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AdvisorIQ

Ranking, New Jersey

Wealth firms with the fastest client growth over one year, including broker-dealer firms in New Jersey

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

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

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 Private Advisor Group, LLC Broker-dealer affiliated Morristown 29.7% 131,982
15 Emissary Wealth Hackensack 27.8% 187
16 Giverny Capital Advisors Princeton 27.5% 149
17 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany 27.2% 874
18 Beckerman Wealth Ocean Grove 24.0% 175
19 Advisors Capital Management, LLC Ridgewood 23.6% 14,705
20 PCB Capital LLC East Brunswick 23.0% 291
21 Mountain Hill Investment Partners Atlantic Highlands 22.5% 142
22 Maltin Wealth Management, Inc. Ridgewood 21.5% 177
23 The Wealth Boutique Chester 20.6% 287
24 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank 19.3% 2,122
25 High Point Wealth Management, LLC Chester 18.7% 123
26 Green Ridge Wealth Planning LLC Montville 18.2% 258
27 Breakwater Capital Group Paramus 17.9% 324
28 Cora Capital Advisors Marlton 17.7% 668
29 Mezzasalma Advisors Tinton Falls 17.6% 323
30 White Knight Strategic Wealth Advisors, LLC Lawrenceville 17.4% 167
31 Pine Valley Investments Marlton 16.9% 1,809
32 NCM Capital Management, LLC Ramsey 16.7% 216
33 Haddonfield Financial Planning LLC Haddonfield 16.5% 182
34 RDM Capital Associates Inc Red Bank 15.5% 110
35 The Genwealth Group, Inc. Maplewood 15.3% 261
36 DGS Capital Management Jersey City 15.3% 347
37 Personal Financial Solutions, LLC Manasquan 14.9% 114
38 Northstar Advisory Group, LLC Northfield 14.8% 324
39 Accretive Wealth Partners, LLC Parsippany 14.6% 178
40 Financial Futures Brielle 13.7% 190
41 Highland Financial Advisors, LLC Wayne 13.5% 319
42 Cornerstone Planning Group Fairfield 13.4% 1,103
43 Omni 360 Wealth, Inc. Plainsboro 12.8% 391
44 TC Financial Management, Co Inc. Margate City 12.5% 128
45 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill 12.3% 3,813
46 BPP Wealth Solutions, LLC Basking Ridge 12.1% 116
47 Carnegie Lake Advisors LLC Princeton 11.9% 194
48 Leo Wealth, LLC Edison 11.8% 1,533
49 Vision Retirement Ridgewood 11.1% 1,007
50 Simon Quick Advisors, LLC Morristown 11.0% 939
51 Comprehensive Capital Management, Inc. Broker-dealer affiliated Totowa 10.9% 2,110
52 Withum Wealth Management Red Bank 10.4% 741
53 Ridgewood Investments Springfield 10.1% 268
54 RMR Wealth Builders, Inc. Montclair 10.0% 1,914
55 HFM Investment Advisors, LLC Glassboro 9.6% 552
56 Portfolio Strategies Inc NY Montvale 9.6% 3,114
57 Onepoint BFG Wealth Partners Parsippany 9.4% 7,926
58 Corrado Advisors, LLC Ramsey 9.3% 313
59 Novi Wealth Partners Princeton 9.2% 249
60 Saiph Capital, LLC Wyckoff 9.2% 206
61 Bautis Financial, LLC Montclair 8.9% 257
62 Aljen Asset Management LLC Cedar Knolls 8.8% 419
63 Circle Wealth Management, LLC Summit 8.6% 350
64 Lighthouse Financial Advisors, Inc. Red Bank 8.5% 398
65 Astra Wealth Partners Jersey City 8.5% 129
66 Byrne Asset Management, LLC Kingston 8.3% 157
67 Asset Advisory Group, Inc. Kinnelon 8.2% 158
68 Talisman Wealth Advisors, LLC Mountainside 8.2% 134
69 Bravias Financial Iselin 7.9% 407
70 Wealth Quarterback LLC Toms River 7.6% 1,038
71 Oliver Luxxe Assets LLC Gladstone 7.3% 439
72 Regency Wealth Management Ramsey 7.2% 291
73 5C Capital Management, LLC Woodcliff Lake 7.1% 547
74 Teplitz Financial Group LLC Old Bridge 7.0% 199
75 Roxbury Financial Mount Arlington 7.0% 229
76 Personal CFO Solutions LLC Chester 6.9% 611
77 Chatham Wealth Management Chatham 6.8% 397
78 Covenant Asset Management, LLC Chester 6.7% 624
79 Shorehaven Wealth Partners, LLC Red Bank 6.5% 372
80 Condor Capital Wealth Management Martinsville 6.0% 829
81 Pegasus Asset Management Inc Morristown 6.0% 268
82 Roundview Capital, LLC Princeton 5.2% 537
83 Kennedy Investment Group West Deptford 5.1% 986
84 Alliance Wealth Management Group, LLC Flemington 4.9% 426
85 Revolve Wealth Partners, LLC Hackensack 4.9% 670
86 Cra Financial Services, L.L.C. Northfield 4.9% 1,366
87 CFS Investment Advisory Services LLC Totowa 4.7% 1,182
88 BCS Private Wealth Management Rumson 4.7% 215
89 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston 4.6% 3,251
90 Tranquilli Financial Advisor, LLC Clinton 4.4% 225
91 MFG Investments, LLC Medford 4.2% 330
92 Buckman Advisory Group LLC Broker-dealer affiliated Little Silver 4.1% 1,668
93 Kevin M. Gibney and Company, LLC Iselin 3.8% 104
94 Traphagen Financial Group Oradell 3.8% 1,964
95 Investment Partners Asset Management Metuchen 3.6% 248
96 Makrod Investment Associates Inc Verona 3.4% 557
97 Modera Wealth Management, LLC Westwood 3.4% 6,144
98 Tandem Investment Partners, LLC Bordentown 3.2% 186
99 Davidson Wealth Management LLC Forked River 3.1% 223
100 Sfi Advisors, LLC Montclair 3.1% 295

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.