# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/new-jersey/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for New Jersey](https://advisoriq.com/ria/states/new-jersey/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/new-jersey/

License: https://advisoriq.com/license/