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Ranking, New Jersey

Fastest-growing independent RIAs over five years in New Jersey

As of October 2, 2026, Wiss Private Client Advisors, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 53.9%, from a base of $140.6 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over five years in New Jersey
Rank Firm City Growth Starting value
1 Wiss Private Client Advisors, LLC Florham Park 53.9% $140.6 million
2 DGS Capital Management Jersey City 52.2% $129.3 million
3 RMR Wealth Builders, Inc. Montclair 49.6% $385.2 million
4 Summit Financial, LLC Parsippany 44.7% $4.1 billion
5 Pathstone Englewood 41.3% $19.6 billion
6 Circle Wealth Management, LLC Summit 38.4% $2.8 billion
7 Cornerstone Planning Group Fairfield 35.4% $209.3 million
8 Omni 360 Wealth, Inc. Plainsboro 31.8% $107.2 million
9 Modera Wealth Management, LLC Westwood 29.0% $5.0 billion
10 Green Ridge Wealth Planning LLC Montville 28.5% $111.1 million
11 Cherrydale Wealth Management, LLC Montclair 28.4% $142.2 million
12 Withum Wealth Management Red Bank 27.9% $683.1 million
13 Sax Wealth Advisors, LLC Parsippany 26.9% $1.1 billion
14 Advisors Capital Management, LLC Ridgewood 25.7% $3.9 billion
15 Mezzasalma Advisors Tinton Falls 24.6% $178.0 million
16 Oakbourne Advisors Berkeley Heights 23.0% $123.8 million
17 HFM Investment Advisors, LLC Glassboro 22.2% $148.3 million
18 Shore Point Advisors, LLC Brielle 21.9% $121.9 million
19 Accretive Wealth Partners, LLC Parsippany 21.2% $192.8 million
20 Pine Valley Investments Marlton 20.8% $1.0 billion
21 Beckerman Wealth Ocean Grove 20.5% $119.5 million
22 Traphagen Financial Group Oradell 19.8% $922.3 million
23 Cypress Financial Planning Haddon Heights 19.8% $198.6 million
24 BCS Private Wealth Management Rumson 19.0% $196.7 million
25 BPP Wealth Solutions, LLC Basking Ridge 19.0% $103.7 million
26 Atlas Private Wealth Advisors Red Bank 18.6% $365.9 million
27 Talisman Wealth Advisors, LLC Mountainside 18.6% $107.2 million
28 Simon Quick Advisors, LLC Morristown 18.5% $3.9 billion
29 TA Capital Management, LLC Sewell 18.2% $190.4 million
30 Key Client Fiduciary Advisors, LLC Fairfield 18.2% $389.1 million
31 Revolve Wealth Partners, LLC Hackensack 17.6% $631.4 million
32 Northstar Advisory Group, LLC Northfield 17.2% $170.2 million
33 Lighthouse Financial Advisors, Inc. Red Bank 16.9% $509.8 million
34 Mountain Hill Investment Partners Atlantic Highlands 16.5% $251.2 million
35 Leo Wealth, LLC Edison 16.2% $1.5 billion
36 NCM Capital Management, LLC Ramsey 16.0% $256.4 million
37 Princeton Global Asset Management LLC Princeton 16.0% $439.0 million
38 Novi Wealth Partners Princeton 15.7% $295.7 million
39 Financial Futures Brielle 15.0% $134.2 million
40 The Genwealth Group, Inc. Maplewood 14.6% $333.9 million
41 Seabridge Investment Advisors LLC Summit 13.9% $401.9 million
42 Salvus Wealth Management, LLC Red Bank 13.8% $165.9 million
43 Wealth Quarterback LLC Toms River 13.6% $207.1 million
44 Maltin Wealth Management, Inc. Ridgewood 13.4% $269.9 million
45 Roundview Capital, LLC Princeton 13.4% $1.1 billion
46 Investment Partners Asset Management Metuchen 13.3% $178.3 million
47 Cra Financial Services, L.L.C. Northfield 13.3% $907.1 million
48 5C Capital Management, LLC Woodcliff Lake 12.9% $354.0 million
49 Prestige Wealth Management Group, LLC Flemington 12.3% $373.2 million
