family Advisors

Summit, NJ · Est. 1992

AUM: $624M
Per adviser: $125M
Advisers: 5

No reported disclosures

Clear Wave Wealth Management, LLC

Red Bank, NJ · Est. 2025

AUM: $617M
Per adviser: $309M
Advisers: 2

No reported disclosures

Novi Wealth Partners

Princeton, NJ · Est. 2013

AUM: $613M
Per adviser: $88M
Advisers: 7

No reported disclosures

Amerra Capital Management, LLC

Englewood, NJ · Est. 2011

AUM: $610M
Per adviser: $51M
Advisers: 12

No reported disclosures

Jaffa Capital Management LLC

Clifton, NJ · Est. 2023

AUM: $597M
Per adviser: $149M
Advisers: 4

No reported disclosures

Virtus Wealth Solutions

Cranford, NJ · Est. 2024

AUM: $595M
Per adviser: $149M
Advisers: 4

No reported disclosures

Manteio Scalable Technologies LLC

Jersey City, NJ · Est. 2024

AUM: $583M
Per adviser: $97M
Advisers: 6

No reported disclosures

Able Wealth Management LLC

Toms River, NJ · Est. 2023

AUM: $580M
Per adviser: $116M
Advisers: 5

No reported disclosures

Reedmark Advisors, LLC

Somerville, NJ · Est. 2015

AUM: $565M
Per adviser: $63M
Advisers: 9

No reported disclosures

Dumont & Blake Investment Advisors LLC

Princeton, NJ · Est. 1999

AUM: $562M
Per adviser: $141M
Advisers: 4

No reported disclosures

Bulldog Investors, LLP

Saddle Brook, NJ · Est. 2009

AUM: $561M
Per adviser: $187M
Advisers: 3

No reported disclosures

Pegasus Asset Management INC

Morristown, NJ · Est. 1963

AUM: $554M
Per adviser: $185M
Advisers: 3

No reported disclosures

Tsp Capital Management Group, LLC

Summit, NJ · Est. 2004

AUM: $553M
Per adviser: $277M
Advisers: 2

Shorehaven Wealth Partners, LLC

Red Bank, NJ · Est. 2020

AUM: $542M
Per adviser: $135M
Advisers: 4

No reported disclosures

Wbi Investments, LLC

Red Bank, NJ · Est. 1985

AUM: $540M
Per adviser: $108M
Advisers: 5

No reported disclosures

Ncm Capital Management, LLC

Ramsey, NJ · Est. 2015

AUM: $539M
Per adviser: $180M
Advisers: 3

No reported disclosures

Access Wealth

East Hanover, NJ · Est. 2001

AUM: $539M
Per adviser: $90M
Advisers: 6

No reported disclosures

Mountain Hill Investment Partners

Atlantic Highlands, NJ · Est. 2015

AUM: $539M
Per adviser: $180M
Advisers: 3

No reported disclosures

Mezzasalma Advisors

Tinton Falls, NJ · Est. 2021

AUM: $534M
Per adviser: $107M
Advisers: 5

No reported disclosures

Sophron Capital Management

Summit, NJ · Est. 2024

AUM: $527M
Per adviser: $264M
Advisers: 2

No reported disclosures

Alliance Wealth Management Group, LLC

Flemington, NJ · Est. 2014

AUM: $517M
Per adviser: $86M
Advisers: 6

No reported disclosures

Accretive Wealth Partners, LLC

Parsippany, NJ · Est. 2019

AUM: $505M
Per adviser: $168M
Advisers: 3

No reported disclosures

Black Coral Financial Advisors, LLC

Mount Olive, NJ · Est. 2012

AUM: $504M
Per adviser: $126M
Advisers: 4

Scientech Research LLC

Jersey City, NJ · Est. 2024

AUM: $499M
Per adviser: $125M
Advisers: 4

No reported disclosures

Cherrydale Wealth Management, LLC

Montclair, NJ · Est. 2017

AUM: $495M
Per adviser: $495M
Advisers: 1

No reported disclosures

Manteio Capital LLC

Jersey City, NJ · Est. 2021

AUM: $493M
Per adviser: $21M
Advisers: 24

No reported disclosures

Cypress Financial Planning

Haddon Heights, NJ · Est. 2018

AUM: $490M
Per adviser: $82M
Advisers: 6

No reported disclosures

Asset Advisory Group, INC.

