{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Largest independent RIAs by assets under management in New Jersey","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Largest independent RIAs by assets under management","how_it_is_computed":"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.","unit":"usd","scope":"New Jersey","firms_listed":100,"rows":[{"rank":1,"crd":151736,"firm":"Pathstone","city":"Englewood","state":"NJ","value":110295873738,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151736/"},{"rank":2,"crd":299322,"firm":"Summit Financial, LLC","city":"Parsippany","state":"NJ","value":26348347965,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299322/"},{"rank":3,"crd":155649,"firm":"Modera Wealth Management, LLC","city":"Westwood","state":"NJ","value":17678214162,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155649/"},{"rank":4,"crd":318366,"firm":"Onepoint BFG Wealth Partners","city":"Parsippany","state":"NJ","value":15127499616,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318366/"},{"rank":5,"crd":142878,"firm":"Circle Wealth Management, LLC","city":"Summit","state":"NJ","value":14066392093,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142878/"},{"rank":6,"crd":112266,"firm":"Advisors Capital Management, LLC","city":"Ridgewood","state":"NJ","value":12201257410,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112266/"},{"rank":7,"crd":132330,"firm":"Simon Quick Advisors, LLC","city":"Morristown","state":"NJ","value":9006812528,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132330/"},{"rank":8,"crd":142982,"firm":"BC Advisors, LLC","city":"Mount Laurel","state":"NJ","value":4734892180,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142982/"},{"rank":9,"crd":119193,"firm":"Sax Wealth Advisors, LLC","city":"Parsippany","state":"NJ","value":3596080962,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119193/"},{"rank":10,"crd":283891,"firm":"Leo Wealth, LLC","city":"Edison","state":"NJ","value":3205181999,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283891/"},{"rank":11,"crd":299723,"firm":"Transcend Capital Advisors, LLC","city":"Madison","state":"NJ","value":2914418569,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299723/"},{"rank":12,"crd":169005,"firm":"RMR Wealth Builders, Inc.","city":"Montclair","state":"NJ","value":2885624988,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169005/"},{"rank":13,"crd":106577,"firm":"CFS Investment Advisory Services LLC","city":"Totowa","state":"NJ","value":2730118221,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106577/"},{"rank":14,"crd":173995,"firm":"Pine Valley Investments","city":"Marlton","state":"NJ","value":2674263421,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173995/"},{"rank":15,"crd":158332,"firm":"Withum Wealth Management","city":"Red Bank","state":"NJ","value":2340272087,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158332/"},{"rank":16,"crd":107764,"firm":"Traphagen Financial Group","city":"Oradell","state":"NJ","value":2278123079,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107764/"},{"rank":17,"crd":104920,"firm":"Condor Capital Wealth Management","city":"Martinsville","state":"NJ","value":2179700881,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104920/"},{"rank":18,"crd":148083,"firm":"Roundview Capital, LLC","city":"Princeton","state":"NJ","value":2126359440,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148083/"},{"rank":19,"crd":124004,"firm":"Cra Financial Services, L.L.C.","city":"Northfield","state":"NJ","value":1693368017,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124004/"},{"rank":20,"crd":128199,"firm":"Strategic Family Wealth Counselors, L.L.C.","city":"Fairfield","state":"NJ","value":1659659756,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128199/"},{"rank":21,"crd":158248,"firm":"Personal CFO Solutions LLC","city":"Chester","state":"NJ","value":1649290976,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158248/"},{"rank":22,"crd":286643,"firm":"Revolve Wealth Partners, LLC","city":"Hackensack","state":"NJ","value":1421854687,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286643/"},{"rank":23,"crd":336824,"firm":"Laurel Oak Wealth Management, LLC","city":"Marlton","state":"NJ","value":1399270429,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336824/"},{"rank":24,"crd":147381,"firm":"Miller Tabak Asset Management","city":"Matawan","state":"NJ","value":1243793228,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147381/"},{"rank":25,"crd":325300,"firm":"Premier