# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/new-jersey/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: New Jersey
- firms_listed: 100
- rows: rank: 1, crd: 156504, firm: Geremia Financial Services, LLC, city: Edison, state: NJ, value: 1.25641025641026, base_value: 117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156504/; rank: 2, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 1.2384236453202, base_value: 1015, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 3, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 0.869692978011957, base_value: 9869, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 4, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 0.523555555555556, base_value: 1125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 5, crd: 129167, firm: Omega Capital Management, LLC, city: Flanders, state: NJ, value: 0.488888888888889, base_value: 225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129167/; rank: 6, crd: 124288, firm: 191 Godwin Associates, Inc. D/B/A Godwin Capital Management, city: Wyckoff, state: NJ, value: 0.470046082949309, base_value: 217, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124288/; rank: 7, crd: 136155, firm: East Coast Wealth Management, Inc., city: Florham Park, state: NJ, value: 0.435714285714286, base_value: 140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136155/; rank: 8, crd: 131511, firm: GSG Advisors LLC, city: Mount Laurel, state: NJ, value: 0.355555555555556, base_value: 135, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131511/; rank: 9, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 0.355263157894737, base_value: 760, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 10, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 0.347826086956522, base_value: 138, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 11, crd: 124193, firm: Gci Financial Group, city: Mendham, state: NJ, value: 0.346153846153846, base_value: 104, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124193/; rank: 12, crd: 107203, firm: Victory Wealth Partners, city: Mullica Hill, state: NJ, value: 0.343173431734317, base_value: 271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107203/; rank: 13, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, state: NJ, value: 0.312302839116719, base_value: 634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291250/; rank: 14, crd: 308002, firm: Emissary Wealth, city: Hackensack, state: NJ, value: 0.27807486631016, base_value: 187, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308002/; rank: 15, crd: 150123, firm: Giverny Capital Advisors, city: Princeton, state: NJ, value: 0.275167785234899, base_value: 149, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150123/; rank: 16, crd: 142480, firm: Beckerman Wealth, city: Ocean Grove, state: NJ, value: 0.24, base_value: 175, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142480/; rank: 17, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 0.235906154369262, base_value: 14705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 18, crd: 309784, firm: PCB Capital LLC, city: East Brunswick, state: NJ, value: 0.230240549828179, base_value: 291, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309784/; rank: 19, crd: 175187, firm: Mountain Hill Investment Partners, city: Atlantic Highlands, state: NJ, value: 0.225352112676056, base_value: 142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175187/; rank: 20, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 0.214689265536723, base_value: 177, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 21, crd: 317291, firm: The Wealth Boutique, city: Chester, state: NJ, value: 0.205574912891986, base_value: 287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317291/; rank: 22, crd: 147111, firm: High Point Wealth Management, LLC, city: Chester, state: NJ, value: 0.186991869918699, base_value: 123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147111/; rank: 23, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 0.182170542635659, base_value: 258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 24, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 0.179012345679012, base_value: 324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 25, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 0.176646706586826, base_value: 668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 26, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 0.176470588235294, base_value: 323, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 27, crd: 302098, firm: White Knight Strategic Wealth Advisors, LLC, city: Lawrenceville, state: NJ, value: 0.173652694610778, base_value: 167, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302098/; rank: 28, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 0.168601437258154, base_value: 1809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 29, crd: 151109, firm: NCM Capital Management, LLC, city: Ramsey, state: NJ, value: 0.166666666666667, base_value: 216, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151109/; rank: 30, crd: 298177, firm: Haddonfield Financial Planning LLC, city: Haddonfield, state: NJ, value: 0.164835164835165, base_value: 182, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298177/; rank: 31, crd: 106941, firm: RDM Capital Associates Inc, city: Red Bank, state: NJ, value: 0.154545454545455, base_value: 110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106941/; rank: 32, crd: 154569, firm: The Genwealth Group, Inc., city: Maplewood, state: NJ, value: 0.153256704980843, base_value: 261, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154569/; rank: 33, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 0.152737752161383, base_value: 347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 34, crd: 129095, firm: Personal Financial Solutions, LLC, city: Manasquan, state: NJ, value: 0.149122807017544, base_value: 114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129095/; rank: 35, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 0.148148148148148, base_value: 324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 36, crd: 299544, firm: Accretive Wealth Partners, LLC, city: Parsippany, state: NJ, value: 0.146067415730337, base_value: 178, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299544/; rank: 37, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 0.136842105263158, base_value: 190, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 38, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 0.134796238244514, base_value: 319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 39, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 0.134179510426111, base_value: 1103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 40, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 0.127877237851662, base_value: 391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 41, crd: 128967, firm: TC Financial Management, Co Inc., city: Margate City, state: NJ, value: 0.125, base_value: 128, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128967/; rank: 42, crd: 166962, firm: BPP Wealth Solutions, LLC, city: Basking Ridge, state: NJ, value: 0.120689655172414, base_value: 116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166962/; rank: 43, crd: 330024, firm: Carnegie Lake Advisors LLC, city: Princeton, state: NJ, value: 0.118556701030928, base_value: 194, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330024/; rank: 44, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 0.118069145466406, base_value: 1533, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 45, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 0.111221449851043, base_value: 1007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 46, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 0.109691160809372, base_value: 939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 47, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 0.10391363022942, base_value: 741, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 48, crd: 121220, firm: Ridgewood Investments, city: Springfield, state: NJ, value: 0.100746268656716, base_value: 268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121220/; rank: 49, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 0.100313479623825, base_value: 1914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 50, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 0.0960144927536233, base_value: 552, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 51, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 