Kinnelon, NJ · Est. 1994

AUM: $480M
Per adviser: $240M
Advisers: 2

No reported disclosures

Bcs Private Wealth Management

Rumson, NJ · Est. 2015

AUM: $470M
Per adviser: $117M
Advisers: 4

No reported disclosures

Saiph Capital, LLC

Wyckoff, NJ · Est. 2021

AUM: $459M
Per adviser: $153M
Advisers: 3

No reported disclosures

Worth Venture Partners, LLC

Fort Lee, NJ · Est. 2015

AUM: $456M
Per adviser: $114M
Advisers: 4

No reported disclosures

Mullooly Asset Management, INC.

Wall Township, NJ · Est. 2015

AUM: $456M
Per adviser: $114M
Advisers: 4

No reported disclosures

Signature Wealth Management Partners, LLC

Montvale, NJ · Est. 2018

AUM: $454M
Per adviser: $76M
Advisers: 6

No reported disclosures

Quaker Wealth Management LLC

Moorestown, NJ · Est. 2016

AUM: $449M
Per adviser: $112M
Advisers: 4

No reported disclosures

Sage Residential Management LLC

Morristown, NJ · Est. 2026

AUM: $444M
Per adviser: $222M
Advisers: 2

No reported disclosures

Selkirk Management, LLC

Chatham, NJ · Est. 2014

AUM: $443M
Per adviser: $148M
Advisers: 3

No reported disclosures

Ta Capital Management, LLC

Sewell, NJ · Est. 2013

AUM: $439M
Per adviser: $110M
Advisers: 4

No reported disclosures

Precision Financial Services

Mine Hill, NJ · Est. 2013

AUM: $436M
Per adviser: $44M
Advisers: 10

No reported disclosures

Princeton Capital Management LLC

Red Bank, NJ · Est. 2001

AUM: $435M
Per adviser: $73M
Advisers: 6

No reported disclosures

Omni 360 Wealth, INC.

Plainsboro, NJ · Est. 2021

AUM: $426M
Per adviser: $85M
Advisers: 5

No reported disclosures

Paradigm Investment Advisory, LLC

Bridgewater, NJ · Est. 2025

AUM: $425M
Per adviser: $53M
Advisers: 8

No reported disclosures

Sindia Capital Advisers, LLC

Somers Point, NJ · Est. 2024

AUM: $423M
Per adviser: $423M
Advisers: 1

No reported disclosures

Giverny Capital Advisors

Princeton, NJ · Est. 2017

AUM: $421M
Per adviser: $210M
Advisers: 2

No reported disclosures

Ridgewood Investments

Springfield, NJ · Est. 2006

AUM: $419M
Per adviser: $84M
Advisers: 5

No reported disclosures

Onex Credit Advisor, LLC

Englewood Cliffs, NJ · Est. 2024

AUM: $418M
Per adviser: $12M
Advisers: 34

No reported disclosures

Landseer Advisors LLC

Princeton, NJ · Est. 2020

AUM: $415M
Per adviser: $104M
Advisers: 4

No reported disclosures

Goodhaven Capital Management

Millburn, NJ · Est. 2011

AUM: $405M
Per adviser: $203M
Advisers: 2

No reported disclosures

Cre Venture Capital, INC.

