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AdvisorIQ

Ranking, New Jersey

Fastest-growing wealth firms over five years, including broker-dealer firms 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 wealth firms over five years, including broker-dealer firms, with 53.9%, from a base of $140.6 million.

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

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.

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 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany 19.5% $315.6 million
25 BCS Private Wealth Management Rumson 19.0% $196.7 million
26 BPP Wealth Solutions, LLC Basking Ridge 19.0% $103.7 million
27 Atlas Private Wealth Advisors Red Bank 18.6% $365.9 million
28 Talisman Wealth Advisors, LLC Mountainside 18.6% $107.2 million
29 Simon Quick Advisors, LLC Morristown 18.5% $3.9 billion
30 TA Capital Management, LLC Sewell 18.2% $190.4 million
31 Key Client Fiduciary Advisors, LLC Fairfield 18.2% $389.1 million
32 Revolve Wealth Partners, LLC Hackensack 17.6% $631.4 million
33 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank 17.6% $299.3 million
34 Northstar Advisory Group, LLC Northfield 17.2% $170.2 million
35 Lighthouse Financial Advisors, Inc. Red Bank 16.9% $509.8 million
36 Mountain Hill Investment Partners Atlantic Highlands 16.5% $251.2 million
37 Leo Wealth, LLC Edison 16.2% $1.5 billion
38 NCM Capital Management, LLC Ramsey 16.0% $256.4 million
39 Princeton Global Asset Management LLC Princeton 16.0% $439.0 million
40 Novi Wealth Partners Princeton 15.7% $295.7 million
41 Financial Futures Brielle 15.0% $134.2 million
42 The Genwealth Group, Inc. Maplewood 14.6% $333.9 million
43 TLG Advisors, Inc. Broker-dealer affiliated Summit 14.5% $1.2 billion
44 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel 14.4% $360.0 million
45 Seabridge Investment Advisors LLC Summit 13.9% $401.9 million
46 Private Advisor Group, LLC Broker-dealer affiliated Morristown 13.9% $30.1 billion
47 Salvus Wealth Management, LLC Red Bank 13.8% $165.9 million
48 Wealth Quarterback LLC Toms River 13.6% $207.1 million
49 Maltin Wealth Management, Inc. Ridgewood 13.4% $269.9 million
50 Roundview Capital, LLC Princeton 13.4% $1.1 billion
51 Investment Partners Asset Management Metuchen 13.3% $178.3 million
52 Cra Financial Services, L.L.C. Northfield 13.3% $907.1 million
53 5C Capital Management, LLC Woodcliff Lake 12.9% $354.0 million
54 Prestige Wealth Management Group, LLC Flemington 12.3% $373.2 million
55 Alliance Wealth Management Group, LLC Flemington 12.2% $291.0 million
56 GSG Advisors LLC Mount Laurel 12.1% $486.8 million
57 Strategic Family Wealth Counselors, L.L.C. Fairfield 12.0% $940.0 million
58 Highland Financial Advisors, LLC Wayne 12.0% $363.1 million
59 Oliver Luxxe Assets LLC Gladstone 11.9% $572.0 million
60 Prospect Hill Management, LLC Summit 11.8% $146.7 million
61 Smallwood Wealth Management Red Bank 11.8% $193.9 million
62 Guerra Pan Advisors, LLC Montclair 11.6% $121.6 million
63 Pegasus Asset Management Inc Morristown 11.4% $322.1 million
64 Regency Wealth Management Ramsey 11.2% $378.5 million
65 Covenant Asset Management, LLC Chester 11.0% $410.5 million
66 Heritage Financial Counselors, LLC Bedminster 10.9% $140.8 million
67 Summit Place Financial Advisors, LLC Summit 10.8% $179.7 million
68 Locker Financial Services, LLC Verona 10.8% $128.1 million
69 Chatham Wealth Management Chatham 10.8% $385.2 million
70 Emissary Wealth Hackensack 10.6% $111.6 million
71 Personal CFO Solutions LLC Chester 10.5% $1.0 billion
72 CFS Investment Advisory Services LLC Totowa 10.2% $1.7 billion
73 Bluefin Financial Moorestown 10.2% $178.6 million
74 Condor Capital Wealth Management Martinsville 10.0% $1.4 billion
75 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston 9.9% $641.4 million
76 UBS Financial Services Inc. Broker-dealer affiliated Weehawken 9.9% $572.5 billion
77 White Knight Strategic Wealth Advisors, LLC Lawrenceville 9.8% $130.0 million
78 Tranquilli Financial Advisor, LLC Clinton 9.6% $125.9 million
79 Giverny Capital Advisors Princeton 9.6% $266.1 million
80 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill 9.6% $565.9 million
81 Parisi Gray Wealth Management, LLC Mendham 9.5% $506.6 million
82 Stern Capital Management, Inc. Old Bridge 9.4% $189.5 million
83 Tandem Investment Partners, LLC Bordentown 9.4% $127.7 million
84 Shorehaven Wealth Partners, LLC Red Bank 9.4% $345.9 million
85 Tilson Financial Group Inc New Providence 9.2% $483.1 million
86 Kevin M. Gibney and Company, LLC Iselin 9.0% $199.7 million
87 Feldstein, Steven DBA Steven Feldstein & Associates Broker-dealer affiliated Basking Ridge 8.9% $104.4 million
88 Quaker Wealth Management LLC Moorestown 8.9% $293.4 million
89 Byrne Asset Management, LLC Kingston 8.9% $175.6 million
90 Wealth Management Associates, Inc. Cherry Hill 8.6% $474.1 million
91 Portfolio Strategies Inc NY Montvale 8.6% $673.3 million
92 Tandem Capital Management, Inc. Woodcliff Lake 8.4% $186.8 million
93 Redwood Wealth Management Group, LLC Medford 8.4% $212.1 million
94 Kubhera Enterprises LLC Princeton 8.3% $184.6 million
95 Merrion Investment Management Co, LLC Cranford 8.3% $164.1 million
96 Access Wealth East Hanover 8.3% $361.8 million
97 Eks Associates Princeton 8.2% $218.3 million
98 Signature Wealth Management Partners, LLC Montvale 8.1% $307.4 million
99 Leicht Financial Planning and Wealth Management Parsippany 8.1% $160.8 million
100 Longview Financial Advisors, LLC Bernardsville 8.1% $260.2 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.