0.0956968529222864, base_value: 3114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 52, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 0.0943729497855159, base_value: 7926, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 53, crd: 111721, firm: Corrado Advisors, LLC, city: Ramsey, state: NJ, value: 0.0926517571884984, base_value: 313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111721/; rank: 54, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 0.0923694779116466, base_value: 249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 55, crd: 312119, firm: Saiph Capital, LLC, city: Wyckoff, state: NJ, value: 0.0922330097087378, base_value: 206, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312119/; rank: 56, crd: 148582, firm: Bautis Financial, LLC, city: Montclair, state: NJ, value: 0.0894941634241244, base_value: 257, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148582/; rank: 57, crd: 128962, firm: Aljen Asset Management LLC, city: Cedar Knolls, state: NJ, value: 0.0883054892601431, base_value: 419, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128962/; rank: 58, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 0.0857142857142856, base_value: 350, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 59, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 0.085427135678392, base_value: 398, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 60, crd: 321136, firm: Astra Wealth Partners, city: Jersey City, state: NJ, value: 0.0852713178294573, base_value: 129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321136/; rank: 61, crd: 125221, firm: Byrne Asset Management, LLC, city: Kingston, state: NJ, value: 0.0828025477707006, base_value: 157, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125221/; rank: 62, crd: 106618, firm: Asset Advisory Group, Inc., city: Kinnelon, state: NJ, value: 0.0822784810126582, base_value: 158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106618/; rank: 63, crd: 313283, firm: Talisman Wealth Advisors, LLC, city: Mountainside, state: NJ, value: 0.0820895522388059, base_value: 134, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313283/; rank: 64, crd: 289589, firm: Bravias Financial, city: Iselin, state: NJ, value: 0.0786240786240786, base_value: 407, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289589/; rank: 65, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 0.0761078998073217, base_value: 1038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 66, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 0.0728929384965831, base_value: 439, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 67, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 0.0721649484536082, base_value: 291, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 68, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 0.0712979890310785, base_value: 547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 69, crd: 122038, firm: Teplitz Financial Group LLC, city: Old Bridge, state: NJ, value: 0.0703517587939699, base_value: 199, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122038/; rank: 70, crd: 330547, firm: Roxbury Financial, city: Mount Arlington, state: NJ, value: 0.0698689956331877, base_value: 229, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330547/; rank: 71, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 0.0687397708674304, base_value: 611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 72, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 0.0680100755667505, base_value: 397, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 73, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 0.0673076923076923, base_value: 624, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 74, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 0.064516129032258, base_value: 372, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 75, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 0.060313630880579, base_value: 829, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 76, crd: 104766, firm: Pegasus Asset Management Inc, city: Morristown, state: NJ, value: 0.0597014925373134, base_value: 268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104766/; rank: 77, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 0.0521415270018621, base_value: 537, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 78, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 0.050709939148073, base_value: 986, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 79, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 0.0492957746478873, base_value: 426, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 80, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 0.0492537313432835, base_value: 670, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 81, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 0.0490483162518303, base_value: 1366, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 82, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 0.0473773265651438, base_value: 1182, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 83, crd: 174761, firm: BCS Private Wealth Management, city: Rumson, state: NJ, value: 0.0465116279069768, base_value: 215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174761/; rank: 84, crd: 298056, firm: Tranquilli Financial Advisor, LLC, city: Clinton, state: NJ, value: 0.0444444444444445, base_value: 225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298056/; rank: 85, crd: 125122, firm: MFG Investments, LLC, city: Medford, state: NJ, value: 0.0424242424242425, base_value: 330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125122/; rank: 86, crd: 151879, firm: Kevin M. Gibney and Company, LLC, city: Iselin, state: NJ, value: 0.0384615384615385, base_value: 104, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151879/; rank: 87, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 0.0376782077393076, base_value: 1964, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 88, crd: 121812, firm: Investment Partners Asset Management, city: Metuchen, state: NJ, value: 0.0362903225806452, base_value: 248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121812/; rank: 89, crd: 110325, firm: Makrod Investment Associates Inc, city: Verona, state: NJ, value: 0.0341113105924595, base_value: 557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110325/; rank: 90, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 0.03369140625, base_value: 6144, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 91, crd: 172309, firm: Tandem Investment Partners, LLC, city: Bordentown, state: NJ, value: 0.032258064516129, base_value: 186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172309/; rank: 92, crd: 153227, firm: Davidson Wealth Management LLC, city: Forked River, state: NJ, value: 0.0313901345291481, base_value: 223, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153227/; rank: 93, crd: 287929, firm: Sfi Advisors, LLC, city: Montclair, state: NJ, value: 0.0305084745762711, base_value: 295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287929/; rank: 94, crd: 108681, firm: Seabridge Investment Advisors LLC, city: Summit, state: NJ, value: 0.0304568527918783, base_value: 197, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108681/; rank: 95, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 0.029106029106029, base_value: 481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 96, crd: 288232, firm: Heritage Financial Counselors, LLC, city: Bedminster, state: NJ, value: 0.0287769784172662, base_value: 139, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288232/; rank: 97, crd: 174909, firm: Sacks & Associates, LLC, city: Warren, state: NJ, value: 0.0285714285714285, base_value: 140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174909/; rank: 98, crd: 148208, firm: Private Client Group Asset Management, city: Gladstone, state: NJ, value: 0.0283018867924529, base_value: 106, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148208/; rank: 99, crd: 296314, firm: Masters Legacy Planning, city: Linwood, state: NJ, value: 0.028169014084507, base_value: 142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296314/; rank: 100, crd: 113926, firm: Princeton Capital Management LLC, city: Red Bank, state: NJ, value: 0.0279329608938548, base_value: 179, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113926/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [RIA market data for New Jersey](https://advisoriq.com/ria/states/new-jersey/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/new-jersey/

License: https://advisoriq.com/license/