Mahwah, NJ · Est. 2022

AUM: $405M
Per adviser: $81M
Advisers: 5

No reported disclosures

Hfm Investment Advisors, LLC

Glassboro, NJ · Est. 2021

AUM: $404M
Per adviser: $81M
Advisers: 5

No reported disclosures

Carnegie Lake Advisors LLC

Princeton, NJ · Est. 2024

AUM: $403M
Per adviser: $58M
Advisers: 7

No reported disclosures

Diadema Partners LP

Morristown, NJ · Est. 2024

AUM: $398M
Per adviser: $99M
Advisers: 4

No reported disclosures

Bayard Asset Management LLC

Princeton, NJ · Est. 2017

AUM: $397M
Per adviser: $199M
Advisers: 2

No reported disclosures

Wealth Quarterback LLC

Toms River, NJ · Est. 2019

AUM: $391M
Per adviser: $78M
Advisers: 5

No reported disclosures

Hillcrest Wealth Advisors - Ny, LLC

Holmdel, NJ · Est. 2010

AUM: $391M
Per adviser: $391M
Advisers: 1

No reported disclosures

Green Ridge Wealth Planning LLC

Montville, NJ · Est. 2021

AUM: $390M
Per adviser: $65M
Advisers: 6

No reported disclosures

Redwood Financial Planning, LLC

Scotch Plains, NJ · Est. 2023

AUM: $389M
Per adviser: $130M
Advisers: 3

Northstar Advisory Group, LLC

Northfield, NJ · Est. 2020

AUM: $377M
Per adviser: $126M
Advisers: 3

No reported disclosures

Aurora Private Wealth, INC.

Totowa, NJ · Est. 2017

AUM: $374M
Per adviser: $23M
Advisers: 16

Baron Financial Group LLC

Fair Lawn, NJ · Est. 2007

AUM: $369M
Per adviser: $74M
Advisers: 5

No reported disclosures

Aca/Prudent Investors Planning Corporation

Green Brook, NJ · Est. 1999

AUM: $351M
Per adviser: $176M
Advisers: 2

No reported disclosures

Credit Capital Investments

Livingston, NJ · Est. 2012

AUM: $351M
Per adviser: $50M
Advisers: 7

No reported disclosures

Oakbourne Advisors

Berkeley Heights, NJ · Est. 2021

AUM: $348M
Per adviser: $43M
Advisers: 8

No reported disclosures

Smallwood Wealth Management

Red Bank, NJ · Est. 2017

AUM: $339M
Per adviser: $68M
Advisers: 5

No reported disclosures

Seix Clo Management LLC

Park Ridge, NJ · Est. 2016

AUM: $336M
Per adviser: $34M
Advisers: 10

No reported disclosures

Investment Partners Asset Management

Metuchen, NJ · Est. 2003

AUM: $333M
Per adviser: $56M
Advisers: 6

No reported disclosures

The Hogan-Knotts Financial Group, INC.

Red Bank, NJ · Est. 1989

AUM: $332M
Per adviser: $83M
Advisers: 4

No reported disclosures

Shore Point Advisors, LLC

Brielle, NJ · Est. 2021

AUM: $328M
Per adviser: $82M
Advisers: 4

No reported disclosures

Eks Associates

Princeton, NJ · Est. 2014

AUM: $324M
Per adviser: $108M
Advisers: 3

No reported disclosures

Talara Capital Management, LLC

Montclair, NJ · Est. 2012

AUM: $318M
Per adviser: $159M
Advisers: 2

No reported disclosures

Redwood Wealth Management Group, LLC

Medford, NJ · Est. 2015

AUM: $317M
Per adviser: $106M
Advisers: 3

No reported disclosures

Salvus Wealth Management, LLC

Red Bank, NJ · Est. 2019

AUM: $316M
Per adviser: $53M
Advisers: 6

No reported disclosures

Tenon Financial

Metuchen, NJ · Est. 2023

AUM: $316M
Per adviser: $105M
Advisers: 3

No reported disclosures

Covington & Associates, INC.

Westfield, NJ · Est. 2001

AUM: $308M
Per adviser: $103M
Advisers: 3

No reported disclosures

Kevin M. Gibney And Company, LLC

Iselin, NJ · Est. 2009

AUM: $307M
Per adviser: $153M
Advisers: 2

No reported disclosures

Beckerman Wealth

Ocean Grove, NJ · Est. 2021

AUM: $303M
Per adviser: $76M
Advisers: 4

No reported disclosures

Concord Management Services, LLC

Summit, NJ · Est. 2019

AUM: $301M
Per adviser: $151M
Advisers: 2

No reported disclosures

Summit Place Financial Advisors, LLC

Summit, NJ · Est. 2015

AUM: $300M
Per adviser: $75M
Advisers: 4

No reported disclosures

Stern Capital Management, INC.

