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 | |
|---|---|---|---|---|---|---|---|
| 101 | SIGNET FINANCIAL MANAGEMENT, LLC | PARSIPPANY | 105310 | $1.18B | 17 | 2026-03-31 | → |
| 102 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | MEDFORD | 281741 | $317.2M | 4 | 2026-03-31 | → |
| 103 | GLOBAL WEALTH MANAGEMENT, LLC | KINGSTON | 153677 | $245.7M | 3 | 2026-02-28 | → |
| 104 | WORTH VENTURE PARTNERS, LLC | FORT LEE | 168610 | $456.1M | 11 | 2026-03-31 | → |
| 105 | ALJEN ASSET MANAGEMENT LLC | CEDAR KNOLLS | 128962 | $230.2M | 5 | 2026-04-30 | → |
| 106 | CORA CAPITAL ADVISORS LLC | MARLTON | 318134 | $722.9M | 13 | 2026-03-31 | → |
| 107 | WEALTH MANAGEMENT ASSOCIATES, INC. | CHERRY HILL | 117606 | $717.4M | 20 | 2026-03-31 | → |
| 108 | HIGHLAND FINANCIAL ADVISORS, LLC | WAYNE | 125838 | $640.0M | 12 | 2026-06-30 | → |
| 109 | INVESTMENT PARTNERS ASSET MANAGEMENT | METUCHEN | 121812 | $333.4M | 6 | 2026-05-31 | → |
| 110 | HUDSON CAPITAL MANAGEMENT LLC | RAMSEY | 131208 | $642.6M | 8 | 2026-03-31 | → |
| 111 | ONEX CREDIT PARTNERS, LLC | ENGLEWOOD CLIFFS | 138941 | $30.14B | 80 | 2026-05-31 | → |
| 112 | ROUNDANGLE ADVISORS LLC | RED BANK | 282178 | $215.5M | 3 | 2026-03-31 | → |
| 113 | ASTRA WEALTH PARTNERS LLC | JERSEY CITY | 321136 | $268.4M | 3 | 2026-03-31 | → |
| 114 | EAGLE WEALTH STRATEGIES, LLC | MULLICA HILL | 323814 | $653.8M | 11 | 2026-03-31 | → |
| 115 | HENNION & WALSH ASSET MANAGEMENT, INC. | PARSIPPANY | 126236 | $768.8M | 75 | 2026-03-31 | → |
| 116 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT | WYCKOFF | 124288 | $150.1M | 2 | 2026-02-28 | → |
| 117 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | CRANFORD | 332536 | $594.9M | 6 | 2026-03-31 | → |
| 118 | SHOREHAVEN WEALTH PARTNERS, LLC | RED BANK | 308026 | $541.5M | 6 | 2026-03-31 | → |
| 119 | MAKROD INVESTMENT ASSOCIATES INC | VERONA | 110325 | $894.4M | 4 | 2026-03-31 | → |
| 120 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | PRINCETON | 146644 | $921.3M | 22 | 2026-03-31 | → |
| 121 | VICTORY ASSET MANAGEMENT CO., INC. | MULLICA HILL | 107203 | $102.5M | 5 | 2026-03-31 | → |
| 122 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | RED BANK | 288663 | $339.0M | 12 | 2026-03-31 | → |
| 123 | REVOLVE WEALTH PARTNERS, LLC | HACKENSACK | 286643 | $1.42B | 20 | 2026-06-30 | → |
| 124 | TRANSCEND CAPITAL ADVISORS, LLC | MADISON | 299723 | $2.91B | 39 | 2026-03-31 | → |
| 125 | PODELL FINANCIAL GROUP LLC | FAIRFIELD | 325383 | $227.6M | 6 | 2026-03-31 | → |
| 126 | CREDIT CAPITAL INVESTMENTS, LLC | LIVINGSTON | 160537 | $351.3M | 7 | 2026-03-31 | → |
| 127 | TSP CAPITAL MANAGEMENT GROUP, LLC | SUMMIT | 131889 | $553.3M | 5 | 2026-03-31 | → |
| 128 | TANDEM CAPITAL MANAGEMENT CORP | WOODCLIFF LAKE | 107856 | $279.7M | 5 | 2026-03-31 | → |
| 129 | FORTIS GROUP ADVISORS LLC | WESTWOOD | 290427 | $822.4M | 29 | 2026-03-31 | → |
| 130 | NHWM LLC | CEDAR KNOLLS | 328155 | $203.3M | 9 | 2026-06-30 | → |
| 131 | MASSO TORRENCE WEALTH MANAGEMENT INC. | MARLTON | 311097 | $326.5M | 5 | 2025-04-30 | → |
| 132 | ALOOOLA, LLC | KINGSTON | 325090 | $51.2M | 4 | 2026-03-31 | → |