Path Wealth Partners, LLC","city":"Madison","state":"NJ","value":1223242250,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325300/"},{"rank":26,"crd":286319,"firm":"Wiss Private Client Advisors, LLC","city":"Florham Park","state":"NJ","value":1215546286,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286319/"},{"rank":27,"crd":105310,"firm":"Signet Financial Management, LLC","city":"Parsippany","state":"NJ","value":1176047539,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105310/"},{"rank":28,"crd":121496,"firm":"Lighthouse Financial Advisors, Inc.","city":"Red Bank","state":"NJ","value":1113936231,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121496/"},{"rank":29,"crd":281938,"firm":"DGS Capital Management","city":"Jersey City","state":"NJ","value":1054081877,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281938/"},{"rank":30,"crd":321097,"firm":"Breakwater Capital Group","city":"Paramus","state":"NJ","value":1019176972,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321097/"},{"rank":31,"crd":106942,"firm":"Portfolio Strategies Inc NY","city":"Montvale","state":"NJ","value":1015753299,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106942/"},{"rank":32,"crd":169588,"firm":"Oliver Luxxe Assets LLC","city":"Gladstone","state":"NJ","value":1001790266,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169588/"},{"rank":33,"crd":307189,"firm":"Cornerstone Planning Group","city":"Fairfield","state":"NJ","value":951848121,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307189/"},{"rank":34,"crd":146644,"firm":"Princeton Global Asset Management LLC","city":"Princeton","state":"NJ","value":921324613,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146644/"},{"rank":35,"crd":298240,"firm":"Key Client Fiduciary Advisors, LLC","city":"Fairfield","state":"NJ","value":896330281,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298240/"},{"rank":36,"crd":110325,"firm":"Makrod Investment Associates Inc","city":"Verona","state":"NJ","value":894437867,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110325/"},{"rank":37,"crd":328909,"firm":"Drucker Wealth","city":"Mahwah","state":"NJ","value":891154920,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328909/"},{"rank":38,"crd":131511,"firm":"GSG Advisors LLC","city":"Mount Laurel","state":"NJ","value":862328782,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131511/"},{"rank":39,"crd":283744,"firm":"Atlas Private Wealth Advisors","city":"Red Bank","state":"NJ","value":859775602,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283744/"},{"rank":40,"crd":286388,"firm":"Parisi Gray Wealth Management, LLC","city":"Mendham","state":"NJ","value":796049461,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286388/"},{"rank":41,"crd":104567,"firm":"McRae Capital Management Inc.","city":"Morristown","state":"NJ","value":795025614,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104567/"},{"rank":42,"crd":108681,"firm":"Seabridge Investment Advisors LLC","city":"Summit","state":"NJ","value":771222213,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108681/"},{"rank":43,"crd":108664,"firm":"Sterling Financial Planning Inc","city":"Sparta","state":"NJ","value":760762843,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108664/"},{"rank":44,"crd":110890,"firm":"Tilson Financial Group Inc","city":"New Providence","state":"NJ","value":750550016,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110890/"},{"rank":45,"crd":318134,"firm":"Cora Capital Advisors","city":"Marlton","state":"NJ","value":722898670,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318134/"},{"rank":46,"crd":117606,"firm":"Wealth Management Associates, Inc.","city":"Cherry Hill","state":"NJ","value":717359659,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117606/"},{"rank":47,"crd":108567,"firm":"Covenant Asset Management, LLC","city":"Chester","state":"NJ","value":692597497,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108567/"},{"rank":48,"crd":127381,"firm":"Prestige Wealth Management Group, LLC","city":"Flemington","state":"NJ","value":666402517,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/127381/"},{"rank":49,"crd":154569,"firm":"The Genwealth Group, Inc.","city":"Maplewood","state":"NJ","value":661309882,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154569/"},{"rank":50,"crd":323814,"firm":"Eagle Wealth Strategies","city":"Mullica Hill","state":"NJ","value":653846028,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323814/"},{"rank":51,"crd":284213,"firm":"5C Capital