# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: New Jersey
- firms_listed: 125
- rows: rank: 1, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 365, 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: 216, 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: 106, 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: 104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 5, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 6, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 7, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 49, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 8, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 9, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 9, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 31, 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: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299723/; rank: 12, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 12, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 14, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 14, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 16, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 16, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 18, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 19, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 20, crd: 108681, firm: Seabridge Investment Advisors LLC, city: Summit, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108681/; rank: 20, crd: 117606, firm: Wealth Management Associates, Inc., city: Cherry Hill, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117606/; rank: 20, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 20, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 20, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 20, crd: 317291, firm: The Wealth Boutique, city: Chester, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317291/; rank: 20, crd: 332113, firm: Sandro Wealth Management LLC, city: Fairfield, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332113/; rank: 20, crd: 340227, firm: Tomoro, city: Colts Neck, state: NJ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340227/; rank: 28, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 28, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 28, crd: 283120, firm: Paradigm Wealth Advisory LLC, city: Bridgewater, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283120/; rank: 28, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 28, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 33, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 33, crd: 323814, firm: Eagle Wealth Strategies, city: Mullica Hill, state: NJ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323814/; rank: 33, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, state: NJ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334370/; rank: 36, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 36, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 36, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 36, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 40, crd: 110890, firm: Tilson Financial Group Inc, city: New Providence, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110890/; rank: 40, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 40, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 40, crd: 146612, firm: Noblebridge Wealth, city: North Caldwell, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146612/; rank: 40, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 40, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 40, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 40, crd: 289589, firm: Bravias Financial, city: Iselin, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289589/; rank: 40, crd: 330024, firm: Carnegie Lake Advisors LLC, city: Princeton, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330024/; rank: 49, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 49, crd: 113926, firm: Princeton Capital Management LLC, city: Red Bank, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113926/; rank: 49, crd: 121207, firm: M Financial Planning Services, Inc, city: Marlton, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121207/; rank: 49, crd: 121812, firm: Investment Partners Asset Management, city: Metuchen, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121812/; rank: 49, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 49, crd: 142982, firm: BC Advisors, LLC, city: Mount Laurel, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142982/; rank: 49, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 49, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 49, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 49, crd: 169711, firm: WJL Financial Advisors, city: Morris Plains, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169711/; rank: 49, crd: 171986, firm: Salvus Wealth Management, LLC, city: Red Bank, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171986/; rank: 49, crd: 287929, firm: Sfi Advisors, LLC, city: Montclair, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287929/; rank: 49, crd: 297882, firm: Millstone Financial Group, city: Princeton, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297882/; rank: 49, crd: 298315, firm: Signature Wealth Management Partners, LLC, city: Montvale, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298315/; rank: 49, crd: 328909, firm: Drucker Wealth, city: Mahwah, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328909/; rank: 64, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 64, crd: 107203, firm: Victory Wealth Partners, city: Mullica Hill, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107203/; rank: 64, crd: 111721, firm: Corrado Advisors, LLC, city: Ramsey, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111721/; rank: 64, crd: 121220, firm: Ridgewood Investments, city: Springfield, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121220/; rank: 64, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 64, crd: 125122, firm: MFG Investments, LLC, city: Medford, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125122/; rank: 64, crd: 125221, firm: Byrne Asset Management, LLC, city: Kingston, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125221/; rank: 64, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 64, crd: 135384, firm: Mendham Capital Management, Inc., city: Basking Ridge, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135384/; rank: 64, crd: 144234, firm: Baron Financial Group LLC, city: Fair Lawn, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144234/; rank: 64, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 64, crd: 148208, firm: Private Client Group Asset Management, city: Gladstone, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148208/; rank: 64, crd: 154569, firm: The Genwealth Group, Inc., city: Maplewood, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154569/; rank: 64, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 64, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 64, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 64, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 64, crd: 291404, firm: Carapace Financial Advisors LLC, city: Bedminster, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291404/; rank: 64, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 64, crd: 302098, firm: White Knight Strategic Wealth Advisors, LLC, city: Lawrenceville, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302098/; rank: 64, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 64, crd: 310272, firm: Grantvest Financial Group LLC, city: Matawan, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310272/; rank: 64, crd: 311221, firm: The Private Client Advisory Group, LLC, city: Manasquan, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311221/; rank: 64, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 64, crd: 324156, firm: TKG Wealth Advisers LLC, city: Cranford, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324156/; rank: 64, crd: 325300, firm: Premier Path Wealth Partners, LLC, city: Madison, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325300/; rank: 64, crd: 338012, firm: Csi Group Advisors, LLC, city: Wall Township, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338012/; rank: 91, crd: 18826, firm: Vaughan and Company Securities, Inc., city: Ridgewood, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18826/; rank: 91, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 91, crd: 109318, firm: Dumont & Blake Investment Advisors LLC, city: Princeton, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109318/; rank: 91, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 91, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 91, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 91, crd: 128829, firm: Rockdale Financial Services, Inc., city: Eatontown, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128829/; rank: 91, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 91, crd: 128920, firm: McMillan Analysis Corporation, city: Randolph, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128920/; rank: 91, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 91, crd: 142480, firm: Beckerman Wealth, city: Ocean Grove, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142480/; rank: 91, crd: 147984, firm: Summit Place Financial Advisors, LLC, city: Summit, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147984/; rank: 91, crd: 150457, firm: Friedenthal Financial, LLC, city: Marlton, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150457/; rank: 91, crd: 151619, firm: Kubhera Enterprises LLC, city: Princeton, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151619/; rank: 91, crd: 154623, firm: Black Coral Financial Advisors, LLC, city: Mount Olive, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154623/; rank: 91, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 91, crd: 166837, firm: Clemensen Capital Company LLC, city: West Orange, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166837/; rank: 91, crd: 166962, firm: BPP Wealth Solutions, LLC, city: Basking Ridge, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166962/; rank: 91, crd: 169326, firm: TA Capital Management, LLC, city: Sewell, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169326/; rank: 91, crd: 172309, firm: Tandem Investment Partners, LLC, city: Bordentown, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172309/; rank: 91, crd: 174761, firm: BCS Private Wealth Management, city: Rumson, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174761/; rank: 91, crd: 279034, firm: WP Asset Management, city: Bedminster, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/279034/; rank: 91, crd: 284546, firm: Quaker Wealth Management LLC, city: Moorestown, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284546/; rank: 91, crd: 288232, firm: Heritage Financial Counselors, LLC, city: Bedminster, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288232/; rank: 91, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 91, crd: 305410, firm: Happyrich Capital, city: Monroe Township, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305410/; rank: 91, crd: 308002, firm: Emissary Wealth, city: Hackensack, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308002/; rank: 91, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 91, crd: 313156, firm: Copper Beech Financial Group, LLC, city: Moorestown, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313156/; rank: 91, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 91, crd: 321737, firm: Diversified Planning Strategies Advisors LLC, city: Roseland, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321737/; rank: 91, crd: 323410, firm: Lumida Wealth Management LLC, city: Wayne, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323410/; rank: 91, crd: 325383, firm: Podell Financial Group LLC, city: Fairfield, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325383/; rank: 91, crd: 328155, firm: New Horizons Wealth Management, city: Cedar Knolls, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328155/; rank: 91, crd: 332536, firm: Virtus Wealth Solutions, city: Cranford, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332536/

## 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 advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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-advisory-staff/new-jersey/

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