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 | |
|---|---|---|---|---|---|---|---|
| 201 | SELKIRK MANAGEMENT, LLC | CHATHAM | 162808 | $443.0M | 4 | 2026-03-31 | → |
| 202 | TA CAPITAL MANAGEMENT, LLC | SEWELL | 169326 | $438.9M | 4 | 2026-03-31 | → |
| 203 | PFS PARTNERS, LLC | MINE HILL | 147872 | $435.6M | 16 | 2026-02-28 | → |
| 204 | PRINCETON CAPITAL MANAGEMENT LLC | RED BANK | 113926 | $435.5M | 10 | 2026-04-30 | → |
| 205 | OMNI 360 WEALTH, INC. | PLAINSBORO | 124878 | $425.7M | 8 | 2026-03-31 | → |
| 206 | PARADIGM INVESTMENT ADVISORY, LLC | BRIDGEWATER | 334370 | $425.1M | 8 | 2026-03-31 | → |
| 207 | SINDIA CAPITAL ADVISERS, LLC | SOMERS POINT | 333325 | $423.4M | 1 | 2026-03-31 | → |
| 208 | GIVERNY CAPITAL ADVISORS LLC | PRINCETON | 150123 | $420.9M | 2 | 2026-03-31 | → |
| 209 | RIDGEWOOD INVESTMENTS LLC | SPRINGFIELD | 121220 | $419.2M | 7 | 2026-04-30 | → |
| 210 | LANE AND ASSOCIATES LLC | MOORESTOWN | 165321 | $418.5M | 8 | 2025-02-28 | → |
| 211 | ONEX CREDIT ADVISOR, LLC | ENGLEWOOD CLIFFS | 330076 | $417.8M | 70 | 2026-05-31 | → |
| 212 | LANDSEER ADVISORS LLC | PRINCETON | 309937 | $415.2M | 5 | 2026-03-31 | → |
| 213 | GOODHAVEN CAPITAL MANAGEMENT, LLC | MILLBURN | 156032 | $405.3M | 5 | 2026-03-31 | → |
| 214 | CRE VENTURE CAPITAL, INC. | MAHWAH | 317875 | $404.6M | 7 | 2026-03-31 | → |
| 215 | HFM INVESTMENT ADVISORS, LLC | GLASSBORO | 289103 | $404.1M | 5 | 2026-03-31 | → |
| 216 | CARNEGIE LAKE ADVISORS LLC | PRINCETON | 330024 | $403.0M | 7 | 2026-03-31 | → |
| 217 | DIADEMA PARTNERS LP | MORRISTOWN | 331527 | $397.9M | 6 | 2026-03-31 | → |
| 218 | BAYARD ASSET MANAGEMENT LLC | PRINCETON | 177515 | $397.3M | 4 | 2026-03-31 | → |
| 219 | WEALTH QUARTERBACK LLC | TOMS RIVER | 282967 | $391.3M | 11 | 2026-03-31 | → |
| 220 | HILLCREST WEALTH ADVISORS - NY, LLC | HOLMDEL | 126818 | $390.7M | 2 | 2026-05-31 | → |
| 221 | GREEN RIDGE WEALTH PLANNING LLC | MONTVILLE | 304236 | $389.6M | 11 | 2026-02-28 | → |
| 222 | REDWOOD FINANCIAL PLANNING, LLC | SCOTCH PLAINS | 291250 | $388.8M | 4 | 2026-04-30 | → |
| 223 | NORTHSTAR ADVISORY GROUP, LLC | NORTHFIELD | 306850 | $377.0M | 9 | 2026-03-31 | → |
| 224 | AURORA PRIVATE WEALTH, INC. | TOTOWA | 281604 | $374.0M | 25 | 2026-03-31 | → |
| 225 | BARON FINANCIAL GROUP LLC | FAIR LAWN | 144234 | $369.1M | 9 | 2026-03-31 | → |
| 226 | ROANOKE ASSET MANAGEMENT CORP | JERSEY CITY | 107063 | $362.4M | 4 | 2025-03-31 | → |
| 227 | ACA/PRUDENT INVESTORS PLANNING CORPORATION | GREEN BROOK | 47798 | $351.4M | 2 | 2026-03-31 | → |
| 228 | CREDIT CAPITAL INVESTMENTS, LLC | LIVINGSTON | 160537 | $351.3M | 7 | 2026-03-31 | → |
| 229 | NORTHSTAR ASSET MANAGEMENT LLC | BERKELEY HEIGHTS | 129112 | $347.9M | 10 | 2026-03-31 | → |
| 230 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | RED BANK | 288663 | $339.0M | 12 | 2026-03-31 | → |
| 231 | SEIX CLO MANAGEMENT LLC | PARK RIDGE | 285354 | $335.6M | 12 | 2026-04-30 | → |
| 232 | INVESTMENT PARTNERS ASSET MANAGEMENT | METUCHEN | 121812 | $333.4M | 6 | 2026-05-31 | → |
| 233 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | RED BANK | 106758 | $331.6M | 4 | 2026-03-31 | → |