Old Bridge, NJ · Est. 2017

AUM: $298M
Per adviser: $99M
Advisers: 3

No reported disclosures

Mercator Partners

Princeton, NJ · Est. 2022

AUM: $298M
Per adviser: $74M
Advisers: 4

No reported disclosures

Tap Root Capital Management LP

Summit, NJ · Est. 2025

AUM: $297M
Per adviser: $37M
Advisers: 8

No reported disclosures

High Trail Capital

Hoboken, NJ · Est. 2020

AUM: $297M
Per adviser: $148M
Advisers: 2

No reported disclosures

Bluefin Financial

Moorestown, NJ · Est. 2018

AUM: $290M
Per adviser: $97M
Advisers: 3

No reported disclosures

Aiga Capital Partners LLC

Jersey City, NJ · Est. 2025

AUM: $289M
Per adviser: $48M
Advisers: 6

No reported disclosures

West Horizon Capital

Princeton, NJ · Est. 2025

AUM: $283M
Per adviser: $283M
Advisers: 1

No reported disclosures

Tandem Capital Management, INC.

Woodcliff Lake, NJ · Est. 1991

AUM: $280M
Per adviser: $93M
Advisers: 3

No reported disclosures

Buckman Advisory Group LLC

Little Silver, NJ · Est. 2004

AUM: $277M
Per adviser: $18M
Advisers: 15

Kubhera Enterprises LLC

Princeton, NJ · Est. 2018

AUM: $276M
Per adviser: $69M
Advisers: 4

No reported disclosures

Financial Futures

Brielle, NJ · Est. 2021

AUM: $270M
Per adviser: $68M
Advisers: 4

No reported disclosures

Byrne Asset Management, LLC

Kingston, NJ · Est. 2003

AUM: $269M
Per adviser: $54M
Advisers: 5

No reported disclosures

Astra Wealth Partners

Jersey City, NJ · Est. 2022

AUM: $268M
Per adviser: $89M
Advisers: 3

No reported disclosures

Revel Wealth Management

Teaneck, NJ · Est. 2026

AUM: $259M
Per adviser: $129M
Advisers: 2

No reported disclosures

Corrado Advisors, LLC

Ramsey, NJ · Est. 1999

AUM: $253M
Per adviser: $51M
Advisers: 5

No reported disclosures

Talisman Wealth Advisors, LLC

Mountainside, NJ · Est. 2021

AUM: $251M
Per adviser: $126M
Advisers: 2

No reported disclosures

Masters Legacy Planning

Linwood, NJ · Est. 2018

AUM: $248M
Per adviser: $124M
Advisers: 2

No reported disclosures

Bpp Wealth Solutions, LLC

Basking Ridge, NJ · Est. 2013

AUM: $247M
Per adviser: $62M
Advisers: 4

No reported disclosures

Global Wealth Management, LLC

Kingston, NJ · Est. 2010

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Merrion Investment Management Co, LLC

Cranford, NJ · Est. 2006

AUM: $245M
Per adviser: $82M
Advisers: 3

No reported disclosures

Gulfstream Cm, LLC

Summit, NJ · Est. 2013

AUM: $244M
Per adviser: $61M
Advisers: 4

No reported disclosures

Evergreen Capital Associates LLC

Plainsboro, NJ · Est. 2023

AUM: $244M
Per adviser: $16M
Advisers: 15

No reported disclosures

Delta Capital Management LLC

Red Bank, NJ · Est. 2005

AUM: $240M
Per adviser: $80M
Advisers: 3

No reported disclosures

Alexander Capital Wealth Management LLC

Red Bank, NJ · Est. 2018

AUM: $238M
Per adviser: $7M
Advisers: 35

No reported disclosures

Leicht Financial Planning And Wealth Management

Parsippany, NJ · Est. 2014

AUM: $237M
Per adviser: $237M
Advisers: 1

No reported disclosures

Heritage Financial Counselors, LLC

Bedminster, NJ · Est. 2017

AUM: $236M
Per adviser: $59M
Advisers: 4

No reported disclosures

Geneva Financial Group

Lakewood, NJ · Est. 2024

AUM: $234M
Per adviser: $234M
Advisers: 1

No reported disclosures

Chadler Investment Advisory Solutions, LLC

Fairfield, NJ · Est. 2016

AUM: $232M
Per adviser: $116M
Advisers: 2

No reported disclosures

Aljen Asset Management LLC

Cedar Knolls, NJ · Est. 2024

AUM: $230M
Per adviser: $115M
Advisers: 2

No reported disclosures

Grantvest Financial Group LLC

Matawan, NJ · Est. 2024

AUM: $230M
Per adviser: $46M
Advisers: 5

No reported disclosures

Podell Financial Group LLC

Fairfield, NJ · Est. 2023

AUM: $228M
Per adviser: $57M
Advisers: 4

No reported disclosures

Sandro Wealth Management LLC

Fairfield, NJ · Est. 2024

AUM: $228M
Per adviser: $21M
Advisers: 11

No reported disclosures

Vaughan And Company Securities, INC.

