Research Report · 2026-06-30
Institutional Registered Investment Advisers in New Jersey
SEC-registered investment advisers in New Jersey ranked by reported institutional client assets.
Firms
251
Total AUM
$5.53T
Median AUM
$534.4M
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 | METLIFE INVESTMENT MANAGEMENT, LLC | WHIPPANY | 142463 | $563.78B | 956 | 2026-05-31 | → |
| 3 | BLACKROCK INVESTMENT MANAGEMENT, LLC | PRINCETON | 108928 | $676.69B | 1,589 | 2026-06-30 | → |
| 4 | UBS FINANCIAL SERVICES INC. | WEEHAWKEN | 8174 | $915.79B | 12,524 | 2026-06-30 | → |
| 5 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | JERSEY CITY | 150088 | $121.05B | 419 | 2026-06-30 | → |
| 6 | MANAGED ACCOUNT ADVISORS LLC | JERSEY CITY | 142558 | $994.99B | 61 | 2026-06-30 | → |
| 7 | CONCORD ADVISORY GROUP LTD | PRINCETON | 107291 | $46.19B | 34 | 2026-03-31 | → |
| 8 | PGIM MULTI-ASSET SOLUTIONS LLC | NEWARK | 136274 | $26.26B | 39 | 2025-03-31 | → |
| 9 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | NEWARK | 106442 | $24.44B | 290 | 2026-03-31 | → |
| 10 | ADP STRATEGIC PLAN SERVICES, LLC | ROSELAND | 286555 | $23.78B | 13 | 2026-06-30 | → |
| 11 | PRUDENTIAL SELECT STRATEGIES LLC | NEWARK | 286153 | $22.78B | 64 | 2026-03-31 | → |
| 12 | JACOBS LEVY EQUITY MANAGEMENT INC | FLORHAM PARK | 107022 | $28.01B | 70 | 2026-04-30 | → |
| 13 | PGIM QUANTITATIVE SOLUTIONS LLC | NEWARK | 129752 | $110.95B | 147 | 2026-03-31 | → |
| 14 | LORD, ABBETT & CO. LLC | JERSEY CITY | 110391 | $270.39B | 821 | 2025-12-31 | → |
| 15 | HARDING LOEVNER LP | BRIDGEWATER | 104543 | $32.06B | 104 | 2026-03-31 | → |
| 16 | HONEYWELL CAPITAL MANAGEMENT LLC | MORRIS PLAINS | 109537 | $12.19B | 17 | 2025-03-31 | → |
| 17 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | CHATHAM | 164409 | $9.86B | 5 | 2026-02-28 | → |
| 18 | PATHSTONE FAMILY OFFICE, LLC | ENGLEWOOD | 151736 | $110.30B | 704 | 2026-03-31 | → |
| 19 | NPPG PLAN PROFESSIONALS, LLC | SHREWSBURY | 324646 | $6.27B | 2 | 2026-05-31 | → |
| 20 | SKYVIEW INVESTMENT ADVISORS, LLC | SHREWSBURY | 286353 | $8.32B | 21 | 2026-03-31 | → |
| 21 | 1932 INVESTMENT MANAGEMENT, LLC | NEWARK | 337619 | $4.60B | 6 | 2026-05-31 | → |
| 22 | SYSTEMATIC FINANCIAL MANAGEMENT LP | TEANECK | 106146 | $4.21B | 22 | 2026-03-31 | → |
| 23 | SIMPLICITY WEALTH LLC | SUMMIT | 300572 | $4.27B | 424 | 2026-04-30 | → |
| 24 | SUMMIT FINANCIAL, LLC | PARSIPPANY | 299322 | $22.47B | 490 | 2026-03-31 | → |
| 25 | PRIVATE ADVISOR GROUP, LLC | MORRISTOWN | 155216 | $44.33B | 674 | 2026-06-30 | → |
| 26 | PASSAIC PARTNERS LLC | NEWARK | 313290 | $2.24B | 9 | 2026-03-31 | → |
| 27 | PALISADE CAPITAL MANAGEMENT, LP | FORT LEE | 104581 | $3.86B | 42 | 2026-05-31 | → |
| 28 | MODERA WEALTH MANAGEMENT, LLC | WESTWOOD | 155649 | $17.68B | 238 | 2026-06-30 | → |
| 29 | BLUEPRINT CAPITAL ADVISORS LLC | SHORT HILLS | 282327 | $1.79B | 8 | 2026-03-31 | → |
| 30 | SEELAUS ASSET MANAGEMENT, LLC | CHATHAM | 149582 | $1.70B | 29 | 2026-03-31 | → |
| 31 | HUDSON EDGE INVESTMENT PARTNERS, INC. | JERSEY CITY | 104870 | $2.95B | 16 | 2026-04-30 | → |