| 234 | SHORE POINT ADVISORS, LLC | BRIELLE | 296848 | $327.7M | 5 | 2026-03-31 | → |
| 235 | MASSO TORRENCE WEALTH MANAGEMENT INC. | MARLTON | 311097 | $326.5M | 5 | 2025-04-30 | → |
| 236 | DHH ADVISORS, LLC | PRINCETON | 169687 | $324.3M | 3 | 2026-03-31 | → |
| 237 | TALARA CAPITAL MANAGEMENT, LLC | MONTCLAIR | 158866 | $317.6M | 3 | 2026-03-31 | → |
| 238 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | MEDFORD | 281741 | $317.2M | 4 | 2026-03-31 | → |
| 239 | SALVUS WEALTH MANAGEMENT, LLC | RED BANK | 171986 | $316.5M | 7 | 2026-06-30 | → |
| 240 | TENON FINANCIAL LLC | METUCHEN | 305581 | $316.0M | 3 | 2026-01-31 | → |
| 241 | COVINGTON & ASSOCIATES, INC. | WESTFIELD | 113357 | $308.2M | 3 | 2026-03-31 | → |
| 242 | KEVIN M. GIBNEY AND COMPANY, LLC | ISELIN | 151879 | $306.9M | 2 | 2026-03-31 | → |
| 243 | BECKERMAN INSTITUTIONAL, LLC | OCEAN GROVE | 142480 | $303.3M | 6 | 2026-03-31 | → |
| 244 | CONCORD MANAGEMENT SERVICES, LLC | SUMMIT | 292760 | $301.0M | 2 | 2026-03-31 | → |
| 245 | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT | 147984 | $300.4M | 6 | 2026-03-31 | → |
| 246 | STERN CAPITAL MANAGEMENT, INC. | OLD BRIDGE | 124405 | $297.7M | 3 | 2026-03-31 | → |
| 247 | MERCATOR MANAGEMENT (USA) LP | PRINCETON | 318911 | $297.6M | 7 | 2026-03-31 | → |
| 248 | TAP ROOT CAPITAL MANAGEMENT LP | SUMMIT | 334936 | $297.3M | 8 | 2026-05-31 | → |
| 249 | HIGH TRAIL CAPITAL LP | HOBOKEN | 305245 | $296.9M | 3 | 2026-03-31 | → |
| 250 | MONEY MANAGEMENT FINANCIAL SERVICES LLC | MOORESTOWN | 288375 | $289.6M | 4 | 2026-04-30 | → |
| 251 | AIGA CAPITAL PARTNERS LLC | JERSEY CITY | 311692 | $289.2M | 10 | 2026-03-31 | → |
| 252 | WEST HORIZON CAPITAL, LLC | PRINCETON | 337734 | $282.8M | 4 | 2026-02-28 | → |
| 253 | TANDEM CAPITAL MANAGEMENT CORP | WOODCLIFF LAKE | 107856 | $279.7M | 5 | 2026-03-31 | → |
| 254 | BUCKMAN ADVISORY GROUP LLC | LITTLE SILVER | 131688 | $277.3M | 15 | 2026-04-30 | → |
| 255 | RISK SETTLEMENTS MANAGER, LLC | NEWARK | 321759 | $275.6M | 20 | 2026-06-30 | → |
| 256 | KUBHERA ENTERPRISES LLC | PRINCETON | 151619 | $275.5M | 5 | 2026-03-31 | → |
| 257 | FINANCIAL FUTURES LIMITED LIABILITY COMPANY | BRIELLE | 128900 | $270.5M | 5 | 2026-03-31 | → |
| 258 | BYRNE ASSET MANAGEMENT, LLC | KINGSTON | 125221 | $268.7M | 5 | 2026-03-31 | → |
| 259 | ASTRA WEALTH PARTNERS LLC | JERSEY CITY | 321136 | $268.4M | 3 | 2026-03-31 | → |
| 260 | KEHRS RIDGE CAPITAL, LLC | HOLMDEL | 304234 | $261.0M | 3 | 2024-12-31 | → |
| 261 | REVEL WEALTH MANAGEMENT, LLC | TEANECK | 340306 | $258.9M | 2 | 2026-06-30 | → |
| 262 | CORRADO ADVISORS, LLC | RAMSEY | 111721 | $252.8M | 9 | 2026-03-31 | → |
| 263 | TALISMAN WEALTH ADVISORS, LLC | MOUNTAINSIDE | 313283 | $251.3M | 4 | 2026-03-31 | → |
| 264 | MLP3, LLC | LINWOOD | 296314 | $248.1M | 5 | 2026-03-31 | → |
| 265 | BPP WEALTH SOLUTIONS, LLC | BASKING RIDGE | 166962 | $247.3M | 6 | 2026-03-31 | → |
| 266 | GLOBAL WEALTH MANAGEMENT, LLC | KINGSTON | 153677 | $245.7M | 3 | 2026-02-28 | → |
| 267 | MERRION INVESTMENT MANAGEMENT CO, LLC | CRANFORD | 139143 | $244.8M | 6 | 2026-02-28 | → |
