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AdvisorIQ

Ranking, New Jersey

Wealth firms with the most advisory staff, 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 wealth firms with the most advisory staff, including broker-dealer firms, with 9,149.

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

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 UBS Financial Services Inc. Broker-dealer affiliated Weehawken 9,149
2 Private Advisor Group, LLC Broker-dealer affiliated Morristown 885
3 Pathstone Englewood 365
4 Summit Financial, LLC Parsippany 216
5 TLG Advisors, Inc. Broker-dealer affiliated Summit 155
6 Modera Wealth Management, LLC Westwood 106
7 Onepoint BFG Wealth Partners Parsippany 104
8 Simon Quick Advisors, LLC Morristown 77
9 Advisors Capital Management, LLC Ridgewood 57
10 Npa Asset Management, LLC Broker-dealer affiliated Fair Lawn 52
11 RMR Wealth Builders, Inc. Montclair 49
12 Beacon Trust Broker-dealer affiliated Morristown 43
13 Sax Wealth Advisors, LLC Parsippany 37
14 Alexander Capital Wealth Management LLC Broker-dealer affiliated Red Bank 35
15 Valley Wealth Managers, Inc. Broker-dealer affiliated Paramus 34
16 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill 33
17 Pine Valley Investments Marlton 31
17 Leo Wealth, LLC Edison 31
19 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank 29
20 Transcend Capital Advisors, LLC Madison 27
21 Fortis Group Advisors LLC Broker-dealer affiliated Westwood 24
22 Condor Capital Wealth Management Martinsville 17
22 Network 1 Financial Advisors Inc. Broker-dealer affiliated Red Bank 17
22 Princeton Global Asset Management LLC Princeton 17
22 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston 17
26 Traphagen Financial Group Oradell 16
26 Cornerstone Planning Group Fairfield 16
28 Buckman Advisory Group LLC Broker-dealer affiliated Little Silver 15
28 Jeffrey Matthews Wealth Management, LLC Broker-dealer affiliated Florham Park 15
30 PTS Brokerage, LLC Broker-dealer affiliated Mount Laurel 14
30 Personal CFO Solutions LLC Chester 14
30 Atlas Private Wealth Advisors Red Bank 14
33 Revolve Wealth Partners, LLC Hackensack 13
34 Signet Financial Management, LLC Parsippany 12
34 Aurora Private Wealth, Inc. Broker-dealer affiliated Totowa 12
36 Seabridge Investment Advisors LLC Summit 11
36 Wealth Management Associates, Inc. Cherry Hill 11
36 Cra Financial Services, L.L.C. Northfield 11
36 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany 11
36 Circle Wealth Management, LLC Summit 11
36 Withum Wealth Management Red Bank 11
36 The Wealth Boutique Chester 11
36 Sandro Wealth Management LLC Fairfield 11
36 Tomoro Colts Neck 11
45 CFS Investment Advisory Services LLC Totowa 10
45 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel 10
45 Precision Financial Services Mine Hill 10
45 Paradigm Wealth Advisory LLC Bridgewater 10
45 Key Client Fiduciary Advisors, LLC Fairfield 10
45 Laurel Oak Wealth Management, LLC Marlton 10
51 Comprehensive Capital Management, Inc. Broker-dealer affiliated Totowa 9
51 Wiss Private Client Advisors, LLC Florham Park 9
51 Eagle Wealth Strategies Mullica Hill 9
51 Paradigm Investment Advisory, LLC Bridgewater 9
55 Covenant Asset Management, LLC Chester 8
55 Sterling Financial Planning Inc Sparta 8
55 Oakbourne Advisors Berkeley Heights 8
55 Cora Capital Advisors Marlton 8
59 Tilson Financial Group Inc New Providence 7
59 Lighthouse Financial Advisors, Inc. Red Bank 7
59 Highland Financial Advisors, LLC Wayne 7
59 Noblebridge Wealth North Caldwell 7
59 Novi Wealth Partners Princeton 7
59 DGS Capital Management Jersey City 7
59 5C Capital Management, LLC Woodcliff Lake 7
59 Bravias Financial Iselin 7
59 Carnegie Lake Advisors LLC Princeton 7
68 Access Wealth East Hanover 6
68 Princeton Capital Management LLC Red Bank 6
68 M Financial Planning Services, Inc Marlton 6
68 Investment Partners Asset Management Metuchen 6
68 Strategic Family Wealth Counselors, L.L.C. Fairfield 6
68 BC Advisors, LLC Mount Laurel 6
68 Cypress Financial Planning Haddon Heights 6
68 Alliance Wealth Management Group, LLC Flemington 6
68 Oliver Luxxe Assets LLC Gladstone 6
68 WJL Financial Advisors Morris Plains 6
68 Salvus Wealth Management, LLC Red Bank 6
68 Sfi Advisors, LLC Montclair 6
68 Millstone Financial Group Princeton 6
68 Signature Wealth Management Partners, LLC Montvale 6
68 Drucker Wealth Mahwah 6
83 Mha Financial Corp Broker-dealer affiliated Ridgewood 5
83 McRae Capital Management Inc. Morristown 5
83 Victory Wealth Partners Mullica Hill 5
83 Corrado Advisors, LLC Ramsey 5
83 Ridgewood Investments Springfield 5
83 Omni 360 Wealth, Inc. Plainsboro 5
83 MFG Investments, LLC Medford 5
83 Byrne Asset Management, LLC Kingston 5
83 Mezzasalma Advisors Tinton Falls 5
83 Mendham Capital Management, Inc. Basking Ridge 5
83 Baron Financial Group LLC Fair Lawn 5
83 Roundview Capital, LLC Princeton 5
83 Private Client Group Asset Management Gladstone 5
83 The Genwealth Group, Inc. Maplewood 5
83 Vision Retirement Ridgewood 5
83 Wealth Quarterback LLC Toms River 5
83 Smallwood Wealth Management Red Bank 5
83 HFM Investment Advisors, LLC Glassboro 5
83 Carapace Financial Advisors LLC Bedminster 5
83 Able Wealth Management LLC Toms River 5
83 White Knight Strategic Wealth Advisors, LLC Lawrenceville 5
83 Green Ridge Wealth Planning LLC Montville 5
83 Grantvest Financial Group LLC Matawan 5
83 The Private Client Advisory Group, LLC Manasquan 5
83 Kennedy Investment Group West Deptford 5
83 TKG Wealth Advisers LLC Cranford 5
83 Premier Path Wealth Partners, LLC Madison 5
83 Csi Group Advisors, LLC Wall Township 5

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.