Management, LLC","city":"Woodcliff Lake","state":"NJ","value":648131696,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284213/"},{"rank":52,"crd":111987,"firm":"Chatham Wealth Management","city":"Chatham","state":"NJ","value":642869307,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111987/"},{"rank":53,"crd":131208,"firm":"Regency Wealth Management","city":"Ramsey","state":"NJ","value":642604900,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131208/"},{"rank":54,"crd":125838,"firm":"Highland Financial Advisors, LLC","city":"Wayne","state":"NJ","value":639957200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125838/"},{"rank":55,"crd":173064,"firm":"Vision Retirement","city":"Ridgewood","state":"NJ","value":633740217,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173064/"},{"rank":56,"crd":322605,"firm":"Kennedy Investment Group","city":"West Deptford","state":"NJ","value":633231923,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322605/"},{"rank":57,"crd":338582,"firm":"Clear Wave Wealth Management, LLC","city":"Red Bank","state":"NJ","value":617000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338582/"},{"rank":58,"crd":166539,"firm":"Novi Wealth Partners","city":"Princeton","state":"NJ","value":612775760,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166539/"},{"rank":59,"crd":332536,"firm":"Virtus Wealth Solutions","city":"Cranford","state":"NJ","value":594905446,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332536/"},{"rank":60,"crd":298085,"firm":"Able Wealth Management LLC","city":"Toms River","state":"NJ","value":579538342,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298085/"},{"rank":61,"crd":109318,"firm":"Dumont & Blake Investment Advisors LLC","city":"Princeton","state":"NJ","value":562266109,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109318/"},{"rank":62,"crd":104766,"firm":"Pegasus Asset Management Inc","city":"Morristown","state":"NJ","value":553614805,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104766/"},{"rank":63,"crd":131889,"firm":"TSP Capital Management Group, LLC","city":"Summit","state":"NJ","value":553311284,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131889/"},{"rank":64,"crd":308026,"firm":"Shorehaven Wealth Partners, LLC","city":"Red Bank","state":"NJ","value":541514920,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308026/"},{"rank":65,"crd":151109,"firm":"NCM Capital Management, LLC","city":"Ramsey","state":"NJ","value":539441079,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151109/"},{"rank":66,"crd":112973,"firm":"Access Wealth","city":"East Hanover","state":"NJ","value":539117584,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112973/"},{"rank":67,"crd":175187,"firm":"Mountain Hill Investment Partners","city":"Atlantic Highlands","state":"NJ","value":539042750,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175187/"},{"rank":68,"crd":129045,"firm":"Mezzasalma Advisors","city":"Tinton Falls","state":"NJ","value":534421615,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129045/"},{"rank":69,"crd":169573,"firm":"Alliance Wealth Management Group, LLC","city":"Flemington","state":"NJ","value":517401818,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169573/"},{"rank":70,"crd":164330,"firm":"Maltin Wealth Management, Inc.","city":"Ridgewood","state":"NJ","value":507195287,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164330/"},{"rank":71,"crd":299544,"firm":"Accretive Wealth Partners, LLC","city":"Parsippany","state":"NJ","value":504544372,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299544/"},{"rank":72,"crd":154623,"firm":"Black Coral Financial Advisors, LLC","city":"Mount Olive","state":"NJ","value":504382000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154623/"},{"rank":73,"crd":171541,"firm":"Cherrydale Wealth Management, LLC","city":"Montclair","state":"NJ","value":495485499,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171541/"},{"rank":74,"crd":151014,"firm":"Cypress Financial Planning","city":"Haddon Heights","state":"NJ","value":490443121,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151014/"},{"rank":75,"crd":106618,"firm":"Asset Advisory Group, Inc.","city":"Kinnelon","state":"NJ","value":479523818,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106618/"},{"rank":76,"crd":174761,"firm":"BCS Private Wealth Management","city":"Rumson","state":"NJ","value":469674455,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174761/"},{"rank":77,"crd":312119,"firm":"Saiph