Ridgewood, NJ · Est. 2020

AUM: $219M
Per adviser: $55M
Advisers: 4

Locker Financial Services, LLC

Verona, NJ · Est. 2020

AUM: $214M
Per adviser: $107M
Advisers: 2

No reported disclosures

Oze Capital LLC

Florham Park, NJ · Est. 2023

AUM: $214M
Per adviser: $43M
Advisers: 5

No reported disclosures

Sacks & Associates, LLC

Warren, NJ · Est. 2015

AUM: $213M
Per adviser: $71M
Advisers: 3

No reported disclosures

Bravias Financial

Iselin, NJ · Est. 2023

AUM: $212M
Per adviser: $30M
Advisers: 7

No reported disclosures

Kdt Advisors, LLC

Princeton, NJ · Est. 2017

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

White Knight Strategic Wealth Advisors, LLC

Lawrenceville, NJ · Est. 2019

AUM: $207M
Per adviser: $41M
Advisers: 5

No reported disclosures

Monimus Capital Management, LP

Woodbridge, NJ · Est. 2020

AUM: $204M
Per adviser: $68M
Advisers: 3

No reported disclosures

New Horizons Wealth Management

Cedar Knolls, NJ · Est. 2023

AUM: $203M
Per adviser: $51M
Advisers: 4

No reported disclosures

Paradigm Wealth Advisory LLC

Bridgewater, NJ · Est. 2016

AUM: $201M
Per adviser: $20M
Advisers: 10

No reported disclosures

Weingarten Associates, L.L.C.

Lawrenceville, NJ · Est. 2022

AUM: $200M
Per adviser: $200M
Advisers: 1

No reported disclosures

Tandem Investment Partners, LLC

Bordentown, NJ · Est. 2021

AUM: $200M
Per adviser: $50M
Advisers: 4

No reported disclosures

Tranquilli Financial Advisor, LLC

Clinton, NJ · Est. 2018

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Copper Beech Financial Group, LLC

Moorestown, NJ · Est. 2021

AUM: $197M
Per adviser: $49M
Advisers: 4

No reported disclosures

Bautis Financial, LLC

Montclair, NJ · Est. 2024

AUM: $197M
Per adviser: $99M
Advisers: 2

No reported disclosures

Friedenthal Financial, LLC

Marlton, NJ · Est. 2013

AUM: $196M
Per adviser: $49M
Advisers: 4

No reported disclosures

Tepp Wealth Management

Westfield, NJ · Est. 2024

AUM: $196M
Per adviser: $65M
Advisers: 3

No reported disclosures

High Point Wealth Management, LLC

Chester, NJ · Est. 2024

AUM: $193M
Per adviser: $96M
Advisers: 2

No reported disclosures

Cadia Private Client LLC

Parsippany, NJ · Est. 2025

AUM: $193M
Per adviser: $96M
Advisers: 2

No reported disclosures

Excel Capital Management Corp

Warren, NJ · Est. 2022

AUM: $193M
Per adviser: $96M
Advisers: 2

No reported disclosures

Lord Abbett Fif Advisor LLC

Jersey City, NJ · Est. 2024

AUM: $190M
Per adviser: $996,873.764
Advisers: 191

No reported disclosures

Om Advisers LP

Summit, NJ · Est. 2020

AUM: $189M
Per adviser: $189M
Advisers: 1

No reported disclosures

Liftpoint Family Wealth Advisors, LLC

Far Hills, NJ · Est. 2025

AUM: $188M
Per adviser: $94M
Advisers: 2

No reported disclosures

S.F. Ehrlich Associates, INC.

