# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/new-jersey/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: New Jersey
- firms_listed: 100
- rows: rank: 1, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 0.539327737738609, base_value: 140642321, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 2, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 0.521502120721678, base_value: 129274104, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 3, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 0.495950184562758, base_value: 385171577, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 4, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 0.44748520756015, base_value: 4146510021, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 5, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 0.412762345544037, base_value: 19598088292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 6, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 0.383899558556019, base_value: 2771148919, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 7, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 0.353868865393632, base_value: 209259244, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 8, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 0.317633818554422, base_value: 107185750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 9, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 0.289542284086498, base_value: 4957474109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 10, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 0.285234344194991, base_value: 111099999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 11, crd: 171541, firm: Cherrydale Wealth Management, LLC, city: Montclair, state: NJ, value: 0.283598004551866, base_value: 142195477, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171541/; rank: 12, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 0.279235223414705, base_value: 683147223, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 13, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 0.268886075895011, base_value: 1093241986, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 14, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 0.257265985069551, base_value: 3883906439, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 15, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 0.24588793559121, base_value: 178028328, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 16, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 0.229581472327322, base_value: 123786973, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 17, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 0.22191303056942, base_value: 148349165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 18, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 0.218625755602192, base_value: 121941600, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 19, crd: 299544, firm: Accretive Wealth Partners, LLC, city: Parsippany, state: NJ, value: 0.212135350377025, base_value: 192816316, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299544/; rank: 20, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 0.207698033175471, base_value: 1040908102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 21, crd: 142480, firm: Beckerman Wealth, city: Ocean Grove, state: NJ, value: 0.204726675107855, base_value: 119517903, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142480/; rank: 22, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 0.198240083060552, base_value: 922269756, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 23, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 0.198152247104932, base_value: 198622578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 24, crd: 174761, firm: BCS Private Wealth Management, city: Rumson, state: NJ, value: 0.190149281905643, base_value: 196693381, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174761/; rank: 25, crd: 166962, firm: BPP Wealth Solutions, LLC, city: Basking Ridge, state: NJ, value: 0.189890325098935, base_value: 103665594, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166962/; rank: 26, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 0.18633909046245, base_value: 365881889, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 27, crd: 313283, firm: Talisman Wealth Advisors, LLC, city: Mountainside, state: NJ, value: 0.185693998491857, base_value: 107249058, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313283/; rank: 28, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 0.184696364431257, base_value: 3859542652, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 29, crd: 169326, firm: TA Capital Management, LLC, city: Sewell, state: NJ, value: 0.181762860223117, base_value: 190424266, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169326/; rank: 30, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 0.181599857585481, base_value: 389149000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 31, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 0.176280020157552, base_value: 631395689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 32, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 0.172401682170343, base_value: 170217177, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 33, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 0.169214003350741, base_value: 509788799, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 34, crd: 175187, firm: Mountain Hill Investment Partners, city: Atlantic Highlands, state: NJ, value: 0.164996565460183, base_value: 251188634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175187/; rank: 35, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 0.161913967819724, base_value: 1513501418, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 36, crd: 151109, firm: NCM Capital Management, LLC, city: Ramsey, state: NJ, value: 0.160420722957862, base_value: 256369665, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151109/; rank: 37, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 0.159826506088317, base_value: 438982821, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 38, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 0.156861511484867, base_value: 295729545, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 39, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 0.150472407718589, base_value: 134200000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 40, crd: 154569, firm: The Genwealth Group, Inc., city: Maplewood, state: NJ, value: 0.146456863596243, base_value: 333900000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154569/; rank: 41, crd: 108681, firm: Seabridge Investment Advisors LLC, city: Summit, state: NJ, value: 0.139228472828212, base_value: 401906820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108681/; rank: 42, crd: 171986, firm: Salvus Wealth Management, LLC, city: Red Bank, state: NJ, value: 0.13789568796137, base_value: 165897992, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171986/; rank: 43, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 0.135775105839258, base_value: 207051308, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 44, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 0.13445603138315, base_value: 269921120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 45, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 0.134085918045378, base_value: 1133461806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 46, crd: 121812, firm: Investment Partners Asset Management, city: Metuchen, state: NJ, value: 0.133353439220553, base_value: 178316577, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121812/; rank: 47, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 0.132965950715177, base_value: 907124846, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 48, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 0.128563016884818, base_value: 354025210, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 49, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 0.122941562060482, base_value: 373207917, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 50, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 0.122011259327641, base_value: 290965753, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 51, crd: 131511, firm: GSG Advisors LLC, city: Mount Laurel, state: NJ, value: 0.121137367107223, base_value: 486831581, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131511/; rank: 52, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 0.12041326489611, base_value: 940000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 53, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 0.120002810309904, base_value: 363124346, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 54, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 0.118614101886697, base_value: 571972775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 55, crd: 134080, firm: Prospect Hill Management, LLC, city: Summit, state: NJ, value: 0.11822775634403, base_value: 146748908, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134080/; rank: 56, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 0.118187511397635, base_value: 193910405, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 57, crd: 313489, firm: Guerra Pan Advisors, LLC, city: Montclair, state: NJ, value: 0.115960431247288, base_value: 121577061, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313489/; rank: 58, crd: 104766, firm: Pegasus Asset Management Inc, city: Morristown, state: NJ, value: 0.114397059247836, base_value: 322112745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104766/; rank: 59, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 0.11167235587428, base_value: 378494874, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 60, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 0.110271382699555, base_value: 410520820, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 61, crd: 288232, firm: Heritage Financial Counselors, LLC, city: Bedminster, state: NJ, value: 0.108763348498281, base_value: 140760000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288232/; rank: 62, crd: 147984, firm: Summit Place Financial Advisors, LLC, city: Summit, state: NJ, value: 0.108215589854177, base_value: 179715532, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147984/; rank: 63, crd: 120900, firm: Locker Financial Services, LLC, city: Verona, state: NJ, value: 0.107905169260411, base_value: 128076292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120900/; rank: 64, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 0.107866123346211, base_value: 385200000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 65, crd: 308002, firm: Emissary Wealth, city: Hackensack, state: NJ, value: 0.106454705996061, base_value: 111592480, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308002/; rank: 66, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 0.104507794785439, base_value: 1003352084, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 67, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 0.102242445147102, base_value: 1678014848, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 68, crd: 288375, firm: Bluefin Financial, city: Moorestown, state: NJ, value: 0.101525805525523, base_value: 178571789, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288375/; rank: 69, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 0.100406828887566, base_value: 1350922750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 70, crd: 302098, firm: White Knight Strategic Wealth Advisors, LLC, city: Lawrenceville, state: NJ, value: 0.0979601774272161, base_value: 129959397, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302098/; rank: 71, crd: 298056, firm: Tranquilli Financial Advisor, LLC, city: Clinton, state: NJ, value: 0.0962918969351052, base_value: 125893452, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298056/; rank: 72, crd: 150123, firm: Giverny Capital Advisors, city: Princeton, state: NJ, value: 0.0960780219328718, base_value: 266063648, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150123/; rank: 73, crd: 286388, firm: Parisi Gray Wealth Management, LLC, city: Mendham, state: NJ, value: 0.0946043424296243, base_value: 506587208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286388/; rank: 74, crd: 124405, firm: Stern Capital Management, Inc., city: Old Bridge, state: NJ, value: 0.0944886998324261, base_value: 189524087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124405/; rank: 75, crd: 172309, firm: Tandem Investment Partners, LLC, city: Bordentown, state: NJ, value: 0.0941501867525678, base_value: 127666987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172309/; rank: 76, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 0.0937587440039043, base_value: 345941558, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 77, crd: 110890, firm: Tilson Financial Group Inc, city: New Providence, state: NJ, value: 0.0920996820258002, base_value: 483134705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110890/; rank: 78, crd: 151879, firm: Kevin M. Gibney and Company, LLC, city: Iselin, state: NJ, value: 0.089787026368229, base_value: 199670533, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151879/; rank: 79, crd: 284546, firm: Quaker Wealth Management LLC, city: Moorestown, state: NJ, value: 0.0889452245786753, base_value: 293416320, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284546/; rank: 80, crd: 125221, firm: Byrne Asset Management, LLC, city: Kingston, state: NJ, value: 0.0887564632476512, base_value: 175636040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125221/; rank: 81, crd: 117606, firm: Wealth Management Associates, Inc., city: Cherry Hill, state: NJ, value: 0.0863745545805958, base_value: 474066237, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117606/; rank: 82, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 0.0857209150611991, base_value: 673282337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 83, crd: 107856, firm: Tandem Capital Management, Inc., city: Woodcliff Lake, state: NJ, value: 0.0841239497825887, base_value: 186753402, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107856/; rank: 84, crd: 281741, firm: Redwood Wealth Management Group, LLC, city: Medford, state: NJ, value: 0.0838321435713447, base_value: 212091895, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281741/; rank: 85, crd: 151619, firm: Kubhera Enterprises LLC, city: Princeton, state: NJ, value: 0.0833553800453635, base_value: 184614956, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151619/; rank: 86, crd: 139143, firm: Merrion Investment Management Co, LLC, city: Cranford, state: NJ, value: 0.0832456579669005, base_value: 164134957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139143/; rank: 87, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 0.0830432055171191, base_value: 361788357, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 88, crd: 169687, firm: Eks Associates, city: Princeton, state: NJ, value: 0.0823359310513359, base_value: 218328488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169687/; rank: 89, crd: 298315, firm: Signature Wealth Management Partners, LLC, city: Montvale, state: NJ, value: 0.081231710886108, base_value: 307376851, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298315/; rank: 90, crd: 171967, firm: Leicht Financial Planning and Wealth Management, city: Parsippany, state: NJ, value: 0.0809755238115377, base_value: 160847262, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171967/; rank: 91, crd: 291192, firm: Longview Financial Advisors, LLC, city: Bernardsville, state: NJ, value: 0.0808721213517203, base_value: 260206554, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291192/; rank: 92, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 0.07753386473043, base_value: 809599511, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 93, crd: 109462, firm: Halberstadt Financial Consultants Inc, city: Princeton, state: NJ, value: 0.0771699317668799, base_value: 127570606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109462/; rank: 94, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 0.0757289699177202, base_value: 316279952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 95, crd: 299723, firm: Transcend Capital Advisors, LLC, city: Madison, state: NJ, value: 0.0728399477237776, base_value: 2050582486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299723/; rank: 96, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 0.0719103558931387, base_value: 561809123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 97, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 0.0708841277038423, base_value: 540177990, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 98, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 0.0691198775707627, base_value: 311883919, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 99, crd: 153227, firm: Davidson Wealth Management LLC, city: Forked River, state: NJ, value: 0.0687896252189844, base_value: 123581953, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153227/; rank: 100, crd: 129095, firm: Personal Financial Solutions, LLC, city: Manasquan, state: NJ, value: 0.0683206757183832, base_value: 111850980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129095/

## 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

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [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/fastest-growing-5-year/new-jersey/

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