# Independent RIAs with the most accounts in New Jersey

As of October 2, 2026, Summit Financial, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the most accounts, with 40,628.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: New Jersey
- firms_listed: 100
- rows: rank: 1, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 40628, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 2, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 28204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 3, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 27165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 4, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 21420, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 5, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 18140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 6, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 5785, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 7, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 5429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 8, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 5195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 9, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 5069, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 10, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 4764, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 11, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 4662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 12, crd: 299723, firm: Transcend Capital Advisors, LLC, city: Madison, state: NJ, value: 4145, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299723/; rank: 13, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 4039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 14, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 4030, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 15, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 3600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 16, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 3437, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 17, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 3412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 18, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 3057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 19, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 3043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 20, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 3017, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 21, crd: 328909, firm: Drucker Wealth, city: Mahwah, state: NJ, value: 2698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328909/; rank: 22, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 2641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 23, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 2475, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 24, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 2450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 25, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 2195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 26, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 2109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 27, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 2042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 28, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 2038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 29, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 2035, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 30, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 1965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 30, crd: 325300, firm: Premier Path Wealth Partners, LLC, city: Madison, state: NJ, value: 1965, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325300/; rank: 32, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 1956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 33, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 1932, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 34, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 1911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 35, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 1897, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 36, crd: 323814, firm: Eagle Wealth Strategies, city: Mullica Hill, state: NJ, value: 1828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323814/; rank: 37, crd: 117606, firm: Wealth Management Associates, Inc., city: Cherry Hill, state: NJ, value: 1791, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117606/; rank: 38, crd: 110890, firm: Tilson Financial Group Inc, city: New Providence, state: NJ, value: 1755, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110890/; rank: 39, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 1704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 40, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 1639, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 41, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 1612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 42, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 1582, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 43, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, state: NJ, value: 1454, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291250/; rank: 44, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 1374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 45, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 1366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 46, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 1336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 47, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 1327, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 48, crd: 310272, firm: Grantvest Financial Group LLC, city: Matawan, state: NJ, value: 1324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310272/; rank: 49, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 1303, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 50, crd: 284546, firm: Quaker Wealth Management LLC, city: Moorestown, state: NJ, value: 1295, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284546/; rank: 51, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 1286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 52, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 1257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 53, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 1229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 54, crd: 336537, firm: Anchored Financial Planning LLC, city: West Deptford, state: NJ, value: 1223, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336537/; rank: 55, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 1211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 56, crd: 281741, firm: Redwood Wealth Management Group, LLC, city: Medford, state: NJ, value: 1158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281741/; rank: 57, crd: 154569, firm: The Genwealth Group, Inc., city: Maplewood, state: NJ, value: 1153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154569/; rank: 58, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 1151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 59, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 1141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 60, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 1138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 61, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 1124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 62, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 1119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 63, crd: 286388, firm: Parisi Gray Wealth Management, LLC, city: Mendham, state: NJ, value: 1083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286388/; rank: 64, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 1072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 65, crd: 128962, firm: Aljen Asset Management LLC, city: Cedar Knolls, state: NJ, value: 1059, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128962/; rank: 66, crd: 332536, firm: Virtus Wealth Solutions, city: Cranford, state: NJ, value: 1050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332536/; rank: 67, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 1034, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 68, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 1009, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 69, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 1001, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 70, crd: 283120, firm: Paradigm Wealth Advisory LLC, city: Bridgewater, state: NJ, value: 948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283120/; rank: 71, crd: 298315, firm: Signature Wealth Management Partners, LLC, city: Montvale, state: NJ, value: 942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298315/; rank: 71, crd: 308002, firm: Emissary Wealth, city: Hackensack, state: NJ, value: 942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308002/; rank: 73, crd: 147381, firm: Miller Tabak Asset Management, city: Matawan, state: NJ, value: 936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147381/; rank: 74, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 918, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 75, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, state: NJ, value: 913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338582/; rank: 76, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 907, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 77, crd: 144234, firm: Baron Financial Group LLC, city: Fair Lawn, state: NJ, value: 905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144234/; rank: 78, crd: 151619, firm: Kubhera Enterprises LLC, city: Princeton, state: NJ, value: 868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151619/; rank: 79, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 866, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 80, crd: 109318, firm: Dumont & Blake Investment Advisors LLC, city: Princeton, state: NJ, value: 858, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109318/; rank: 81, crd: 289589, firm: Bravias Financial, city: Iselin, state: NJ, value: 857, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289589/; rank: 82, crd: 171986, firm: Salvus Wealth Management, LLC, city: Red Bank, state: NJ, value: 847, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171986/; rank: 83, crd: 132346, firm: Woloshin Investment Management, LLC, city: Medford, state: NJ, value: 835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132346/; rank: 83, crd: 305687, firm: New Street Advisors Group LLC, city: Scotch Plains, state: NJ, value: 835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305687/; rank: 85, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 820, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 86, crd: 317291, firm: The Wealth Boutique, city: Chester, state: NJ, value: 802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317291/; rank: 87, crd: 146612, firm: Noblebridge Wealth, city: North Caldwell, state: NJ, value: 801, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146612/; rank: 88, crd: 104766, firm: Pegasus Asset Management Inc, city: Morristown, state: NJ, value: 800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104766/; rank: 89, crd: 125761, firm: Icn Holding, city: Freehold, state: NJ, value: 797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125761/; rank: 89, crd: 148582, firm: Bautis Financial, LLC, city: Montclair, state: NJ, value: 797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148582/; rank: 91, crd: 154623, firm: Black Coral Financial Advisors, LLC, city: Mount Olive, state: NJ, value: 785, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154623/; rank: 92, crd: 111721, firm: Corrado Advisors, LLC, city: Ramsey, state: NJ, value: 782, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111721/; rank: 93, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 94, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 753, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 95, crd: 328155, firm: New Horizons Wealth Management, city: Cedar Knolls, state: NJ, value: 740, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328155/; rank: 96, crd: 151879, firm: Kevin M. Gibney and Company, LLC, city: Iselin, state: NJ, value: 725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151879/; rank: 97, crd: 151109, firm: NCM Capital Management, LLC, city: Ramsey, state: NJ, value: 722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151109/; rank: 98, crd: 321737, firm: Diversified Planning Strategies Advisors LLC, city: Roseland, state: NJ, value: 709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321737/; rank: 99, crd: 288375, firm: Bluefin Financial, city: Moorestown, state: NJ, value: 708, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288375/; rank: 100, crd: 299544, firm: Accretive Wealth Partners, LLC, city: Parsippany, state: NJ, value: 704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299544/

## 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/new-jersey/

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