Cranford, NJ · Est. 2018

AUM: $186M
Per adviser: $93M
Advisers: 2

Ahara Advisors

Jersey City, NJ · Est. 2024

AUM: $185M
Per adviser: $93M
Advisers: 2

No reported disclosures

Emissary Wealth

Hackensack, NJ · Est. 2021

AUM: $185M
Per adviser: $46M
Advisers: 4

No reported disclosures

Halberstadt Financial Consultants INC

Princeton, NJ · Est. 2000

AUM: $185M
Per adviser: $62M
Advisers: 3

No reported disclosures

Pcb Capital LLC

East Brunswick, NJ · Est. 2025

AUM: $185M
Per adviser: $62M
Advisers: 3

No reported disclosures

Anchored Financial Planning LLC

West Deptford, NJ · Est. 2025

AUM: $183M
Per adviser: $91M
Advisers: 2

No reported disclosures

Roxbury Financial

Mount Arlington, NJ · Est. 2024

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Woloshin Investment Management, LLC

Medford, NJ · Est. 2022

AUM: $180M
Per adviser: $60M
Advisers: 3

Sfi Advisors, LLC

Montclair, NJ · Est. 2017

AUM: $176M
Per adviser: $29M
Advisers: 6

No reported disclosures

Philadelphia Investment Partners, LLC

Voorhees, NJ · Est. 2025

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

The Pillar Strategies

Flemington, NJ · Est. 2013

AUM: $175M
Per adviser: $58M
Advisers: 3

No reported disclosures

Zynergy Retirement Planning

Red Bank, NJ · Est. 2023

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Davidson Wealth Management LLC

Forked River, NJ · Est. 2010

AUM: $172M
Per adviser: $57M
Advisers: 3

No reported disclosures

Genesis Financial Group, LLC

Paramus, NJ · Est. 2025

AUM: $171M
Per adviser: $171M
Advisers: 1

No reported disclosures

Leatherback Investments LLC

Lakewood, NJ · Est. 2024

AUM: $170M
Per adviser: $85M
Advisers: 2

No reported disclosures

Michael J. Porro & Co. Financial Advisors, INC.

Old Tappan, NJ · Est. 2024

AUM: $169M
Per adviser: $84M
Advisers: 2

No reported disclosures

Stolzer Rothschild Levy LLC

Basking Ridge, NJ · Est. 2025

AUM: $166M
Per adviser: $83M
Advisers: 2

No reported disclosures

Rdm Capital Associates INC

Red Bank, NJ · Est. 2024

AUM: $164M
Per adviser: $55M
Advisers: 3

No reported disclosures

Taurus Financial

Jersey City, NJ · Est. 2026

AUM: $162M
Per adviser: $54M
Advisers: 3

No reported disclosures

Jeffrey Matthews Wealth Management, LLC

Florham Park, NJ · Est. 2025

AUM: $162M
Per adviser: $12M
Advisers: 14

Kensington Financial Advisors LLC

Roseland, NJ · Est. 2005

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Personal Financial Solutions, LLC

Manasquan, NJ · Est. 2021

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Diversified Planning Strategies Advisors LLC

Roseland, NJ · Est. 2026

AUM: $154M
Per adviser: $39M
Advisers: 4

No reported disclosures

Lexington Capital Management LP

Lakewood, NJ · Est. 2025

AUM: $153M
Per adviser: $22M
Advisers: 7

No reported disclosures

East Coast Wealth Management, INC.

Florham Park, NJ · Est. 2025

AUM: $153M
Per adviser: $76M
Advisers: 2

No reported disclosures

Shapiro Financial Security Group, INC.

Hazlet, NJ · Est. 2021

AUM: $153M
Per adviser: $76M
Advisers: 2

No reported disclosures

Leo Fund Services, LLC

Edison, NJ · Est. 2012

AUM: $151M
Per adviser: $30M
Advisers: 5

No reported disclosures

Veteri Place Corporation

Parsippany, NJ · Est. 2014

AUM: $151M
Per adviser: $75M
Advisers: 2

No reported disclosures

191 Godwin Associates, INC. D/B/A Godwin Capital Management

Wyckoff, NJ · Est. 2022

AUM: $150M
Per adviser: $150M
Advisers: 1

No reported disclosures

Stembrook Asset Management, LLC

Red Bank, NJ · Est. 2025

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Mfg Investments, LLC

Medford, NJ · Est. 2025

AUM: $146M
Per adviser: $29M
Advisers: 5

No reported disclosures

Gci Financial Group

Mendham, NJ · Est. 2024

AUM: $145M
Per adviser: $48M
Advisers: 3

No reported disclosures

Asset Management Consulting Services, INC.

