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For asset managers
AdvisorIQ

Ranking, New Jersey

Fastest-growing wealth firms over one year, including broker-dealer firms in New Jersey

As of October 2, 2026, Paradigm Investment Advisory, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 132.5%, from a base of $182.8 million.

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

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.

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 Private Advisor Group, LLC Broker-dealer affiliated Morristown 54.8% $37.3 billion
10 Tenon Financial Metuchen 51.7% $208.3 million
11 Ahara Advisors Jersey City 51.5% $122.4 million
12 PCB Capital LLC East Brunswick 50.8% $122.5 million
13 Wiss Private Client Advisors, LLC Florham Park 50.1% $809.7 million
14 Mountain Hill Investment Partners Atlantic Highlands 49.7% $360.0 million
15 Sax Wealth Advisors, LLC Parsippany 47.3% $2.4 billion
16 Cornerstone Planning Group Fairfield 46.4% $650.0 million
17 TSP Capital Management Group, LLC Summit 43.0% $387.0 million
18 Noblebridge Wealth North Caldwell 40.3% $152.9 million
19 Gci Financial Group Mendham 38.1% $105.1 million
20 The Genwealth Group, Inc. Maplewood 36.7% $483.9 million
21 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel 35.9% $519.6 million
22 Vilga Financial Planning LLC Fair Lawn 35.8% $124.7 million
23 Grantvest Financial Group LLC Matawan 35.3% $170.0 million
24 Tepp Wealth Management Westfield 34.1% $145.9 million
25 Drucker Wealth Mahwah 33.8% $666.0 million
26 Podell Financial Group LLC Fairfield 32.2% $172.2 million
27 Astra Wealth Partners Jersey City 31.5% $204.1 million
28 RMR Wealth Builders, Inc. Montclair 31.2% $2.2 billion
29 Omni 360 Wealth, Inc. Plainsboro 31.2% $324.5 million
30 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany 30.3% $590.1 million
31 Green Ridge Wealth Planning LLC Montville 29.2% $301.6 million
32 RDM Capital Associates Inc Red Bank 28.9% $127.6 million
33 Advisors Capital Management, LLC Ridgewood 28.8% $9.5 billion
34 Haddonfield Financial Planning LLC Haddonfield 28.6% $104.9 million
35 Lighthouse Financial Advisors, Inc. Red Bank 28.2% $869.2 million
36 Geremia Financial Services, LLC Edison 27.9% $103.4 million
37 TA Capital Management, LLC Sewell 27.6% $343.9 million
38 Shore Point Advisors, LLC Brielle 27.5% $257.0 million
39 Roxbury Financial Mount Arlington 27.5% $141.5 million
40 Vision Retirement Ridgewood 27.4% $497.3 million
41 Simon Quick Advisors, LLC Morristown 27.3% $7.1 billion
42 Jeffrey Matthews Wealth Management, LLC Broker-dealer affiliated Florham Park 27.1% $127.2 million
43 Saiph Capital, LLC Wyckoff 27.1% $361.4 million
44 Highland Financial Advisors, LLC Wayne 27.0% $503.8 million
45 Strategic Family Wealth Counselors, L.L.C. Fairfield 26.5% $1.3 billion
46 Investment Partners Asset Management Metuchen 26.4% $263.8 million
47 Seabridge Investment Advisors LLC Summit 26.3% $610.4 million
48 Bautis Financial, LLC Montclair 25.9% $156.8 million
49 Accretive Wealth Partners, LLC Parsippany 25.6% $401.6 million
50 NCM Capital Management, LLC Ramsey 25.2% $430.7 million
51 Corrado Advisors, LLC Ramsey 25.0% $202.2 million
52 Philadelphia Investment Partners, LLC Voorhees 25.0% $140.8 million
53 Atlas Private Wealth Advisors Red Bank 24.9% $688.1 million
54 Onepoint BFG Wealth Partners Parsippany 24.7% $12.1 billion
55 Financial Futures Brielle 24.4% $217.4 million
56 Novi Wealth Partners Princeton 24.3% $492.9 million
57 Geneva Financial Group Lakewood 24.2% $188.1 million
58 Cypress Financial Planning Haddon Heights 24.2% $395.0 million
59 Byrne Asset Management, LLC Kingston 24.2% $216.4 million
60 Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan 23.8% $136.3 million
61 Halberstadt Financial Consultants Inc Princeton 23.3% $150.0 million
62 Quaker Wealth Management LLC Moorestown 23.1% $365.0 million
63 Cora Capital Advisors Marlton 23.0% $587.5 million
64 HFM Investment Advisors, LLC Glassboro 22.7% $329.3 million
65 Oakbourne Advisors Berkeley Heights 22.7% $283.6 million
66 East Coast Wealth Management, Inc. Florham Park 22.6% $124.8 million
67 Pine Valley Investments Marlton 22.5% $2.2 billion
68 Alliance Wealth Management Group, LLC Flemington 22.0% $424.2 million
69 Cherrydale Wealth Management, LLC Montclair 21.7% $407.1 million
70 Shorehaven Wealth Partners, LLC Red Bank 21.6% $445.3 million
71 Hudson Oak Wealth Advisory LLC Hoboken 21.4% $110.3 million
72 MFG Investments, LLC Medford 21.1% $121.0 million
73 Ridgewood Investments Springfield 20.9% $346.7 million
74 Breakwater Capital Group Paramus 20.8% $843.4 million
75 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill 20.8% $740.0 million
76 Leo Wealth, LLC Edison 20.7% $2.7 billion
77 GSG Advisors LLC Mount Laurel 20.6% $714.8 million
78 5C Capital Management, LLC Woodcliff Lake 20.6% $537.4 million
79 Black Diamond Financial, LLC Nutley 20.5% $365.5 million
80 Sustainvest Asset Management, LLC Linwood 20.5% $114.0 million
81 Revolve Wealth Partners, LLC Hackensack 20.5% $1.2 billion
82 Traphagen Financial Group Oradell 20.0% $1.9 billion
83 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank 20.0% $561.5 million
84 Personal CFO Solutions LLC Chester 19.9% $1.4 billion
85 Beckerman Wealth Ocean Grove 19.7% $253.4 million
86 Ofc Wealth Management Short Hills 19.5% $153.0 million
87 Weingarten Associates, L.L.C. Lawrenceville 19.4% $167.7 million
88 Regency Wealth Management Ramsey 19.4% $538.3 million
89 Maltin Wealth Management, Inc. Ridgewood 19.2% $425.5 million
90 Withum Wealth Management Red Bank 19.1% $2.0 billion
91 Virtus Wealth Solutions Cranford 18.6% $501.4 million
92 Emissary Wealth Hackensack 18.5% $156.1 million
93 Precision Financial Services Mine Hill 18.5% $367.7 million
94 Kagan Cocozza Asset Management Mickleton 18.3% $139.8 million
95 Talisman Wealth Advisors, LLC Mountainside 18.1% $212.8 million
96 Stern Capital Management, Inc. Old Bridge 18.0% $252.2 million
97 Portfolio Strategies Inc NY Montvale 17.9% $861.2 million
98 Wealth Quarterback LLC Toms River 17.9% $331.8 million
99 TLG Advisors, Inc. Broker-dealer affiliated Summit 17.9% $1.9 billion
100 Asset Advisory Group, Inc. Kinnelon 17.8% $407.1 million

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

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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.