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RIA directory Rankings Fastest growing New Jersey
Ranking, New Jersey
Fastest-growing independent RIAs over one year in New Jersey
As of October 2, 2026, Paradigm Investment Advisory, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 132.5%, from a base of $182.8 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 one year in New Jersey
Rank
Firm
City
Growth
Starting value
1
Paradigm Investment Advisory, LLC
Bridgewater
132.5%
$182.8 million
2
Sandro Wealth Management LLC
Fairfield
123.8%
$101.7 million
3
DGS Capital Management
Jersey City
96.8%
$535.5 million
4
Redwood Financial Planning, LLC
Scotch Plains
82.7%
$212.8 million
5
Able Wealth Management LLC
Toms River
79.9%
$322.1 million
6
Summit Financial, LLC
Parsippany
76.1%
$15.0 billion
7
Genesis Financial Group, LLC
Paramus
68.0%
$102.0 million
8
Mezzasalma Advisors
Tinton Falls
56.2%
$342.2 million
9
Tenon Financial
Metuchen
51.7%
$208.3 million
10
Ahara Advisors
Jersey City
51.5%
$122.4 million
11
PCB Capital LLC
East Brunswick
50.8%
$122.5 million
12
Wiss Private Client Advisors, LLC
Florham Park
50.1%
$809.7 million
13
Mountain Hill Investment Partners
Atlantic Highlands
49.7%
$360.0 million
14
Sax Wealth Advisors, LLC
Parsippany
47.3%
$2.4 billion
15
Cornerstone Planning Group
Fairfield
46.4%
$650.0 million
16
TSP Capital Management Group, LLC
Summit
43.0%
$387.0 million
17
Noblebridge Wealth
North Caldwell
40.3%
$152.9 million
18
Gci Financial Group
Mendham
38.1%
$105.1 million
19
The Genwealth Group, Inc.
Maplewood
36.7%
$483.9 million
20
Vilga Financial Planning LLC
Fair Lawn
35.8%
$124.7 million
21
Grantvest Financial Group LLC
Matawan
35.3%
$170.0 million
22
Tepp Wealth Management
Westfield
34.1%
$145.9 million
23
Drucker Wealth
Mahwah
33.8%
$666.0 million
24
Podell Financial Group LLC
Fairfield
32.2%
$172.2 million
25
Astra Wealth Partners
Jersey City
31.5%
$204.1 million
26
RMR Wealth Builders, Inc.
Montclair
31.2%
$2.2 billion
27
Omni 360 Wealth, Inc.
Plainsboro
31.2%
$324.5 million
28
Green Ridge Wealth Planning LLC
Montville
29.2%
$301.6 million
29
RDM Capital Associates Inc
Red Bank
28.9%
$127.6 million
30
Advisors Capital Management, LLC
Ridgewood
28.8%
$9.5 billion
31
Haddonfield Financial Planning LLC
Haddonfield
28.6%
$104.9 million
32
Lighthouse Financial Advisors, Inc.
Red Bank
28.2%
$869.2 million
33
Geremia Financial Services, LLC
Edison
27.9%
$103.4 million
34
TA Capital Management, LLC
Sewell
27.6%
$343.9 million
35
Shore Point Advisors, LLC
Brielle
27.5%
$257.0 million
36
Roxbury Financial
Mount Arlington
27.5%
$141.5 million
37
Vision Retirement
Ridgewood
27.4%
$497.3 million
38
Simon Quick Advisors, LLC
Morristown
27.3%
$7.1 billion
39
Saiph Capital, LLC
Wyckoff
27.1%
$361.4 million
40
Highland Financial Advisors, LLC
Wayne
27.0%
$503.8 million
41
Strategic Family Wealth Counselors, L.L.C.
Fairfield
26.5%
$1.3 billion
42
Investment Partners Asset Management
Metuchen
26.4%
$263.8 million
43
Seabridge Investment Advisors LLC
Summit
26.3%
$610.4 million
44
Bautis Financial, LLC
Montclair
25.9%
$156.8 million
45
Accretive Wealth Partners, LLC
Parsippany
25.6%
$401.6 million
46
NCM Capital Management, LLC
Ramsey
25.2%
$430.7 million
47
Corrado Advisors, LLC
Ramsey
25.0%
$202.2 million
48
Philadelphia Investment Partners, LLC
Voorhees
25.0%
$140.8 million
49
Atlas Private Wealth Advisors
Red Bank
24.9%
$688.1 million
50
Onepoint BFG Wealth Partners
Parsippany
24.7%
$12.1 billion
51
Financial Futures
Brielle
24.4%
$217.4 million
52
Novi Wealth Partners
Princeton
24.3%
$492.9 million
53
Geneva Financial Group
Lakewood
24.2%
$188.1 million
54
Cypress Financial Planning
Haddon Heights
24.2%
$395.0 million
55
Byrne Asset Management, LLC
Kingston
24.2%
$216.4 million
56
Michael J. Porro & Co. Financial Advisors, Inc.