Livingston, NJ · Est. 2003

AUM: $144M
Per adviser: $72M
Advisers: 2

No reported disclosures

Private Client Group Asset Management

Gladstone, NJ · Est. 2022

AUM: $143M
Per adviser: $29M
Advisers: 5

No reported disclosures

Millington Securities, LLC

Red Bank, NJ · Est. 2010

AUM: $141M
Per adviser: $35M
Advisers: 4

No reported disclosures

Omega Capital Management, LLC

Flanders, NJ · Est. 2021

AUM: $140M
Per adviser: $140M
Advisers: 1

No reported disclosures

Sustainvest Asset Management, LLC

Linwood, NJ · Est. 2025

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Tsg Alpha Partners, LLC

Old Bridge, NJ · Est. 2025

AUM: $135M
Per adviser: $15M
Advisers: 9

Haddonfield Financial Planning LLC

Haddonfield, NJ · Est. 2025

AUM: $135M
Per adviser: $45M
Advisers: 3

No reported disclosures

Hudson Oak Wealth Advisory LLC

Hoboken, NJ · Est. 2025

AUM: $134M
Per adviser: $134M
Advisers: 1

No reported disclosures

Lumida Wealth Management LLC

Wayne, NJ · Est. 2022

AUM: $133M
Per adviser: $33M
Advisers: 4

No reported disclosures

Geremia Financial Services, LLC

Edison, NJ · Est. 2025

AUM: $132M
Per adviser: —
Advisers: —

No reported disclosures

Teplitz Financial Group LLC

Old Bridge, NJ · Est. 2022

AUM: $132M
Per adviser: $132M
Advisers: 1

No reported disclosures

Stawnychy Financial Services, INC.

Kinnelon, NJ · Est. 2025

AUM: $131M
Per adviser: $131M
Advisers: 1

No reported disclosures

Family Wealth Partners LLC

Medford, NJ · Est. 2026

AUM: $131M
Per adviser: $65M
Advisers: 2

No reported disclosures

Align Advisor Group, LLC

Vineland, NJ · Est. 2025

AUM: $128M
Per adviser: $64M
Advisers: 2

No reported disclosures

Rilex Capital LLC

Manasquan, NJ · Est. 2026

AUM: $124M
Per adviser: $124M
Advisers: 1

No reported disclosures

Tc Financial Management, Co INC.

Margate City, NJ · Est. 2025

AUM: $123M
Per adviser: $61M
Advisers: 2

No reported disclosures

Wp Asset Management

Bedminster, NJ · Est. 2022

AUM: $121M
Per adviser: $40M
Advisers: 3

No reported disclosures

The Wealth Boutique

Chester, NJ · Est. 2024

AUM: $121M
Per adviser: $11M
Advisers: 11

No reported disclosures

Altman Investment Management LLC

Princeton, NJ · Est. 2001

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures

Aem Asset Management, LLC

Somerset, NJ · Est. 2020

AUM: $118M
Per adviser: $59M
Advisers: 2

No reported disclosures

Ciro Capital LLC

Jersey City, NJ · Est. 2026

AUM: $117M
Per adviser: $59M
Advisers: 2

First Light Wealth Advisors, LLC

Little Falls, NJ · Est. 2026

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Palante Wealth Advisors, LLC

Pennington, NJ · Est. 2026

AUM: $116M
Per adviser: $39M
Advisers: 3

No reported disclosures

Compass Private Wealth Group LLC

Short Hills, NJ · Est. 2025

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Mk3 Wealth LLC

Cherry Hill, NJ · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Garden State Retirement Specialists, LLC

Red Bank, NJ · Est. 2025

AUM: $109M
Per adviser: $55M
Advisers: 2

No reported disclosures

Castle Financial & Retirement Planning Associates INC

Fair Haven, NJ · Est. 2014

AUM: $108M
Per adviser: $108M
Advisers: 1

No reported disclosures

Bergamot Asset Management LP

Princeton, NJ · Est. 2026

AUM: $106M
Per adviser: $35M
Advisers: 3

No reported disclosures

Md Wealth Advisors INC

Cranford, NJ · Est. 2026

AUM: $105M
Per adviser: $105M
Advisers: 1

No reported disclosures

Millstone Financial Group

Princeton, NJ · Est. 2026

AUM: $104M
Per adviser: $17M
Advisers: 6

No reported disclosures

Victory Wealth Partners

Mullica Hill, NJ · Est. 1990

AUM: $102M
Per adviser: $20M
Advisers: 5

No reported disclosures

Valhum Asset Management, LLC

Upper Saddle River, NJ · Est. 2022

AUM: $100M
Per adviser: $100M
Advisers: 1

No reported disclosures

Pegasus Group, LLC

Morristown, NJ · Est. 2001

AUM: $91M
Per adviser: $46M
Advisers: 2

No reported disclosures

Comprehensive Capital Management, INC.

