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AdvisorIQ

Ranking, New Jersey

Independent RIAs with the fastest client growth over one year in New Jersey

As of October 2, 2026, Geremia Financial Services, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 125.6%, from a base of 117.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Geremia Financial Services, LLC Edison 125.6% 117
2 Key Client Fiduciary Advisors, LLC Fairfield 123.8% 1,015
3 Summit Financial, LLC Parsippany 87.0% 9,869
4 Sax Wealth Advisors, LLC Parsippany 52.4% 1,125
5 Omega Capital Management, LLC Flanders 48.9% 225
6 191 Godwin Associates, Inc. D/B/A Godwin Capital Management Wyckoff 47.0% 217
7 East Coast Wealth Management, Inc. Florham Park 43.6% 140
8 GSG Advisors LLC Mount Laurel 35.6% 135
9 Able Wealth Management LLC Toms River 35.5% 760
10 Wiss Private Client Advisors, LLC Florham Park 34.8% 138
11 Gci Financial Group Mendham 34.6% 104
12 Victory Wealth Partners Mullica Hill 34.3% 271
13 Redwood Financial Planning, LLC Scotch Plains 31.2% 634
14 Emissary Wealth Hackensack 27.8% 187
15 Giverny Capital Advisors Princeton 27.5% 149
16 Beckerman Wealth Ocean Grove 24.0% 175
17 Advisors Capital Management, LLC Ridgewood 23.6% 14,705
18 PCB Capital LLC East Brunswick 23.0% 291
19 Mountain Hill Investment Partners Atlantic Highlands 22.5% 142
20 Maltin Wealth Management, Inc. Ridgewood 21.5% 177
21 The Wealth Boutique Chester 20.6% 287
22 High Point Wealth Management, LLC Chester 18.7% 123
23 Green Ridge Wealth Planning LLC Montville 18.2% 258
24 Breakwater Capital Group Paramus 17.9% 324
25 Cora Capital Advisors Marlton 17.7% 668
26 Mezzasalma Advisors Tinton Falls 17.6% 323
27 White Knight Strategic Wealth Advisors, LLC Lawrenceville 17.4% 167
28 Pine Valley Investments Marlton 16.9% 1,809
29 NCM Capital Management, LLC Ramsey 16.7% 216
30 Haddonfield Financial Planning LLC Haddonfield 16.5% 182
31 RDM Capital Associates Inc Red Bank 15.5% 110
32 The Genwealth Group, Inc. Maplewood 15.3% 261
33 DGS Capital Management Jersey City 15.3% 347
34 Personal Financial Solutions, LLC Manasquan 14.9% 114
35 Northstar Advisory Group, LLC Northfield 14.8% 324
36 Accretive Wealth Partners, LLC Parsippany 14.6% 178
37 Financial Futures Brielle 13.7% 190
38 Highland Financial Advisors, LLC Wayne 13.5% 319
39 Cornerstone Planning Group Fairfield 13.4% 1,103
40 Omni 360 Wealth, Inc. Plainsboro 12.8% 391
41 TC Financial Management, Co Inc. Margate City 12.5% 128
42 BPP Wealth Solutions, LLC Basking Ridge 12.1% 116
43 Carnegie Lake Advisors LLC Princeton 11.9% 194
44 Leo Wealth, LLC Edison 11.8% 1,533
45 Vision Retirement Ridgewood 11.1% 1,007
46 Simon Quick Advisors, LLC Morristown 11.0% 939
47 Withum Wealth Management Red Bank 10.4% 741
48 Ridgewood Investments Springfield 10.1% 268
49 RMR Wealth Builders, Inc. Montclair 10.0% 1,914
50 HFM Investment Advisors, LLC Glassboro 9.6% 552
51 Portfolio Strategies Inc NY Montvale 9.6% 3,114
52 Onepoint BFG Wealth Partners Parsippany 9.4% 7,926
53 Corrado Advisors, LLC Ramsey 9.3% 313
54 Novi Wealth Partners Princeton 9.2% 249
55 Saiph Capital, LLC Wyckoff 9.2% 206
56 Bautis Financial, LLC Montclair 8.9% 257
57 Aljen Asset Management LLC Cedar Knolls 8.8% 419
58 Circle Wealth Management, LLC Summit 8.6% 350
59 Lighthouse Financial Advisors, Inc. Red Bank 8.5% 398
60 Astra Wealth Partners Jersey City 8.5% 129
61 Byrne Asset Management, LLC Kingston 8.3% 157
62 Asset Advisory Group, Inc. Kinnelon 8.2% 158
63 Talisman Wealth Advisors, LLC Mountainside 8.2% 134
64 Bravias Financial Iselin 7.9% 407
65 Wealth Quarterback LLC Toms River 7.6% 1,038
66 Oliver Luxxe Assets LLC Gladstone 7.3% 439
67 Regency Wealth Management Ramsey 7.2% 291
68 5C Capital Management, LLC Woodcliff Lake 7.1% 547
69 Teplitz Financial Group LLC Old Bridge 7.0% 199
70 Roxbury Financial Mount Arlington 7.0% 229
71 Personal CFO Solutions LLC Chester 6.9% 611
72 Chatham Wealth Management Chatham 6.8% 397
73 Covenant Asset Management, LLC Chester 6.7% 624
74 Shorehaven Wealth Partners, LLC Red Bank 6.5% 372
75 Condor Capital Wealth Management Martinsville 6.0% 829
76 Pegasus Asset Management Inc Morristown 6.0% 268
77 Roundview Capital, LLC Princeton 5.2% 537
78 Kennedy Investment Group West Deptford 5.1% 986
79 Alliance Wealth Management Group, LLC Flemington 4.9% 426
80 Revolve Wealth Partners, LLC Hackensack 4.9% 670
81 Cra Financial Services, L.L.C. Northfield 4.9% 1,366
82 CFS Investment Advisory Services LLC Totowa 4.7% 1,182
83 BCS Private Wealth Management Rumson 4.7% 215
84 Tranquilli Financial Advisor, LLC Clinton 4.4% 225
85 MFG Investments, LLC Medford 4.2% 330
86 Kevin M. Gibney and Company, LLC Iselin 3.8% 104
87 Traphagen Financial Group Oradell 3.8% 1,964
88 Investment Partners Asset Management Metuchen 3.6% 248
89 Makrod Investment Associates Inc Verona 3.4% 557
90 Modera Wealth Management, LLC Westwood 3.4% 6,144
91 Tandem Investment Partners, LLC Bordentown 3.2% 186
92 Davidson Wealth Management LLC Forked River 3.1% 223
93 Sfi Advisors, LLC Montclair 3.1% 295
94 Seabridge Investment Advisors LLC Summit 3.0% 197
95 Oakbourne Advisors Berkeley Heights 2.9% 481
96 Heritage Financial Counselors, LLC Bedminster 2.9% 139
97 Sacks & Associates, LLC Warren 2.9% 140
98 Private Client Group Asset Management Gladstone 2.8% 106
99 Masters Legacy Planning Linwood 2.8% 142
100 Princeton Capital Management LLC Red Bank 2.8% 179

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

More rankings

Client growth 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.