| 32 | RMR WEALTH BUILDERS, INC. | MONTCLAIR | 169005 | $2.89B | 64 | 2026-04-30 | → |
| 33 | CIRCLE WEALTH MANAGEMENT, LLC | SUMMIT | 142878 | $14.07B | 23 | 2026-04-30 | → |
| 34 | MACD ADVISORS LLC | SUMMIT | 171905 | $1.03B | 1 | 2026-03-31 | → |
| 35 | CFS INVESTMENT ADVISORY SERVICES LLC | TOTOWA | 106577 | $2.73B | 13 | 2026-03-31 | → |
| 36 | SIMON QUICK ADVISORS, LLC | MORRISTOWN | 132330 | $9.01B | 97 | 2026-03-31 | → |
| 37 | NEWPORT CAPITAL GROUP, LLC | RED BANK | 144442 | $1.28B | 18 | 2026-03-31 | → |
| 38 | REDBLACK ADVISERS, INC. | ORADELL | 151692 | $823.6M | 7 | 2026-03-31 | → |
| 39 | BLEAKLEY FINANCIAL GROUP, LLC | PARSIPPANY | 318366 | $15.13B | 205 | 2026-04-30 | → |
| 40 | BLACKHILL CAPITAL, INC | MORRISTOWN | 105208 | $2.00B | 4 | 2026-03-31 | → |
| 41 | ADVISORS CAPITAL MANAGEMENT, LLC | RIDGEWOOD | 112266 | $12.20B | 103 | 2026-03-31 | → |
| 42 | VALLEY WEALTH MANAGERS, INC. | PARAMUS | 108879 | $2.69B | 54 | 2026-03-31 | → |
| 43 | ZAIS GROUP LLC | HOLMDEL | 108371 | $5.26B | 46 | 2026-06-30 | → |
| 44 | DRI CAPITAL (US), INC. | SHORT HILLS | 311678 | $520.1M | 10 | 2025-06-30 | → |
| 45 | BLUESHIFT ASSET MANAGEMENT, LLC | RED BANK | 290637 | $694.4M | 13 | 2026-03-31 | → |
| 46 | REEDMARK ADVISORS, LLC | SOMERVILLE | 173760 | $564.6M | 12 | 2026-03-31 | → |
| 47 | JAFFA CAPITAL MANAGEMENT LLC | CLIFTON | 325411 | $597.2M | 14 | 2026-03-31 | → |
| 48 | LANDSEER ADVISORS LLC | PRINCETON | 309937 | $415.2M | 5 | 2026-03-31 | → |
| 49 | ABNER HERRMAN & BROCK, LLC | JERSEY CITY | 8517 | $2.74B | 13 | 2026-06-30 | → |
| 50 | FIDELIS INVESTORS, LLC | CRANFORD | 306920 | $1.38B | 17 | 2026-06-30 | → |
| 51 | QUANTUM CAPITAL MANAGEMENT, LLC | NORTHFIELD | 111083 | $1.00B | 4 | 2026-03-31 | → |
| 52 | UNIO CAPITAL LLC | PRINCETON | 166483 | $691.5M | 8 | 2026-03-31 | → |
| 53 | BEACON INVESTMENT ADVISORY SERVICES, INC. | MORRISTOWN | 226547 | $4.44B | 51 | 2026-03-31 | → |
| 54 | CRA FINANCIAL SERVICES, L.L.C. | NORTHFIELD | 124004 | $1.69B | 14 | 2026-05-31 | → |
| 55 | BAYARD ASSET MANAGEMENT LLC | PRINCETON | 177515 | $397.3M | 4 | 2026-03-31 | → |
| 56 | SEABRIDGE INVESTMENT ADVISORS LLC | SUMMIT | 108681 | $771.2M | 12 | 2026-06-30 | → |
| 57 | LANDSCAPE CAPITAL MANAGEMENT LLC | ENGLEWOOD | 165336 | $3.03B | 10 | 2026-03-31 | → |
| 58 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | MARLTON | 173995 | $2.67B | 37 | 2026-03-31 | → |
| 59 | NPA ASSET MANAGEMENT, LLC | FAIR LAWN | 131534 | $1.06B | 68 | 2026-03-31 | → |
| 60 | PGIM CUSTOM HARVEST LLC | NEWARK | 290235 | $6.90B | 68 | 2026-05-31 | → |
| 61 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | RED BANK | 158332 | $2.34B | 13 | 2026-03-31 | → |
| 62 | TRAPHAGEN INVESTMENT ADVISORS LLC | ORADELL | 107764 | $2.28B | 18 | 2026-03-31 | → |
| 63 | SAX WEALTH ADVISORS, LLC | PARSIPPANY | 119193 | $3.60B | 39 | 2026-06-30 | → |
| 64 | ROUNDVIEW CAPITAL, LLC | PRINCETON | 148083 | $2.13B | 13 | 2026-05-31 | → |
| 65 | FRANKLIN MUTUAL ADVISERS, LLC | SHORT HILLS | 111376 | $42.59B | 52 | 2025-12-31 | → |
| 66 | CORNERSTONE PLANNING GROUP INC. | FAIRFIELD | 307189 | $951.8M | 21 | 2026-04-30 | → |
