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AdvisorIQ

Ranking, New Jersey

Independent RIAs with the most advisory staff in New Jersey

As of October 2, 2026, Pathstone ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 365.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 Pathstone Englewood 365
2 Summit Financial, LLC Parsippany 216
3 Modera Wealth Management, LLC Westwood 106
4 Onepoint BFG Wealth Partners Parsippany 104
5 Simon Quick Advisors, LLC Morristown 77
6 Advisors Capital Management, LLC Ridgewood 57
7 RMR Wealth Builders, Inc. Montclair 49
8 Sax Wealth Advisors, LLC Parsippany 37
9 Pine Valley Investments Marlton 31
9 Leo Wealth, LLC Edison 31
11 Transcend Capital Advisors, LLC Madison 27
12 Condor Capital Wealth Management Martinsville 17
12 Princeton Global Asset Management LLC Princeton 17
14 Traphagen Financial Group Oradell 16
14 Cornerstone Planning Group Fairfield 16
16 Personal CFO Solutions LLC Chester 14
16 Atlas Private Wealth Advisors Red Bank 14
18 Revolve Wealth Partners, LLC Hackensack 13
19 Signet Financial Management, LLC Parsippany 12
20 Seabridge Investment Advisors LLC Summit 11
20 Wealth Management Associates, Inc. Cherry Hill 11
20 Cra Financial Services, L.L.C. Northfield 11
20 Circle Wealth Management, LLC Summit 11
20 Withum Wealth Management Red Bank 11
20 The Wealth Boutique Chester 11
20 Sandro Wealth Management LLC Fairfield 11
20 Tomoro Colts Neck 11
28 CFS Investment Advisory Services LLC Totowa 10
28 Precision Financial Services Mine Hill 10
28 Paradigm Wealth Advisory LLC Bridgewater 10
28 Key Client Fiduciary Advisors, LLC Fairfield 10
28 Laurel Oak Wealth Management, LLC Marlton 10
33 Wiss Private Client Advisors, LLC Florham Park 9
33 Eagle Wealth Strategies Mullica Hill 9
33 Paradigm Investment Advisory, LLC Bridgewater 9
36 Covenant Asset Management, LLC Chester 8
36 Sterling Financial Planning Inc Sparta 8
36 Oakbourne Advisors Berkeley Heights 8
36 Cora Capital Advisors Marlton 8
40 Tilson Financial Group Inc New Providence 7
40 Lighthouse Financial Advisors, Inc. Red Bank 7
40 Highland Financial Advisors, LLC Wayne 7
40 Noblebridge Wealth North Caldwell 7
40 Novi Wealth Partners Princeton 7
40 DGS Capital Management Jersey City 7
40 5C Capital Management, LLC Woodcliff Lake 7
40 Bravias Financial Iselin 7
40 Carnegie Lake Advisors LLC Princeton 7
49 Access Wealth East Hanover 6
49 Princeton Capital Management LLC Red Bank 6
49 M Financial Planning Services, Inc Marlton 6
49 Investment Partners Asset Management Metuchen 6
49 Strategic Family Wealth Counselors, L.L.C. Fairfield 6
49 BC Advisors, LLC Mount Laurel 6
49 Cypress Financial Planning Haddon Heights 6
49 Alliance Wealth Management Group, LLC Flemington 6
49 Oliver Luxxe Assets LLC Gladstone 6
49 WJL Financial Advisors Morris Plains 6
49 Salvus Wealth Management, LLC Red Bank 6
49 Sfi Advisors, LLC Montclair 6
49 Millstone Financial Group Princeton 6
49 Signature Wealth Management Partners, LLC Montvale 6
49 Drucker Wealth Mahwah 6
64 McRae Capital Management Inc. Morristown 5
64 Victory Wealth Partners Mullica Hill 5
64 Corrado Advisors, LLC Ramsey 5
64 Ridgewood Investments Springfield 5
64 Omni 360 Wealth, Inc. Plainsboro 5
64 MFG Investments, LLC Medford 5
64 Byrne Asset Management, LLC Kingston 5
64 Mezzasalma Advisors Tinton Falls 5
64 Mendham Capital Management, Inc. Basking Ridge 5
64 Baron Financial Group LLC Fair Lawn 5
64 Roundview Capital, LLC Princeton 5
64 Private Client Group Asset Management Gladstone 5
64 The Genwealth Group, Inc. Maplewood 5
64 Vision Retirement Ridgewood 5
64 Wealth Quarterback LLC Toms River 5
64 Smallwood Wealth Management Red Bank 5
64 HFM Investment Advisors, LLC Glassboro 5
64 Carapace Financial Advisors LLC Bedminster 5
64 Able Wealth Management LLC Toms River 5
64 White Knight Strategic Wealth Advisors, LLC Lawrenceville 5
64 Green Ridge Wealth Planning LLC Montville 5
64 Grantvest Financial Group LLC Matawan 5
64 The Private Client Advisory Group, LLC Manasquan 5
64 Kennedy Investment Group West Deptford 5
64 TKG Wealth Advisers LLC Cranford 5
64 Premier Path Wealth Partners, LLC Madison 5
64 Csi Group Advisors, LLC Wall Township 5
91 Vaughan and Company Securities, Inc. Ridgewood 4
91 Portfolio Strategies Inc NY Montvale 4
91 Dumont & Blake Investment Advisors LLC Princeton 4
91 Chatham Wealth Management Chatham 4
91 Mullooly Asset Management, Inc. Wall Township 4
91 Prestige Wealth Management Group, LLC Flemington 4
91 Rockdale Financial Services, Inc. Eatontown 4
91 Financial Futures Brielle 4
91 McMillan Analysis Corporation Randolph 4
91 Regency Wealth Management Ramsey 4
91 Beckerman Wealth Ocean Grove 4
91 Summit Place Financial Advisors, LLC Summit 4
91 Friedenthal Financial, LLC Marlton 4
91 Kubhera Enterprises LLC Princeton 4
91 Black Coral Financial Advisors, LLC Mount Olive 4
91 Maltin Wealth Management, Inc. Ridgewood 4
91 Clemensen Capital Company LLC West Orange 4
91 BPP Wealth Solutions, LLC Basking Ridge 4
91 TA Capital Management, LLC Sewell 4
91 Tandem Investment Partners, LLC Bordentown 4
91 BCS Private Wealth Management Rumson 4
91 WP Asset Management Bedminster 4
91 Quaker Wealth Management LLC Moorestown 4
91 Heritage Financial Counselors, LLC Bedminster 4
91 Shore Point Advisors, LLC Brielle 4
91 Happyrich Capital Monroe Township 4
91 Emissary Wealth Hackensack 4
91 Shorehaven Wealth Partners, LLC Red Bank 4
91 Copper Beech Financial Group, LLC Moorestown 4
91 Breakwater Capital Group Paramus 4
91 Diversified Planning Strategies Advisors LLC Roseland 4
91 Lumida Wealth Management LLC Wayne 4
91 Podell Financial Group LLC Fairfield 4
91 New Horizons Wealth Management Cedar Knolls 4
91 Virtus Wealth Solutions Cranford 4

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most advisory staff by state

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.