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For asset managers
AdvisorIQ

Ranking, New Jersey

Largest independent RIAs by assets under management in New Jersey

As of October 2, 2026, Pathstone ranked #1 in New Jersey in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $110.3 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Pathstone Englewood $110.3 billion
2 Summit Financial, LLC Parsippany $26.3 billion
3 Modera Wealth Management, LLC Westwood $17.7 billion
4 Onepoint BFG Wealth Partners Parsippany $15.1 billion
5 Circle Wealth Management, LLC Summit $14.1 billion
6 Advisors Capital Management, LLC Ridgewood $12.2 billion
7 Simon Quick Advisors, LLC Morristown $9.0 billion
8 BC Advisors, LLC Mount Laurel $4.7 billion
9 Sax Wealth Advisors, LLC Parsippany $3.6 billion
10 Leo Wealth, LLC Edison $3.2 billion
11 Transcend Capital Advisors, LLC Madison $2.9 billion
12 RMR Wealth Builders, Inc. Montclair $2.9 billion
13 CFS Investment Advisory Services LLC Totowa $2.7 billion
14 Pine Valley Investments Marlton $2.7 billion
15 Withum Wealth Management Red Bank $2.3 billion
16 Traphagen Financial Group Oradell $2.3 billion
17 Condor Capital Wealth Management Martinsville $2.2 billion
18 Roundview Capital, LLC Princeton $2.1 billion
19 Cra Financial Services, L.L.C. Northfield $1.7 billion
20 Strategic Family Wealth Counselors, L.L.C. Fairfield $1.7 billion
21 Personal CFO Solutions LLC Chester $1.6 billion
22 Revolve Wealth Partners, LLC Hackensack $1.4 billion
23 Laurel Oak Wealth Management, LLC Marlton $1.4 billion
24 Miller Tabak Asset Management Matawan $1.2 billion
25 Premier Path Wealth Partners, LLC Madison $1.2 billion
26 Wiss Private Client Advisors, LLC Florham Park $1.2 billion
27 Signet Financial Management, LLC Parsippany $1.2 billion
28 Lighthouse Financial Advisors, Inc. Red Bank $1.1 billion
29 DGS Capital Management Jersey City $1.1 billion
30 Breakwater Capital Group Paramus $1.0 billion
31 Portfolio Strategies Inc NY Montvale $1.0 billion
32 Oliver Luxxe Assets LLC Gladstone $1.0 billion
33 Cornerstone Planning Group Fairfield $951.8 million
34 Princeton Global Asset Management LLC Princeton $921.3 million
35 Key Client Fiduciary Advisors, LLC Fairfield $896.3 million
36 Makrod Investment Associates Inc Verona $894.4 million
37 Drucker Wealth Mahwah $891.2 million
38 GSG Advisors LLC Mount Laurel $862.3 million
39 Atlas Private Wealth Advisors Red Bank $859.8 million
40 Parisi Gray Wealth Management, LLC Mendham $796.0 million
41 McRae Capital Management Inc. Morristown $795.0 million
42 Seabridge Investment Advisors LLC Summit $771.2 million
43 Sterling Financial Planning Inc Sparta $760.8 million
44 Tilson Financial Group Inc New Providence $750.6 million
45 Cora Capital Advisors Marlton $722.9 million
46 Wealth Management Associates, Inc. Cherry Hill $717.4 million
47 Covenant Asset Management, LLC Chester $692.6 million
48 Prestige Wealth Management Group, LLC Flemington $666.4 million
49 The Genwealth Group, Inc. Maplewood $661.3 million
50 Eagle Wealth Strategies Mullica Hill $653.8 million
51 5C Capital Management, LLC Woodcliff Lake $648.1 million
52 Chatham Wealth Management Chatham $642.9 million
53 Regency Wealth Management Ramsey $642.6 million
54 Highland Financial Advisors, LLC Wayne $640.0 million
55 Vision Retirement Ridgewood $633.7 million
56 Kennedy Investment Group West Deptford $633.2 million
57 Clear Wave Wealth Management, LLC Red Bank $617.0 million
58 Novi Wealth Partners Princeton $612.8 million
59 Virtus Wealth Solutions Cranford $594.9 million
60 Able Wealth Management LLC Toms River $579.5 million
61 Dumont & Blake Investment Advisors LLC Princeton $562.3 million
62 Pegasus Asset Management Inc Morristown $553.6 million
63 TSP Capital Management Group, LLC Summit $553.3 million
64 Shorehaven Wealth Partners, LLC Red Bank $541.5 million
65 NCM Capital Management, LLC Ramsey $539.4 million
66 Access Wealth East Hanover $539.1 million
67 Mountain Hill Investment Partners Atlantic Highlands $539.0 million
68 Mezzasalma Advisors Tinton Falls $534.4 million
69 Alliance Wealth Management Group, LLC Flemington $517.4 million
70 Maltin Wealth Management, Inc. Ridgewood $507.2 million
71 Accretive Wealth Partners, LLC Parsippany $504.5 million
72 Black Coral Financial Advisors, LLC Mount Olive $504.4 million
73 Cherrydale Wealth Management, LLC Montclair $495.5 million
74 Cypress Financial Planning Haddon Heights $490.4 million
75 Asset Advisory Group, Inc. Kinnelon $479.5 million
76 BCS Private Wealth Management Rumson $469.7 million
77 Saiph Capital, LLC Wyckoff $459.4 million
78 Mullooly Asset Management, Inc. Wall Township $455.6 million
79 Signature Wealth Management Partners, LLC Montvale $454.2 million
80 Quaker Wealth Management LLC Moorestown $449.3 million
81 Black Diamond Financial, LLC Nutley $440.6 million
82 TA Capital Management, LLC Sewell $438.9 million
83 Precision Financial Services Mine Hill $435.6 million
84 Princeton Capital Management LLC Red Bank $435.5 million
85 Omni 360 Wealth, Inc. Plainsboro $425.7 million
86 Paradigm Investment Advisory, LLC Bridgewater $425.1 million
87 Giverny Capital Advisors Princeton $420.9 million
88 Ridgewood Investments Springfield $419.2 million
89 HFM Investment Advisors, LLC Glassboro $404.1 million
90 Carnegie Lake Advisors LLC Princeton $403.0 million
91 Wealth Quarterback LLC Toms River $391.3 million
92 Hillcrest Wealth Advisors - NY, LLC Holmdel $390.7 million
93 Green Ridge Wealth Planning LLC Montville $389.6 million
94 Redwood Financial Planning, LLC Scotch Plains $388.8 million
95 Longview Financial Advisors, LLC Bernardsville $383.9 million
96 Northstar Advisory Group, LLC Northfield $377.0 million
97 Baron Financial Group LLC Fair Lawn $369.1 million
98 Sage Capital Management LLC Stockton $368.6 million
99 Oakbourne Advisors Berkeley Heights $347.9 million
100 Smallwood Wealth Management Red Bank $339.0 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.