Capital, LLC","city":"Wyckoff","state":"NJ","value":459360019,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312119/"},{"rank":78,"crd":121184,"firm":"Mullooly Asset Management, Inc.","city":"Wall Township","state":"NJ","value":455602383,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121184/"},{"rank":79,"crd":298315,"firm":"Signature Wealth Management Partners, LLC","city":"Montvale","state":"NJ","value":454218720,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298315/"},{"rank":80,"crd":284546,"firm":"Quaker Wealth Management LLC","city":"Moorestown","state":"NJ","value":449277262,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284546/"},{"rank":81,"crd":314622,"firm":"Black Diamond Financial, LLC","city":"Nutley","state":"NJ","value":440563259,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/314622/"},{"rank":82,"crd":169326,"firm":"TA Capital Management, LLC","city":"Sewell","state":"NJ","value":438908484,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169326/"},{"rank":83,"crd":147872,"firm":"Precision Financial Services","city":"Mine Hill","state":"NJ","value":435637246,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147872/"},{"rank":84,"crd":113926,"firm":"Princeton Capital Management LLC","city":"Red Bank","state":"NJ","value":435479718,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113926/"},{"rank":85,"crd":124878,"firm":"Omni 360 Wealth, Inc.","city":"Plainsboro","state":"NJ","value":425706926,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124878/"},{"rank":86,"crd":334370,"firm":"Paradigm Investment Advisory, LLC","city":"Bridgewater","state":"NJ","value":425065996,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334370/"},{"rank":87,"crd":150123,"firm":"Giverny Capital Advisors","city":"Princeton","state":"NJ","value":420913533,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150123/"},{"rank":88,"crd":121220,"firm":"Ridgewood Investments","city":"Springfield","state":"NJ","value":419172164,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121220/"},{"rank":89,"crd":289103,"firm":"HFM Investment Advisors, LLC","city":"Glassboro","state":"NJ","value":404097894,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289103/"},{"rank":90,"crd":330024,"firm":"Carnegie Lake Advisors LLC","city":"Princeton","state":"NJ","value":402998913,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330024/"},{"rank":91,"crd":282967,"firm":"Wealth Quarterback LLC","city":"Toms River","state":"NJ","value":391326903,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282967/"},{"rank":92,"crd":126818,"firm":"Hillcrest Wealth Advisors - NY, LLC","city":"Holmdel","state":"NJ","value":390721478,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126818/"},{"rank":93,"crd":304236,"firm":"Green Ridge Wealth Planning LLC","city":"Montville","state":"NJ","value":389606027,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304236/"},{"rank":94,"crd":291250,"firm":"Redwood Financial Planning, LLC","city":"Scotch Plains","state":"NJ","value":388845592,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291250/"},{"rank":95,"crd":291192,"firm":"Longview Financial Advisors, LLC","city":"Bernardsville","state":"NJ","value":383874981,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291192/"},{"rank":96,"crd":306850,"firm":"Northstar Advisory Group, LLC","city":"Northfield","state":"NJ","value":377038369,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306850/"},{"rank":97,"crd":144234,"firm":"Baron Financial Group LLC","city":"Fair Lawn","state":"NJ","value":369113175,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144234/"},{"rank":98,"crd":108547,"firm":"Sage Capital Management LLC","city":"Stockton","state":"NJ","value":368623040,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108547/"},{"rank":99,"crd":129112,"firm":"Oakbourne Advisors","city":"Berkeley Heights","state":"NJ","value":347905661,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129112/"},{"rank":100,"crd":288663,"firm":"Smallwood Wealth Management","city":"Red Bank","state":"NJ","value":338980176,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288663/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Largest independent RIAs by assets under management, nationally","url":"https://advisoriq.com/ria/rankings/largest/"},{"title":"RIA market data for New Jersey","url":"https://advisoriq.com/ria/states/new-jersey/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/largest/new-jersey/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/new-jersey/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}