Research Report · 2026-06-30
Largest Registered Investment Advisers in New Jersey
New Jersey SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
391
Total AUM
$6.04T
Median AUM
$456.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | PGIM, INC. | NEWARK | 105676 | $1.13T | 1,990 | 2026-04-30 | → |
| 2 | MANAGED ACCOUNT ADVISORS LLC | JERSEY CITY | 142558 | $994.99B | 61 | 2026-06-30 | → |
| 3 | UBS FINANCIAL SERVICES INC. | WEEHAWKEN | 8174 | $915.79B | 12,524 | 2026-06-30 | → |
| 4 | BLACKROCK INVESTMENT MANAGEMENT, LLC | PRINCETON | 108928 | $676.69B | 1,589 | 2026-06-30 | → |
| 5 | METLIFE INVESTMENT MANAGEMENT, LLC | WHIPPANY | 142463 | $563.78B | 956 | 2026-05-31 | → |
| 6 | PGIM INVESTMENTS LLC | NEWARK | 105670 | $344.84B | 458 | 2026-05-31 | → |
| 7 | LORD, ABBETT & CO. LLC | JERSEY CITY | 110391 | $270.39B | 821 | 2025-12-31 | → |
| 8 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | JERSEY CITY | 150088 | $121.05B | 419 | 2026-06-30 | → |
| 9 | PGIM QUANTITATIVE SOLUTIONS LLC | NEWARK | 129752 | $110.95B | 147 | 2026-03-31 | → |
| 10 | PATHSTONE FAMILY OFFICE, LLC | ENGLEWOOD | 151736 | $110.30B | 704 | 2026-03-31 | → |
| 11 | CONCORD ADVISORY GROUP LTD | PRINCETON | 107291 | $46.19B | 34 | 2026-03-31 | → |
| 12 | PRIVATE ADVISOR GROUP, LLC | MORRISTOWN | 155216 | $44.33B | 674 | 2026-06-30 | → |
| 13 | FRANKLIN MUTUAL ADVISERS, LLC | SHORT HILLS | 111376 | $42.59B | 52 | 2025-12-31 | → |
| 14 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | SUMMIT | 155020 | $33.39B | 95 | 2026-04-30 | → |
| 15 | HARDING LOEVNER LP | BRIDGEWATER | 104543 | $32.06B | 104 | 2026-03-31 | → |
| 16 | ONEX CREDIT PARTNERS, LLC | ENGLEWOOD CLIFFS | 138941 | $30.14B | 80 | 2026-05-31 | → |
| 17 | JACOBS LEVY EQUITY MANAGEMENT INC | FLORHAM PARK | 107022 | $28.01B | 70 | 2026-04-30 | → |
| 18 | PGIM MULTI-ASSET SOLUTIONS LLC | NEWARK | 136274 | $26.26B | 39 | 2025-03-31 | → |
| 19 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | NEWARK | 106442 | $24.44B | 290 | 2026-03-31 | → |
| 20 | ADP STRATEGIC PLAN SERVICES, LLC | ROSELAND | 286555 | $23.78B | 13 | 2026-06-30 | → |
| 21 | PRUDENTIAL SELECT STRATEGIES LLC | NEWARK | 286153 | $22.78B | 64 | 2026-03-31 | → |
| 22 | SUMMIT FINANCIAL, LLC | PARSIPPANY | 299322 | $22.47B | 490 | 2026-03-31 | → |
| 23 | APPALOOSA LP | SHORT HILLS | 281909 | $20.40B | 21 | 2026-03-31 | → |
| 24 | MODERA WEALTH MANAGEMENT, LLC | WESTWOOD | 155649 | $17.68B | 238 | 2026-06-30 | → |
| 25 | BLEAKLEY FINANCIAL GROUP, LLC | PARSIPPANY | 318366 | $15.13B | 205 | 2026-04-30 | → |
| 26 | CIRCLE WEALTH MANAGEMENT, LLC | SUMMIT | 142878 | $14.07B | 23 | 2026-04-30 | → |
| 27 | ADVISORS CAPITAL MANAGEMENT, LLC | RIDGEWOOD | 112266 | $12.20B | 103 | 2026-03-31 | → |
| 28 | HONEYWELL CAPITAL MANAGEMENT LLC | MORRIS PLAINS | 109537 | $12.19B | 17 | 2025-03-31 | → |
| 29 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | CHATHAM | 164409 | $9.86B | 5 | 2026-02-28 | → |
| 30 | SIMON QUICK ADVISORS, LLC | MORRISTOWN | 132330 | $9.01B | 97 | 2026-03-31 | → |
| 31 | SKYVIEW INVESTMENT ADVISORS, LLC | SHREWSBURY | 286353 | $8.32B | 21 | 2026-03-31 | → |
