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For asset managers
AdvisorIQ

Ranking, New Jersey

Independent RIAs with the biggest asset gains over one year in New Jersey

As of October 2, 2026, Summit Financial, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $11.4 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Summit Financial, LLC Parsippany $11.4 billion
2 Pathstone Englewood $9.9 billion
3 Onepoint BFG Wealth Partners Parsippany $3.0 billion
4 Advisors Capital Management, LLC Ridgewood $2.7 billion
5 Modera Wealth Management, LLC Westwood $2.2 billion
6 Simon Quick Advisors, LLC Morristown $1.9 billion
7 Circle Wealth Management, LLC Summit $1.6 billion
8 Laurel Oak Wealth Management, LLC Marlton $1.4 billion
9 Sax Wealth Advisors, LLC Parsippany $1.2 billion
10 RMR Wealth Builders, Inc. Montclair $686.1 million
11 Leo Wealth, LLC Edison $549.2 million
12 DGS Capital Management Jersey City $518.5 million
13 Pine Valley Investments Marlton $490.8 million
14 Wiss Private Client Advisors, LLC Florham Park $405.9 million
15 Traphagen Financial Group Oradell $379.9 million
16 Withum Wealth Management Red Bank $375.5 million
17 CFS Investment Advisory Services LLC Totowa $353.5 million
18 Strategic Family Wealth Counselors, L.L.C. Fairfield $348.0 million
19 Meadowbrook Advisors Bedminster $321.0 million
20 Cornerstone Planning Group Fairfield $301.8 million
21 Personal CFO Solutions LLC Chester $274.2 million
22 Able Wealth Management LLC Toms River $257.5 million
23 Roundview Capital, LLC Princeton $250.9 million
24 Lighthouse Financial Advisors, Inc. Red Bank $244.8 million
25 Paradigm Investment Advisory, LLC Bridgewater $242.3 million
26 Cra Financial Services, L.L.C. Northfield $241.9 million
27 Revolve Wealth Partners, LLC Hackensack $241.8 million
28 Drucker Wealth Mahwah $225.2 million
29 Mezzasalma Advisors Tinton Falls $192.2 million
30 Condor Capital Wealth Management Martinsville $183.3 million
31 Mountain Hill Investment Partners Atlantic Highlands $179.0 million
32 The Genwealth Group, Inc. Maplewood $177.4 million
33 Redwood Financial Planning, LLC Scotch Plains $176.1 million
34 Breakwater Capital Group Paramus $175.8 million
35 BC Advisors, LLC Mount Laurel $173.5 million
36 Atlas Private Wealth Advisors Red Bank $171.7 million
37 TSP Capital Management Group, LLC Summit $166.3 million
38 Seabridge Investment Advisors LLC Summit $160.8 million
39 Portfolio Strategies Inc NY Montvale $154.5 million
40 GSG Advisors LLC Mount Laurel $147.5 million
41 Princeton Global Asset Management LLC Princeton $138.5 million
42 Oliver Luxxe Assets LLC Gladstone $137.6 million
43 Vision Retirement Ridgewood $136.5 million
44 Highland Financial Advisors, LLC Wayne $136.2 million
45 Cora Capital Advisors Marlton $135.4 million
46 Sandro Wealth Management LLC Fairfield $125.9 million
47 Novi Wealth Partners Princeton $119.9 million
48 Premier Path Wealth Partners, LLC Madison $118.3 million
49 Signet Financial Management, LLC Parsippany $117.8 million
50 Key Client Fiduciary Advisors, LLC Fairfield $114.3 million
51 5C Capital Management, LLC Woodcliff Lake $110.7 million
52 Tilson Financial Group Inc New Providence $110.3 million
53 NCM Capital Management, LLC Ramsey $108.7 million
54 Tenon Financial Metuchen $107.7 million
55 Parisi Gray Wealth Management, LLC Mendham $106.1 million
56 Regency Wealth Management Ramsey $104.3 million
57 Accretive Wealth Partners, LLC Parsippany $103.0 million
58 Omni 360 Wealth, Inc. Plainsboro $101.2 million
59 Saiph Capital, LLC Wyckoff $97.9 million
60 Eagle Wealth Strategies Mullica Hill $96.3 million
61 Shorehaven Wealth Partners, LLC Red Bank $96.2 million
62 Cypress Financial Planning Haddon Heights $95.5 million
63 TA Capital Management, LLC Sewell $95.0 million
64 Virtus Wealth Solutions Cranford $93.5 million
65 Alliance Wealth Management Group, LLC Flemington $93.2 million
66 Makrod Investment Associates Inc Verona $90.8 million
67 Sterling Financial Planning Inc Sparta $88.8 million
68 Cherrydale Wealth Management, LLC Montclair $88.4 million
69 Green Ridge Wealth Planning LLC Montville $88.0 million
70 Kennedy Investment Group West Deptford $87.8 million
71 Quaker Wealth Management LLC Moorestown $84.3 million
72 Maltin Wealth Management, Inc. Ridgewood $81.7 million
73 Pegasus Asset Management Inc Morristown $80.5 million
74 Black Diamond Financial, LLC Nutley $75.0 million
75 HFM Investment Advisors, LLC Glassboro $74.8 million
76 Ridgewood Investments Springfield $72.5 million
77 Asset Advisory Group, Inc. Kinnelon $72.4 million
78 Shore Point Advisors, LLC Brielle $70.7 million
79 Wealth Management Associates, Inc. Cherry Hill $70.6 million
80 Investment Partners Asset Management Metuchen $69.7 million
81 Genesis Financial Group, LLC Paramus $69.3 million
82 Covenant Asset Management, LLC Chester $68.3 million
83 Precision Financial Services Mine Hill $67.9 million
84 Signature Wealth Management Partners, LLC Montvale $67.1 million
85 Prestige Wealth Management Group, LLC Flemington $67.0 million
86 Astra Wealth Partners Jersey City $64.3 million
87 Oakbourne Advisors Berkeley Heights $64.3 million
88 BCS Private Wealth Management Rumson $63.8 million
89 Ahara Advisors Jersey City $63.0 million
90 PCB Capital LLC East Brunswick $62.3 million
91 Princeton Capital Management LLC Red Bank $62.2 million
92 Noblebridge Wealth North Caldwell $61.6 million
93 Grantvest Financial Group LLC Matawan $60.0 million
94 Mullooly Asset Management, Inc. Wall Township $59.9 million
95 Wealth Quarterback LLC Toms River $59.5 million
96 Podell Financial Group LLC Fairfield $55.4 million
97 Financial Futures Brielle $53.1 million
98 Byrne Asset Management, LLC Kingston $52.3 million
99 Corrado Advisors, LLC Ramsey $50.5 million
100 Beckerman Wealth Ocean Grove $49.9 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.