50 Alliance Wealth Management Group, LLC Flemington 12.2% $291.0 million
51 GSG Advisors LLC Mount Laurel 12.1% $486.8 million
52 Strategic Family Wealth Counselors, L.L.C. Fairfield 12.0% $940.0 million
53 Highland Financial Advisors, LLC Wayne 12.0% $363.1 million
54 Oliver Luxxe Assets LLC Gladstone 11.9% $572.0 million
55 Prospect Hill Management, LLC Summit 11.8% $146.7 million
56 Smallwood Wealth Management Red Bank 11.8% $193.9 million
57 Guerra Pan Advisors, LLC Montclair 11.6% $121.6 million
58 Pegasus Asset Management Inc Morristown 11.4% $322.1 million
59 Regency Wealth Management Ramsey 11.2% $378.5 million
60 Covenant Asset Management, LLC Chester 11.0% $410.5 million
61 Heritage Financial Counselors, LLC Bedminster 10.9% $140.8 million
62 Summit Place Financial Advisors, LLC Summit 10.8% $179.7 million
63 Locker Financial Services, LLC Verona 10.8% $128.1 million
64 Chatham Wealth Management Chatham 10.8% $385.2 million
65 Emissary Wealth Hackensack 10.6% $111.6 million
66 Personal CFO Solutions LLC Chester 10.5% $1.0 billion
67 CFS Investment Advisory Services LLC Totowa 10.2% $1.7 billion
68 Bluefin Financial Moorestown 10.2% $178.6 million
69 Condor Capital Wealth Management Martinsville 10.0% $1.4 billion
70 White Knight Strategic Wealth Advisors, LLC Lawrenceville 9.8% $130.0 million
71 Tranquilli Financial Advisor, LLC Clinton 9.6% $125.9 million
72 Giverny Capital Advisors Princeton 9.6% $266.1 million
73 Parisi Gray Wealth Management, LLC Mendham 9.5% $506.6 million
74 Stern Capital Management, Inc. Old Bridge 9.4% $189.5 million
75 Tandem Investment Partners, LLC Bordentown 9.4% $127.7 million
76 Shorehaven Wealth Partners, LLC Red Bank 9.4% $345.9 million
77 Tilson Financial Group Inc New Providence 9.2% $483.1 million
78 Kevin M. Gibney and Company, LLC Iselin 9.0% $199.7 million
79 Quaker Wealth Management LLC Moorestown 8.9% $293.4 million
80 Byrne Asset Management, LLC Kingston 8.9% $175.6 million
81 Wealth Management Associates, Inc. Cherry Hill 8.6% $474.1 million
82 Portfolio Strategies Inc NY Montvale 8.6% $673.3 million
83 Tandem Capital Management, Inc. Woodcliff Lake 8.4% $186.8 million
84 Redwood Wealth Management Group, LLC Medford 8.4% $212.1 million
85 Kubhera Enterprises LLC Princeton 8.3% $184.6 million
86 Merrion Investment Management Co, LLC Cranford 8.3% $164.1 million
87 Access Wealth East Hanover 8.3% $361.8 million
88 Eks Associates Princeton 8.2% $218.3 million
89 Signature Wealth Management Partners, LLC Montvale 8.1% $307.4 million
90 Leicht Financial Planning and Wealth Management Parsippany 8.1% $160.8 million
91 Longview Financial Advisors, LLC Bernardsville 8.1% $260.2 million
92 Signet Financial Management, LLC Parsippany 7.8% $809.6 million
93 Halberstadt Financial Consultants Inc Princeton 7.7% $127.6 million
94 Mullooly Asset Management, Inc. Wall Township 7.6% $316.3 million
95 Transcend Capital Advisors, LLC Madison 7.3% $2.1 billion
96 McRae Capital Management Inc. Morristown 7.2% $561.8 million
97 Sterling Financial Planning Inc Sparta 7.1% $540.2 million
98 Precision Financial Services Mine Hill 6.9% $311.9 million
99 Davidson Wealth Management LLC Forked River 6.9% $123.6 million
100 Personal Financial Solutions, LLC Manasquan 6.8% $111.9 million

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

More rankings

Fastest growing, 5 years 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.