Totowa, NJ · Est. 2002

AUM: $78M
Per adviser: $9M
Advisers: 9

Active Wealth Advisors

Woodcliff Lake, NJ · Est. 2025

AUM: $75M
Per adviser: $75M
Advisers: 1

No reported disclosures

Groesbeck Investment Management Corp

Paramus, NJ · Est. 1993

AUM: $55M
Per adviser: $55M
Advisers: 1

No reported disclosures

Alooola

Kingston, NJ · Est. 2024

AUM: $51M
Per adviser: $17M
Advisers: 3

No reported disclosures

Byron Place Capital Management, LLC

Metuchen, NJ · Est. 2024

AUM: $48M
Per adviser: $48M
Advisers: 1

No reported disclosures

Yorkville America Equities, LLC

Mountainside, NJ · Est. 2025

AUM: $43M
Per adviser: $21M
Advisers: 2

Goose Hollow Capital Management LLC

Tenafly, NJ · Est. 2021

AUM: $41M
Per adviser: $21M
Advisers: 2

No reported disclosures

Grand Slam Asset Management, LLC

Englewood Cliffs, NJ · Est. 2012

AUM: $35M
Per adviser: $18M
Advisers: 2

No reported disclosures

Gms Group

East Hanover, NJ · Est. 2022

AUM: $20M
Per adviser: $5M
Advisers: 4

Ryan Heritage, LLP

Saddle Brook, NJ · Est. 2021

AUM: $19M
Per adviser: $6M
Advisers: 3

No reported disclosures

Bluevine Advisory LLC

Jersey City, NJ · Est. 2023

AUM: $9M
Per adviser: $9M
Advisers: 1

No reported disclosures

Acorn Asset Management LLC

Princeton, NJ · Est. 2026

AUM: $7M
Per adviser: $7M
Advisers: 1

No reported disclosures

Pioneer Advisory LLC

Jersey City, NJ · Est. 2025

AUM: $94,783
Per adviser: $94,783
Advisers: 1

No reported disclosures

Steffens Financial Corp

Byram Township, NJ · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Tomoro

Colts Neck, NJ · Est. 2026

AUM: —
Per adviser: —
Advisers: 11

No reported disclosures

Logiq Capital LLC

Englewood, NJ · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Integrous Wealth Strategies

Hamilton, NJ · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Lord Abbett Clo Management LP

Jersey City, NJ · Est. 2024

AUM: —
Per adviser: —
Advisers: 191

No reported disclosures

Curcio Webb LLC

Lawrenceville, NJ · Est. 1999

AUM: —
Per adviser: —
Advisers: 7

No reported disclosures

Income Discovery

Liberty Corner, NJ · Est. 2011

AUM: —
Per adviser: —
Advisers: 10

No reported disclosures

Bellwether Consulting LLC

Millburn, NJ · Est. 2001

AUM: —
Per adviser: —
Advisers: 8

No reported disclosures

Private Advisor Network, LLC

Morristown, NJ · Est. 2018

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Pruco Securities, LLC

Newark, NJ · Est. 1996

AUM: —
Per adviser: —
Advisers: 4

Pgim Real Estate Advisors LLC

Newark, NJ · Est. 2023

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Flight Line Financial, LLC

Princeton, NJ · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Pionex Investments INC.

Princeton, NJ · Est. 2022

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Hartshorne Group, LLC

Red Bank, NJ · Est. 2009

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Ernst & Young Investment Advisers LLP

Secaucus, NJ · Est. 1995

AUM: —
Per adviser: —
Advisers: 140

No reported disclosures

Csi Group Advisors, LLC

Wall Township, NJ · Est. 2025