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AdvisorIQ

Ranking, New Jersey

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in New Jersey

As of October 2, 2026, UBS Financial Services Inc. ranked #1 in New Jersey in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $107.0 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 UBS Financial Services Inc. Broker-dealer affiliated Weehawken $107.0 billion
2 Private Advisor Group, LLC Broker-dealer affiliated Morristown $20.4 billion
3 Summit Financial, LLC Parsippany $11.4 billion
4 Pathstone Englewood $9.9 billion
5 Onepoint BFG Wealth Partners Parsippany $3.0 billion
6 Advisors Capital Management, LLC Ridgewood $2.7 billion
7 Modera Wealth Management, LLC Westwood $2.2 billion
8 Simon Quick Advisors, LLC Morristown $1.9 billion
9 Circle Wealth Management, LLC Summit $1.6 billion
10 Laurel Oak Wealth Management, LLC Marlton $1.4 billion
11 Sax Wealth Advisors, LLC Parsippany $1.2 billion
12 RMR Wealth Builders, Inc. Montclair $686.1 million
13 Leo Wealth, LLC Edison $549.2 million
14 DGS Capital Management Jersey City $518.5 million
15 Pine Valley Investments Marlton $490.8 million
16 Wiss Private Client Advisors, LLC Florham Park $405.9 million
17 Traphagen Financial Group Oradell $379.9 million
18 Withum Wealth Management Red Bank $375.5 million
19 Valley Wealth Managers, Inc. Broker-dealer affiliated Paramus $368.6 million
20 CFS Investment Advisory Services LLC Totowa $353.5 million
21 Strategic Family Wealth Counselors, L.L.C. Fairfield $348.0 million
22 TLG Advisors, Inc. Broker-dealer affiliated Summit $347.8 million
23 Meadowbrook Advisors Bedminster $321.0 million
24 Cornerstone Planning Group Fairfield $301.8 million
25 Personal CFO Solutions LLC Chester $274.2 million
26 Able Wealth Management LLC Toms River $257.5 million
27 Roundview Capital, LLC Princeton $250.9 million
28 Lighthouse Financial Advisors, Inc. Red Bank $244.8 million
29 Paradigm Investment Advisory, LLC Bridgewater $242.3 million
30 Cra Financial Services, L.L.C. Northfield $241.9 million
31 Revolve Wealth Partners, LLC Hackensack $241.8 million
32 Drucker Wealth Mahwah $225.2 million
33 Mezzasalma Advisors Tinton Falls $192.2 million
34 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel $186.4 million
35 Condor Capital Wealth Management Martinsville $183.3 million
36 Mountain Hill Investment Partners Atlantic Highlands $179.0 million
37 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany $178.7 million
38 The Genwealth Group, Inc. Maplewood $177.4 million
39 Redwood Financial Planning, LLC Scotch Plains $176.1 million
40 Breakwater Capital Group Paramus $175.8 million
41 BC Advisors, LLC Mount Laurel $173.5 million
42 Atlas Private Wealth Advisors Red Bank $171.7 million
43 TSP Capital Management Group, LLC Summit $166.3 million
44 Seabridge Investment Advisors LLC Summit $160.8 million
45 Portfolio Strategies Inc NY Montvale $154.5 million
46 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill $154.2 million
47 GSG Advisors LLC Mount Laurel $147.5 million
48 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston $145.9 million
49 Princeton Global Asset Management LLC Princeton $138.5 million
50 Oliver Luxxe Assets LLC Gladstone $137.6 million
51 Vision Retirement Ridgewood $136.5 million
52 Highland Financial Advisors, LLC Wayne $136.2 million
53 Cora Capital Advisors Marlton $135.4 million
54 Sandro Wealth Management LLC Fairfield $125.9 million
55 Novi Wealth Partners Princeton $119.9 million
56 Premier Path Wealth Partners, LLC Madison $118.3 million
57 Signet Financial Management, LLC Parsippany $117.8 million
58 Key Client Fiduciary Advisors, LLC Fairfield $114.3 million
59 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank $112.3 million
60 5C Capital Management, LLC Woodcliff Lake $110.7 million
61 Tilson Financial Group Inc New Providence $110.3 million
62 NCM Capital Management, LLC Ramsey $108.7 million
63 Tenon Financial Metuchen $107.7 million
64 Parisi Gray Wealth Management, LLC Mendham $106.1 million
65 Regency Wealth Management Ramsey $104.3 million
66 Accretive Wealth Partners, LLC Parsippany $103.0 million
67 Omni 360 Wealth, Inc. Plainsboro $101.2 million
68 Saiph Capital, LLC Wyckoff $97.9 million
69 Eagle Wealth Strategies Mullica Hill $96.3 million
70 Shorehaven Wealth Partners, LLC Red Bank $96.2 million
71 Cypress Financial Planning Haddon Heights $95.5 million
72 TA Capital Management, LLC Sewell $95.0 million
73 Virtus Wealth Solutions Cranford $93.5 million
74 Alliance Wealth Management Group, LLC Flemington $93.2 million
75 Makrod Investment Associates Inc Verona $90.8 million
76 Beacon Trust Broker-dealer affiliated Morristown $89.4 million
77 Sterling Financial Planning Inc Sparta $88.8 million
78 Cherrydale Wealth Management, LLC Montclair $88.4 million
79 Green Ridge Wealth Planning LLC Montville $88.0 million
80 Kennedy Investment Group West Deptford $87.8 million
81 Quaker Wealth Management LLC Moorestown $84.3 million
82 Maltin Wealth Management, Inc. Ridgewood $81.7 million
83 Pegasus Asset Management Inc Morristown $80.5 million
84 Black Diamond Financial, LLC Nutley $75.0 million
85 HFM Investment Advisors, LLC Glassboro $74.8 million
86 Ridgewood Investments Springfield $72.5 million
87 Asset Advisory Group, Inc. Kinnelon $72.4 million
88 Shore Point Advisors, LLC Brielle $70.7 million
89 Wealth Management Associates, Inc. Cherry Hill $70.6 million
90 Investment Partners Asset Management Metuchen $69.7 million
91 Genesis Financial Group, LLC Paramus $69.3 million
92 Covenant Asset Management, LLC Chester $68.3 million
93 Precision Financial Services Mine Hill $67.9 million
94 Signature Wealth Management Partners, LLC Montvale $67.1 million
95 Prestige Wealth Management Group, LLC Flemington $67.0 million
96 Astra Wealth Partners Jersey City $64.3 million
97 Oakbourne Advisors Berkeley Heights $64.3 million
98 BCS Private Wealth Management Rumson $63.8 million
99 Ahara Advisors Jersey City $63.0 million
100 PCB Capital LLC East Brunswick $62.3 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.