| 32 | CHATHAM ASSET MANAGEMENT, LLC | CHATHAM | 157517 | $8.27B | 37 | 2026-03-31 | → |
| 33 | PGIM CUSTOM HARVEST LLC | NEWARK | 290235 | $6.90B | 68 | 2026-05-31 | → |
| 34 | PGIM DC SOLUTIONS LLC | NEWARK | 318800 | $6.90B | 66 | 2026-05-31 | → |
| 35 | PRYSM CAPITAL, L.P. | PRINCETON | 304961 | $6.86B | 14 | 2026-03-31 | → |
| 36 | NPPG PLAN PROFESSIONALS, LLC | SHREWSBURY | 324646 | $6.27B | 2 | 2026-05-31 | → |
| 37 | W. H. REAVES & CO., INC. | JERSEY CITY | 3140 | $5.94B | 21 | 2026-02-28 | → |
| 38 | ZAIS GROUP LLC | HOLMDEL | 108371 | $5.26B | 46 | 2026-06-30 | → |
| 39 | EDGESTREAM PARTNERS, L.P. | PRINCETON | 166338 | $4.89B | 40 | 2026-03-31 | → |
| 40 | STAR ASIA MANAGEMENT LLC | MOUNT LAUREL | 162365 | $4.81B | 4 | 2026-04-30 | → |
| 41 | BC ADVISORS, LLC | MT. LAUREL | 142982 | $4.73B | 7 | 2026-03-31 | → |
| 42 | JOURNEY STRATEGIC WEALTH LLC | SUMMIT | 310648 | $4.64B | 31 | 2026-03-31 | → |
| 43 | 1932 INVESTMENT MANAGEMENT, LLC | NEWARK | 337619 | $4.60B | 6 | 2026-05-31 | → |
| 44 | BEACON INVESTMENT ADVISORY SERVICES, INC. | MORRISTOWN | 226547 | $4.44B | 51 | 2026-03-31 | → |
| 45 | SIMPLICITY WEALTH LLC | SUMMIT | 300572 | $4.27B | 424 | 2026-04-30 | → |
| 46 | SYSTEMATIC FINANCIAL MANAGEMENT LP | TEANECK | 106146 | $4.21B | 22 | 2026-03-31 | → |
| 47 | FORZA INVESTMENT GROUP, LP | SUMMIT | 329156 | $3.94B | 12 | 2026-05-31 | → |
| 48 | HV MANCO, LLC | NEWARK | 315050 | $3.88B | 45 | 2026-03-31 | → |
| 49 | PALISADE CAPITAL MANAGEMENT, LP | FORT LEE | 104581 | $3.86B | 42 | 2026-05-31 | → |
| 50 | WATERMARK GROUP, INC. | PRINCETON | 108272 | $3.82B | 22 | 2026-04-30 | → |
| 51 | SAX WEALTH ADVISORS, LLC | PARSIPPANY | 119193 | $3.60B | 39 | 2026-06-30 | → |
| 52 | SYSTEMATIC ALPHA INVESTMENTS, LLC | PRINCETON | 297693 | $3.49B | 1 | 2026-03-31 | → |
| 53 | LEO WEALTH, LLC | EDISON | 283891 | $3.21B | 40 | 2026-06-30 | → |
| 54 | SOLUS ALTERNATIVE ASSET MANAGEMENT LP | SUMMIT | 144155 | $3.19B | 25 | 2026-03-31 | → |
| 55 | CONVERSANT CAPITAL LLC | SUMMIT | 308201 | $3.12B | 19 | 2026-03-31 | → |
| 56 | LANDSCAPE CAPITAL MANAGEMENT LLC | ENGLEWOOD | 165336 | $3.03B | 10 | 2026-03-31 | → |
| 57 | HUDSON EDGE INVESTMENT PARTNERS, INC. | JERSEY CITY | 104870 | $2.95B | 16 | 2026-04-30 | → |
| 58 | TRANSCEND CAPITAL ADVISORS, LLC | MADISON | 299723 | $2.91B | 39 | 2026-03-31 | → |
| 59 | RMR WEALTH BUILDERS, INC. | MONTCLAIR | 169005 | $2.89B | 64 | 2026-04-30 | → |
| 60 | ABNER HERRMAN & BROCK, LLC | JERSEY CITY | 8517 | $2.74B | 13 | 2026-06-30 | → |
| 61 | CFS INVESTMENT ADVISORY SERVICES LLC | TOTOWA | 106577 | $2.73B | 13 | 2026-03-31 | → |
| 62 | VALLEY WEALTH MANAGERS, INC. | PARAMUS | 108879 | $2.69B | 54 | 2026-03-31 | → |
| 63 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | MARLTON | 173995 | $2.67B | 37 | 2026-03-31 | → |
| 64 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | RED BANK | 158332 | $2.34B | 13 | 2026-03-31 | → |
| 65 | RSW INVESTMENTS HOLDINGS, LLC | SUMMIT | 302023 | $2.30B | 10 | 2026-03-31 | → |
| 66 | TLG ADVISORS, INC. | SUMMIT | 111052 | $2.30B | 290 | 2026-03-31 | → |
| 67 | TRAPHAGEN INVESTMENT ADVISORS LLC | ORADELL | 107764 | $2.28B | 18 | 2026-03-31 | → |
