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RIA directory Rankings Fastest growing, 5 years New Jersey
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 .