| 67 | MOUNTAIN HILL INVESTMENT PARTNERS | ATLANTIC HIGHLANDS | 175187 | $539.0M | 4 | 2026-05-31 | → |
| 68 | PRESTIGE WEALTH SERVICES GROUP, INC. | FLEMINGTON | 166641 | $175.2M | 4 | 2026-03-31 | → |
| 69 | LEATHERBACK INVESTMENTS LLC | LAKEWOOD | 299608 | $169.6M | 3 | 2026-03-31 | → |
| 70 | KEY CLIENT FIDUCIARY ADVISORS, LLC | FAIRFIELD | 298240 | $896.3M | 10 | 2026-03-31 | → |
| 71 | PORTFOLIO STRATEGIES INC NY | MONTVALE | 106942 | $1.02B | 11 | 2026-04-30 | → |
| 72 | WASHINGTON CROSSING ADVISORS LLC | MORRISTOWN | 281511 | $2.03B | 10 | 2026-04-30 | → |
| 73 | KDT ADVISORS, LLC | PRINCETON | 289816 | $210.4M | 5 | 2026-06-30 | → |
| 74 | BCG SECURITIES, INC. | CHERRY HILL | 70 | $894.2M | 55 | 2026-05-31 | → |
| 75 | OLIVER LUXXE ASSETS LLC | GLADSTONE | 169588 | $981.9M | 9 | 2026-03-31 | → |
| 76 | TLG ADVISORS, INC. | SUMMIT | 111052 | $2.30B | 290 | 2026-03-31 | → |
| 77 | DELTA CAPITAL MANAGEMENT LLC | RED BANK | 106248 | $240.2M | 4 | 2026-03-31 | → |
| 78 | BC ADVISORS, LLC | MT. LAUREL | 142982 | $4.73B | 7 | 2026-03-31 | → |
| 79 | HFM INVESTMENT ADVISORS, LLC | GLASSBORO | 289103 | $404.1M | 5 | 2026-03-31 | → |
| 80 | MCRAE CAPITAL MANAGEMENT INC. | MORRISTOWN | 104567 | $795.0M | 8 | 2026-03-31 | → |
| 81 | COVINGTON & ASSOCIATES, INC. | WESTFIELD | 113357 | $308.2M | 3 | 2026-03-31 | → |
| 82 | SOLARIA MANAGEMENT LP | CHATHAM | 325252 | $108.5M | 2 | 2025-02-28 | → |
| 83 | MANTEIO SCALABLE TECHNOLOGIES LLC | JERSEY CITY | 333019 | $582.5M | 13 | 2026-03-31 | → |
| 84 | KOLINSKY WEALTH MANAGEMENT, LLC | RAMSEY | 153763 | $493.8M | 11 | 2025-03-31 | → |
| 85 | VALHUM ASSET MANAGEMENT, LLC | UPPER SADDLE RIVER | 323895 | $100.0M | 1 | 2026-02-28 | → |
| 86 | MERRION INVESTMENT MANAGEMENT CO, LLC | CRANFORD | 139143 | $244.8M | 6 | 2026-02-28 | → |
| 87 | ABLE WEALTH MANAGEMENT LLC | TOMS RIVER | 298085 | $579.5M | 7 | 2026-06-30 | → |
| 88 | PEGASUS ASSET MANAGEMENT INC | MORRISTOWN | 104766 | $553.6M | 5 | 2026-06-30 | → |
| 89 | TILSON FINANCIAL GROUP INC | NEW PROVIDENCE | 110890 | $750.6M | 9 | 2026-02-28 | → |
| 90 | COPPER BEECH FINANCIAL GROUP, LLC | MOORESTOWN | 313156 | $197.4M | 9 | 2026-03-31 | → |
| 91 | IC ADVISORY SERVICES, INC. | BEDMINSTER | 140190 | $2.06B | 220 | 2025-03-31 | → |
| 92 | ROANOKE ASSET MANAGEMENT CORP | JERSEY CITY | 107063 | $362.4M | 4 | 2025-03-31 | → |
| 93 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | FAIRFIELD | 128199 | $1.66B | 14 | 2026-03-31 | → |
| 94 | GENEVA FINANCIAL GROUP LLC | LAKEWOOD | 331944 | $233.7M | 2 | 2026-06-30 | → |
| 95 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | RED BANK | 121496 | $1.11B | 9 | 2026-03-31 | → |
| 96 | LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON | 336824 | $1.40B | 22 | 2026-06-30 | → |
| 97 | GIVERNY CAPITAL ADVISORS LLC | PRINCETON | 150123 | $420.9M | 2 | 2026-03-31 | → |
| 98 | KUBHERA ENTERPRISES LLC | PRINCETON | 151619 | $275.5M | 5 | 2026-03-31 | → |
| 99 | JOURNEY STRATEGIC WEALTH LLC | SUMMIT | 310648 | $4.64B | 31 | 2026-03-31 | → |
| 100 | CONDOR CAPITAL MANAGEMENT | MARTINSVILLE | 104920 | $2.18B | 31 | 2026-03-31 | → |
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