Old Tappan
23.8%
$136.3 million
57
Halberstadt Financial Consultants Inc
Princeton
23.3%
$150.0 million
58
Quaker Wealth Management LLC
Moorestown
23.1%
$365.0 million
59
Cora Capital Advisors
Marlton
23.0%
$587.5 million
60
HFM Investment Advisors, LLC
Glassboro
22.7%
$329.3 million
61
Oakbourne Advisors
Berkeley Heights
22.7%
$283.6 million
62
East Coast Wealth Management, Inc.
Florham Park
22.6%
$124.8 million
63
Pine Valley Investments
Marlton
22.5%
$2.2 billion
64
Alliance Wealth Management Group, LLC
Flemington
22.0%
$424.2 million
65
Cherrydale Wealth Management, LLC
Montclair
21.7%
$407.1 million
66
Shorehaven Wealth Partners, LLC
Red Bank
21.6%
$445.3 million
67
Hudson Oak Wealth Advisory LLC
Hoboken
21.4%
$110.3 million
68
MFG Investments, LLC
Medford
21.1%
$121.0 million
69
Ridgewood Investments
Springfield
20.9%
$346.7 million
70
Breakwater Capital Group
Paramus
20.8%
$843.4 million
71
Leo Wealth, LLC
Edison
20.7%
$2.7 billion
72
GSG Advisors LLC
Mount Laurel
20.6%
$714.8 million
73
5C Capital Management, LLC
Woodcliff Lake
20.6%
$537.4 million
74
Black Diamond Financial, LLC
Nutley
20.5%
$365.5 million
75
Sustainvest Asset Management, LLC
Linwood
20.5%
$114.0 million
76
Revolve Wealth Partners, LLC
Hackensack
20.5%
$1.2 billion
77
Traphagen Financial Group
Oradell
20.0%
$1.9 billion
78
Personal CFO Solutions LLC
Chester
19.9%
$1.4 billion
79
Beckerman Wealth
Ocean Grove
19.7%
$253.4 million
80
Ofc Wealth Management
Short Hills
19.5%
$153.0 million
81
Weingarten Associates, L.L.C.
Lawrenceville
19.4%
$167.7 million
82
Regency Wealth Management
Ramsey
19.4%
$538.3 million
83
Maltin Wealth Management, Inc.
Ridgewood
19.2%
$425.5 million
84
Withum Wealth Management
Red Bank
19.1%
$2.0 billion
85
Virtus Wealth Solutions
Cranford
18.6%
$501.4 million
86
Emissary Wealth
Hackensack
18.5%
$156.1 million
87
Precision Financial Services
Mine Hill
18.5%
$367.7 million
88
Kagan Cocozza Asset Management
Mickleton
18.3%
$139.8 million
89
Talisman Wealth Advisors, LLC
Mountainside
18.1%
$212.8 million
90
Stern Capital Management, Inc.
Old Bridge
18.0%
$252.2 million
91
Portfolio Strategies Inc NY
Montvale
17.9%
$861.2 million
92
Wealth Quarterback LLC
Toms River
17.9%
$331.8 million
93
Asset Advisory Group, Inc.
Kinnelon
17.8%
$407.1 million
94
Princeton Global Asset Management LLC
Princeton
17.7%
$782.8 million
95
Locker Financial Services, LLC
Verona
17.6%
$181.7 million
96
Signature Wealth Management Partners, LLC
Montvale
17.3%
$387.1 million
97
Eagle Wealth Strategies
Mullica Hill
17.3%
$557.6 million
98
Tilson Financial Group Inc
New Providence
17.2%
$640.2 million
99
Heritage Financial Counselors, LLC
Bedminster
17.2%
$201.2 million
100
Summit Place Financial Advisors, LLC
Summit
17.2%
$256.4 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing 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 .