| 68 | PASSAIC PARTNERS LLC | NEWARK | 313290 | $2.24B | 9 | 2026-03-31 | → |
| 69 | CONDOR CAPITAL MANAGEMENT | MARTINSVILLE | 104920 | $2.18B | 31 | 2026-03-31 | → |
| 70 | ROUNDVIEW CAPITAL, LLC | PRINCETON | 148083 | $2.13B | 13 | 2026-05-31 | → |
| 71 | IC ADVISORY SERVICES, INC. | BEDMINSTER | 140190 | $2.06B | 220 | 2025-03-31 | → |
| 72 | WASHINGTON CROSSING ADVISORS LLC | MORRISTOWN | 281511 | $2.03B | 10 | 2026-04-30 | → |
| 73 | BLACKHILL CAPITAL, INC | MORRISTOWN | 105208 | $2.00B | 4 | 2026-03-31 | → |
| 74 | BLUEPRINT CAPITAL ADVISORS LLC | SHORT HILLS | 282327 | $1.79B | 8 | 2026-03-31 | → |
| 75 | WORLD INVESTMENTS, INC. | LINCROFT | 20626 | $1.73B | 217 | 2025-10-31 | → |
| 76 | PRINCETON EQUITY ADVISORS, LP | PRINCETON | 310405 | $1.72B | 25 | 2026-03-31 | → |
| 77 | SEELAUS ASSET MANAGEMENT, LLC | CHATHAM | 149582 | $1.70B | 29 | 2026-03-31 | → |
| 78 | CRA FINANCIAL SERVICES, L.L.C. | NORTHFIELD | 124004 | $1.69B | 14 | 2026-05-31 | → |
| 79 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | FAIRFIELD | 128199 | $1.66B | 14 | 2026-03-31 | → |
| 80 | PERSONAL CFO SOLUTIONS LLC | CHESTER | 158248 | $1.65B | 18 | 2026-03-31 | → |
| 81 | COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | SHORT HILLS | 158336 | $1.61B | 18 | 2026-03-31 | → |
| 82 | METAURUS ADVISORS LLC | HOBOKEN | 314425 | $1.58B | 8 | 2026-03-31 | → |
| 83 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | MOUNT LAUREL | 313210 | $1.54B | 9 | 2026-03-31 | → |
| 84 | REVOLVE WEALTH PARTNERS, LLC | HACKENSACK | 286643 | $1.42B | 20 | 2026-06-30 | → |
| 85 | LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON | 336824 | $1.40B | 22 | 2026-06-30 | → |
| 86 | FIDELIS INVESTORS, LLC | CRANFORD | 306920 | $1.38B | 17 | 2026-06-30 | → |
| 87 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | JERSEY CITY | 332701 | $1.28B | 821 | 2025-12-31 | → |
| 88 | NEWPORT CAPITAL GROUP, LLC | RED BANK | 144442 | $1.28B | 18 | 2026-03-31 | → |
| 89 | MT ASSET MANAGEMENT, LLC | MATAWAN | 147381 | $1.24B | 9 | 2026-05-31 | → |
| 90 | ALTERNATIVE CAPITAL FUND MANAGEMENT LLC | ENGLEWOOD CLIFFS | 311532 | $1.24B | 13 | 2026-05-31 | → |
| 91 | OAKTOP CAPITAL MANAGEMENT II, L.P. | CHATHAM | 161896 | $1.23B | 3 | 2026-03-31 | → |
| 92 | PREMIER PATH WEALTH PARTNERS, LLC | MADISON | 325300 | $1.22B | 8 | 2026-05-31 | → |
| 93 | WISS PRIVATE CLIENT ADVISORS, LLC | FLORHAM PARK | 286319 | $1.22B | 12 | 2026-03-31 | → |
| 94 | HUDSON COVE CAPITAL MANAGEMENT LLC | JERSEY CITY | 283128 | $1.21B | 12 | 2026-03-31 | → |
| 95 | SIGNET FINANCIAL MANAGEMENT, LLC | PARSIPPANY | 105310 | $1.18B | 17 | 2026-03-31 | → |
| 96 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | RED BANK | 121496 | $1.11B | 9 | 2026-03-31 | → |
| 97 | NPA ASSET MANAGEMENT, LLC | FAIR LAWN | 131534 | $1.06B | 68 | 2026-03-31 | → |
| 98 | REVOLVERCAP MANAGEMENT, L.P. | TEANECK | 290377 | $1.05B | 4 | 2026-03-31 | → |
| 99 | DGS CAPITAL MANAGEMENT, LLC | JERSEY CITY | 281938 | $1.05B | 12 | 2026-03-31 | → |
| 100 | PRIVATE PORTFOLIO PARTNERS, LLC | PARAMUS | 165616 | $1.05B | 28 | 2025-03-31 | → |
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