| 268 | GULFSTREAM CM, LLC | SUMMIT | 165459 | $244.2M | 8 | 2026-03-31 | → |
| 269 | EVERGREEN CAPITAL ASSOCIATES LLC | PLAINSBORO | 312909 | $243.6M | 33 | 2026-03-31 | → |
| 270 | DELTA CAPITAL MANAGEMENT LLC | RED BANK | 106248 | $240.2M | 4 | 2026-03-31 | → |
| 271 | ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | RED BANK | 157714 | $238.1M | 36 | 2026-04-30 | → |
| 272 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. | PARSIPPANY | 171967 | $237.4M | 5 | 2026-03-31 | → |
| 273 | HERITAGE FINANCIAL COUNSELORS, LLC | BEDMINSTER | 288232 | $235.9M | 5 | 2026-03-31 | → |
| 274 | GENEVA FINANCIAL GROUP LLC | LAKEWOOD | 331944 | $233.7M | 2 | 2026-06-30 | → |
| 275 | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC | FAIRFIELD | 165763 | $232.0M | 3 | 2026-03-31 | → |
| 276 | ALJEN ASSET MANAGEMENT LLC | CEDAR KNOLLS | 128962 | $230.2M | 5 | 2026-04-30 | → |
| 277 | GRANTVEST FINANCIAL GROUP LLC | MATAWAN | 310272 | $230.0M | 5 | 2026-03-31 | → |
| 278 | VOLARIS CAPITAL MANAGEMENT LLC | SHORT HILLS | 286219 | $229.2M | 4 | 2025-01-31 | → |
| 279 | PODELL FINANCIAL GROUP LLC | FAIRFIELD | 325383 | $227.6M | 6 | 2026-03-31 | → |
| 280 | SANDRO WEALTH MANAGEMENT LLC | FAIRFIELD | 332113 | $227.6M | 21 | 2026-05-31 | → |
| 281 | VAUGHAN AND COMPANY SECURITIES, INC. | RIDGEWOOD | 18826 | $218.9M | 6 | 2026-05-31 | → |
| 282 | ROUNDANGLE ADVISORS LLC | RED BANK | 282178 | $215.5M | 3 | 2026-03-31 | → |
| 283 | LOCKER FINANCIAL SERVICES, LLC | VERONA | 120900 | $213.8M | 3 | 2026-06-30 | → |
| 284 | OZE CAPITAL LLC | FLORHAM PARK | 327276 | $213.7M | 6 | 2026-04-30 | → |
| 285 | SACKS & ASSOCIATES, LLC | WARREN | 174909 | $212.8M | 4 | 2026-03-31 | → |
| 286 | BRAVIAS CAPITAL GROUP, LLC | ISELIN | 289589 | $212.0M | 12 | 2026-03-31 | → |
| 287 | KDT ADVISORS, LLC | PRINCETON | 289816 | $210.4M | 5 | 2026-06-30 | → |
| 288 | WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC | LAWRENCEVILLE | 302098 | $207.4M | 7 | 2026-03-31 | → |
| 289 | MONIMUS CAPITAL MANAGEMENT, LP | WOODBRIDGE | 309855 | $204.2M | 4 | 2026-03-31 | → |
| 290 | NHWM LLC | CEDAR KNOLLS | 328155 | $203.3M | 9 | 2026-06-30 | → |
| 291 | PARADIGM WEALTH ADVISORY LLC | BRIDGEWATER | 283120 | $201.2M | 14 | 2026-03-31 | → |
| 292 | WEINGARTEN ASSOCIATES, L.L.C. | LAWRENCEVILLE | 127718 | $200.3M | 2 | 2026-02-28 | → |
| 293 | TANDEM INVESTMENT PARTNERS, LLC | BORDENTOWN | 172309 | $200.2M | 4 | 2026-02-28 | → |
| 294 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | 298056 | $199.4M | 2 | 2026-03-31 | → |
| 295 | COPPER BEECH FINANCIAL GROUP, LLC | MOORESTOWN | 313156 | $197.4M | 9 | 2026-03-31 | → |
| 296 | BAUTIS FINANCIAL, LLC | MONTCLAIR | 148582 | $197.4M | 5 | 2026-02-28 | → |
| 297 | FRIEDENTHAL FINANCIAL, LLC | MARLTON | 150457 | $196.4M | 4 | 2026-04-30 | → |
| 298 | TEPP RIA LLC | WESTFIELD | 283899 | $195.7M | 6 | 2026-03-31 | → |
| 299 | HIGH POINT WEALTH MANAGEMENT, LLC | CHESTER | 147111 | $192.9M | 2 | 2026-02-28 | → |
| 300 | NEW CENTURY FINANCIAL GROUP, LLC | PRINCETON | 104553 | $192.9M | 14 | 2025-11-30 | → |
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