| 133 | BUCKMAN ADVISORY GROUP LLC | LITTLE SILVER | 131688 | $277.3M | 15 | 2026-04-30 | → |
| 134 | DIADEMA PARTNERS LP | MORRISTOWN | 331527 | $397.9M | 6 | 2026-03-31 | → |
| 135 | TA CAPITAL MANAGEMENT, LLC | SEWELL | 169326 | $438.9M | 4 | 2026-03-31 | → |
| 136 | PARADIGM INVESTMENT ADVISORY, LLC | BRIDGEWATER | 334370 | $425.1M | 8 | 2026-03-31 | → |
| 137 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | RED BANK | 106758 | $331.6M | 4 | 2026-03-31 | → |
| 138 | W. H. REAVES & CO., INC. | JERSEY CITY | 3140 | $5.94B | 21 | 2026-02-28 | → |
| 139 | GLEN EAGLE ADVISORS, LLC | KINGSTON | 282920 | $1.03B | 21 | 2026-04-30 | → |
| 140 | BERNARD CAROLI WEALTH MANAGEMENT INC. | RUMSON | 174761 | $469.7M | 6 | 2026-02-28 | → |
| 141 | RIDGEWOOD INVESTMENTS LLC | SPRINGFIELD | 121220 | $419.2M | 7 | 2026-04-30 | → |
| 142 | TAURUS FINANCIAL LLC | JERSEY CITY | 335067 | $162.5M | 3 | 2026-05-31 | → |
| 143 | PHILADELPHIA INVESTMENT PARTNERS, LLC | VOORHEES | 122733 | $176.0M | 2 | 2026-03-31 | → |
| 144 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | HOLMDEL | 146097 | $706.0M | 12 | 2026-05-31 | → |
| 145 | POETIC GROUP LLC | HACKENSACK | 293886 | $802.5M | 9 | 2026-06-30 | → |
| 146 | COVENANT ASSET MANAGEMENT, LLC | CHESTER | 108567 | $692.6M | 11 | 2026-03-31 | → |
| 147 | PREMIER PATH WEALTH PARTNERS, LLC | MADISON | 325300 | $1.22B | 8 | 2026-05-31 | → |
| 148 | EXCEL CAPITAL MANAGEMENT CORP | WARREN | 109229 | $192.5M | 2 | 2026-03-31 | → |
| 149 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | BEDMINSTER | 279034 | $121.3M | 3 | 2026-06-30 | → |
| 150 | PFS PARTNERS, LLC | MINE HILL | 147872 | $435.6M | 16 | 2026-02-28 | → |
| 151 | GOODHAVEN CAPITAL MANAGEMENT, LLC | MILLBURN | 156032 | $405.3M | 5 | 2026-03-31 | → |
| 152 | PRINCETON CAPITAL MANAGEMENT LLC | RED BANK | 113926 | $435.5M | 10 | 2026-04-30 | → |
| 153 | OMEGA CAPITAL MANAGEMENT,LLC | FLANDERS | 129167 | $139.7M | 2 | 2026-03-31 | → |
| 154 | 5C CAPITAL MANAGEMENT, LLC | WOODCLIFF LAKE | 284213 | $648.1M | 7 | 2026-03-31 | → |
| 155 | THE GMS GROUP, LLC | EAST HANOVER | 8000 | $19.8M | 15 | 2026-03-31 | → |
| 156 | GREEN RIDGE WEALTH PLANNING LLC | MONTVILLE | 304236 | $389.6M | 11 | 2026-02-28 | → |
| 157 | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | RED BANK | 133088 | $673.8M | 32 | 2026-03-31 | → |
| 158 | ACCRETIVE WEALTH PARTNERS, LLC | PARSIPPANY | 299544 | $504.5M | 3 | 2026-06-30 | → |
| 159 | SINDIA CAPITAL ADVISERS, LLC | SOMERS POINT | 333325 | $423.4M | 1 | 2026-03-31 | → |
| 160 | BYRNE ASSET MANAGEMENT, LLC | KINGSTON | 125221 | $268.7M | 5 | 2026-03-31 | → |
| 161 | STERLING FINANCIAL PLANNING INC | SPARTA | 108664 | $760.8M | 8 | 2026-03-31 | → |
| 162 | MEZZASALMA ADVISORS, LLC | TINTON FALLS | 129045 | $534.4M | 8 | 2026-03-31 | → |
| 163 | ROXBURY FINANCIAL LLC | MOUNT ARLINGTON | 330547 | $180.5M | 3 | 2026-02-28 | → |
| 164 | GCI FINANCIAL GROUP, INC. | MENDHAM | 124193 | $145.1M | 3 | 2026-06-30 | → |
| 165 | OMNI 360 WEALTH, INC. | PLAINSBORO | 124878 | $425.7M | 8 | 2026-03-31 | → |
| 166 | VESTGEN INVESTMENT MANAGEMENT, LLC | EGG HARBOR TWP. | 118851 | $786.6M | 21 | 2026-04-30 | → |
