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For asset managers
AdvisorIQ

Ranking, New Jersey

Largest wealth firms by assets under management, including broker-dealer firms in New Jersey

As of October 2, 2026, UBS Financial Services Inc. ranked #1 in New Jersey in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $915.8 billion.

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

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 UBS Financial Services Inc. Broker-dealer affiliated Weehawken $915.8 billion
2 Pathstone Englewood $110.3 billion
3 Private Advisor Group, LLC Broker-dealer affiliated Morristown $57.7 billion
4 Summit Financial, LLC Parsippany $26.3 billion
5 Modera Wealth Management, LLC Westwood $17.7 billion
6 Onepoint BFG Wealth Partners Parsippany $15.1 billion
7 Circle Wealth Management, LLC Summit $14.1 billion
8 Advisors Capital Management, LLC Ridgewood $12.2 billion
9 Simon Quick Advisors, LLC Morristown $9.0 billion
10 BC Advisors, LLC Mount Laurel $4.7 billion
11 Beacon Trust Broker-dealer affiliated Morristown $4.4 billion
12 Sax Wealth Advisors, LLC Parsippany $3.6 billion
13 Leo Wealth, LLC Edison $3.2 billion
14 Transcend Capital Advisors, LLC Madison $2.9 billion
15 RMR Wealth Builders, Inc. Montclair $2.9 billion
16 CFS Investment Advisory Services LLC Totowa $2.7 billion
17 Valley Wealth Managers, Inc. Broker-dealer affiliated Paramus $2.7 billion
18 Pine Valley Investments Marlton $2.7 billion
19 Withum Wealth Management Red Bank $2.3 billion
20 TLG Advisors, Inc. Broker-dealer affiliated Summit $2.3 billion
21 Traphagen Financial Group Oradell $2.3 billion
22 Condor Capital Wealth Management Martinsville $2.2 billion
23 Roundview Capital, LLC Princeton $2.1 billion
24 Cra Financial Services, L.L.C. Northfield $1.7 billion
25 Strategic Family Wealth Counselors, L.L.C. Fairfield $1.7 billion
26 Personal CFO Solutions LLC Chester $1.6 billion
27 Revolve Wealth Partners, LLC Hackensack $1.4 billion
28 Laurel Oak Wealth Management, LLC Marlton $1.4 billion
29 Miller Tabak Asset Management Matawan $1.2 billion
30 Premier Path Wealth Partners, LLC Madison $1.2 billion
31 Wiss Private Client Advisors, LLC Florham Park $1.2 billion
32 Signet Financial Management, LLC Parsippany $1.2 billion
33 Lighthouse Financial Advisors, Inc. Red Bank $1.1 billion
34 Npa Asset Management, LLC Broker-dealer affiliated Fair Lawn $1.1 billion
35 DGS Capital Management Jersey City $1.1 billion
36 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston $1.0 billion
37 Breakwater Capital Group Paramus $1.0 billion
38 Portfolio Strategies Inc NY Montvale $1.0 billion
39 Oliver Luxxe Assets LLC Gladstone $1.0 billion
40 Cornerstone Planning Group Fairfield $951.8 million
41 Princeton Global Asset Management LLC Princeton $921.3 million
42 Key Client Fiduciary Advisors, LLC Fairfield $896.3 million
43 Makrod Investment Associates Inc Verona $894.4 million
44 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill $894.2 million
45 Drucker Wealth Mahwah $891.2 million
46 GSG Advisors LLC Mount Laurel $862.3 million
47 Atlas Private Wealth Advisors Red Bank $859.8 million
48 Fortis Group Advisors LLC Broker-dealer affiliated Westwood $822.4 million
49 Parisi Gray Wealth Management, LLC Mendham $796.0 million
50 McRae Capital Management Inc. Morristown $795.0 million
51 Seabridge Investment Advisors LLC Summit $771.2 million
52 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany $768.8 million
53 Sterling Financial Planning Inc Sparta $760.8 million
54 Tilson Financial Group Inc New Providence $750.6 million
55 Cora Capital Advisors Marlton $722.9 million
56 Wealth Management Associates, Inc. Cherry Hill $717.4 million
57 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel $706.0 million
58 Covenant Asset Management, LLC Chester $692.6 million
59 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank $673.8 million
60 Prestige Wealth Management Group, LLC Flemington $666.4 million
61 The Genwealth Group, Inc. Maplewood $661.3 million
62 Eagle Wealth Strategies Mullica Hill $653.8 million
63 5C Capital Management, LLC Woodcliff Lake $648.1 million
64 Chatham Wealth Management Chatham $642.9 million
65 Regency Wealth Management Ramsey $642.6 million
66 Highland Financial Advisors, LLC Wayne $640.0 million
67 Vision Retirement Ridgewood $633.7 million
68 Kennedy Investment Group West Deptford $633.2 million
69 Clear Wave Wealth Management, LLC Red Bank $617.0 million
70 Novi Wealth Partners Princeton $612.8 million
71 Virtus Wealth Solutions Cranford $594.9 million
72 Able Wealth Management LLC Toms River $579.5 million
73 Dumont & Blake Investment Advisors LLC Princeton $562.3 million
74 Pegasus Asset Management Inc Morristown $553.6 million
75 TSP Capital Management Group, LLC Summit $553.3 million
76 Shorehaven Wealth Partners, LLC Red Bank $541.5 million
77 NCM Capital Management, LLC Ramsey $539.4 million
78 Access Wealth East Hanover $539.1 million
79 Mountain Hill Investment Partners Atlantic Highlands $539.0 million
80 Mezzasalma Advisors Tinton Falls $534.4 million
81 Alliance Wealth Management Group, LLC Flemington $517.4 million
82 Maltin Wealth Management, Inc. Ridgewood $507.2 million
83 Accretive Wealth Partners, LLC Parsippany $504.5 million
84 Black Coral Financial Advisors, LLC Mount Olive $504.4 million
85 Cherrydale Wealth Management, LLC Montclair $495.5 million
86 Cypress Financial Planning Haddon Heights $490.4 million
87 Asset Advisory Group, Inc. Kinnelon $479.5 million
88 BCS Private Wealth Management Rumson $469.7 million
89 Saiph Capital, LLC Wyckoff $459.4 million
90 Mullooly Asset Management, Inc. Wall Township $455.6 million
91 Signature Wealth Management Partners, LLC Montvale $454.2 million
92 Quaker Wealth Management LLC Moorestown $449.3 million
93 Black Diamond Financial, LLC Nutley $440.6 million
94 TA Capital Management, LLC Sewell $438.9 million
95 Precision Financial Services Mine Hill $435.6 million
96 Princeton Capital Management LLC Red Bank $435.5 million
97 Omni 360 Wealth, Inc. Plainsboro $425.7 million
98 Paradigm Investment Advisory, LLC Bridgewater $425.1 million
99 Giverny Capital Advisors Princeton $420.9 million
100 Ridgewood Investments Springfield $419.2 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.