| 167 | LEXINGTON CAPITAL MANAGEMENT LP | LAKEWOOD | 292364 | $153.4M | 9 | 2026-05-31 | → |
| 168 | STAWNYCHY FINANCIAL SERVICES, INC. | KINNELON | 128859 | $131.2M | 4 | 2026-03-31 | → |
| 169 | SAIPH CAPITAL, LLC | WYCKOFF | 312119 | $459.4M | 4 | 2026-04-30 | → |
| 170 | CARNEGIE LAKE ADVISORS LLC | PRINCETON | 330024 | $403.0M | 7 | 2026-03-31 | → |
| 171 | SHORE POINT ADVISORS, LLC | BRIELLE | 296848 | $327.7M | 5 | 2026-03-31 | → |
| 172 | BRAVE ASSET MANAGEMENT, INC. | SUMMIT | 108512 | $624.3M | 7 | 2026-03-31 | → |
| 173 | BERGAMOT ASSET MANAGEMENT LP | PRINCETON | 309424 | $106.5M | 8 | 2026-05-31 | → |
| 174 | MD WEALTH ADVISORS INC | CRANFORD | 304595 | $105.2M | 1 | 2026-04-30 | → |
| 175 | AEM ASSET MANAGEMENT, LLC | SOMERSET | 310360 | $117.9M | 2 | 2026-03-31 | → |
| 176 | PERSONAL CFO SOLUTIONS LLC | CHESTER | 158248 | $1.65B | 18 | 2026-03-31 | → |
| 177 | NORTHSTAR ADVISORY GROUP, LLC | NORTHFIELD | 306850 | $377.0M | 9 | 2026-03-31 | → |
| 178 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON | 109318 | $562.3M | 8 | 2026-03-31 | → |
| 179 | ACCESS WEALTH PLANNING, LLC | EAST HANOVER | 112973 | $539.1M | 6 | 2026-03-31 | → |
| 180 | GRANTVEST FINANCIAL GROUP LLC | MATAWAN | 310272 | $230.0M | 5 | 2026-03-31 | → |
| 181 | TEPLITZ FINANCIAL GROUP LLC | OLD BRIDGE | 122038 | $131.7M | 2 | 2026-04-30 | → |
| 182 | CADIA PRIVATE CLIENT LLC | PARSIPPANY | 337400 | $192.5M | 3 | 2026-02-28 | → |
| 183 | STOLZER ROTHSCHILD LEVY LLC | BASKING RIDGE | 169817 | $166.0M | 2 | 2026-03-31 | → |
| 184 | BARON FINANCIAL GROUP LLC | FAIR LAWN | 144234 | $369.1M | 9 | 2026-03-31 | → |
| 185 | GROESBECK INVESTMENT MANAGEMENT CORP | PARAMUS | 106679 | $54.7M | 1 | 2026-03-31 | → |
| 186 | MK3 WEALTH LLC | CHERRY HILL | 305760 | $113.1M | 3 | 2026-06-30 | → |
| 187 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC | FLORHAM PARK | 155392 | $161.7M | 14 | 2026-03-31 | → |
| 188 | BECKERMAN INSTITUTIONAL, LLC | OCEAN GROVE | 142480 | $303.3M | 6 | 2026-03-31 | → |
| 189 | RDM CAPITAL ASSOCIATES INC | RED BANK | 106941 | $164.5M | 4 | 2026-03-31 | → |
| 190 | CORRADO ADVISORS, LLC | RAMSEY | 111721 | $252.8M | 9 | 2026-03-31 | → |
| 191 | BLUEVINE ADVISORY LLC | JERSEY CITY | 326599 | $8.9M | 2 | 2026-06-30 | → |
| 192 | PRIVATE PORTFOLIO PARTNERS, LLC | PARAMUS | 165616 | $1.05B | 28 | 2025-03-31 | → |
| 193 | VISION RETIREMENT, LLC | RIDGEWOOD | 173064 | $633.7M | 13 | 2026-06-30 | → |
| 194 | GSG ADVISORS LLC | MOUNT LAUREL | 131511 | $862.3M | 4 | 2026-03-31 | → |
| 195 | BULLDOG INVESTORS, LLP | SADDLE BROOK | 151585 | $561.0M | 6 | 2026-03-31 | → |
| 196 | MLP3, LLC | LINWOOD | 296314 | $248.1M | 5 | 2026-03-31 | → |
| 197 | TANDEM INVESTMENT PARTNERS, LLC | BORDENTOWN | 172309 | $200.2M | 4 | 2026-02-28 | → |
| 198 | SUSTAINVEST ASSET MANAGEMENT, LLC | LINWOOD | 166685 | $137.4M | 1 | 2026-03-31 | → |
| 199 | WBI INVESTMENTS, LLC | RED BANK | 106336 | $539.6M | 13 | 2026-03-31 | → |
| 200 | FINANCIAL FUTURES LIMITED LIABILITY COMPANY | BRIELLE | 128900 | $270.5M | 5 | 2026-03-31 | → |
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