# Independent RIAs with the most CFP professionals in New Jersey

As of October 2, 2026, Modera Wealth Management, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 94.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 282
- rows: rank: 1, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 94, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 2, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 3, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 4, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 50, 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: 26, 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: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 7, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 8, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 9, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 10, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 10, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 12, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 12, 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: 12, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 15, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 15, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 17, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 17, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 17, 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: 17, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 17, crd: 323814, firm: Eagle Wealth Strategies, city: Mullica Hill, state: NJ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323814/; rank: 22, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 22, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 22, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 22, crd: 143861, firm: Zynergy Retirement Planning, city: Red Bank, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143861/; rank: 22, 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: 22, 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: 22, crd: 299544, firm: Accretive Wealth Partners, LLC, city: Parsippany, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299544/; rank: 22, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 22, crd: 328909, firm: Drucker Wealth, city: Mahwah, state: NJ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328909/; rank: 31, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 31, crd: 124193, firm: Gci Financial Group, city: Mendham, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124193/; rank: 31, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 31, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 31, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 31, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 31, crd: 169326, firm: TA Capital Management, LLC, city: Sewell, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169326/; rank: 31, crd: 169711, firm: WJL Financial Advisors, city: Morris Plains, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169711/; rank: 31, crd: 174761, firm: BCS Private Wealth Management, city: Rumson, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174761/; rank: 31, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 31, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 31, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 31, crd: 305581, firm: Tenon Financial, city: Metuchen, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305581/; rank: 31, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 31, crd: 324156, firm: TKG Wealth Advisers LLC, city: Cranford, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324156/; rank: 31, crd: 325300, firm: Premier Path Wealth Partners, LLC, city: Madison, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325300/; rank: 31, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334370/; rank: 31, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 49, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 49, crd: 106618, firm: Asset Advisory Group, Inc., city: Kinnelon, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106618/; rank: 49, crd: 108681, firm: Seabridge Investment Advisors LLC, city: Summit, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108681/; rank: 49, crd: 109462, firm: Halberstadt Financial Consultants Inc, city: Princeton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109462/; rank: 49, crd: 120900, firm: Locker Financial Services, LLC, city: Verona, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120900/; rank: 49, crd: 121207, firm: M Financial Planning Services, Inc, city: Marlton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121207/; rank: 49, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 49, crd: 122397, firm: Strategic Financial, city: Mount Laurel, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122397/; rank: 49, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 49, crd: 128962, firm: Aljen Asset Management LLC, city: Cedar Knolls, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128962/; rank: 49, crd: 128967, firm: TC Financial Management, Co Inc., city: Margate City, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128967/; rank: 49, crd: 133846, firm: Ofc Wealth Management, city: Short Hills, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133846/; rank: 49, crd: 135384, firm: Mendham Capital Management, Inc., city: Basking Ridge, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135384/; rank: 49, crd: 136273, firm: Compass Wealth Management, LLC, city: Rutherford, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136273/; rank: 49, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 49, crd: 146135, firm: Oceanic Capital Management LLC, city: Red Bank, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146135/; rank: 49, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 49, crd: 147984, firm: Summit Place Financial Advisors, LLC, city: Summit, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147984/; rank: 49, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 49, crd: 151109, firm: NCM Capital Management, LLC, city: Ramsey, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151109/; rank: 49, crd: 156518, firm: Tranquility Path Investment Advisors, LLC, city: Matawan, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156518/; rank: 49, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 49, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 49, crd: 167592, firm: Lavish Financial Planning, city: Morristown, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167592/; rank: 49, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 49, crd: 169687, firm: Eks Associates, city: Princeton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169687/; rank: 49, crd: 171986, firm: Salvus Wealth Management, LLC, city: Red Bank, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171986/; rank: 49, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 49, crd: 279033, firm: Cereus Financial Advisors, LLC, city: Franklin Lakes, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/279033/; rank: 49, crd: 282360, firm: Rockcrest Financial LLC, city: Somers Point, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282360/; rank: 49, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 49, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 49, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 49, crd: 291192, firm: Longview Financial Advisors, LLC, city: Bernardsville, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291192/; rank: 49, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291250/; rank: 49, crd: 299824, firm: Shore Financial Planning, city: Monmouth Beach, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299824/; rank: 49, crd: 302098, firm: White Knight Strategic Wealth Advisors, LLC, city: Lawrenceville, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302098/; rank: 49, crd: 304669, firm: Whealth Advisors, city: Red Bank, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304669/; rank: 49, crd: 306382, firm: M.K. Byrne & Co. LLC, city: Parsippany, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306382/; rank: 49, crd: 311166, firm: Vilga Financial Planning LLC, city: Fair Lawn, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311166/; rank: 49, crd: 311221, firm: The Private Client Advisory Group, LLC, city: Manasquan, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311221/; rank: 49, crd: 321136, firm: Astra Wealth Partners, city: Jersey City, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321136/; rank: 49, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 49, crd: 328155, firm: New Horizons Wealth Management, city: Cedar Knolls, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328155/; rank: 49, crd: 330547, firm: Roxbury Financial, city: Mount Arlington, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330547/; rank: 49, crd: 332113, firm: Sandro Wealth Management LLC, city: Fairfield, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332113/; rank: 49, crd: 337973, firm: Liftpoint Family Wealth Advisors, LLC, city: Far Hills, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337973/; rank: 49, crd: 340613, firm: Integrous Wealth Strategies, city: Hamilton, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340613/; rank: 49, crd: 340777, firm: Inovo Wealth Architects, city: Union, state: NJ, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340777/; rank: 98, crd: 18826, firm: Vaughan and Company Securities, Inc., city: Ridgewood, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/18826/; rank: 98, crd: 104766, firm: Pegasus Asset Management Inc, city: Morristown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104766/; rank: 98, crd: 106941, firm: RDM Capital Associates Inc, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106941/; rank: 98, crd: 107865, firm: Castle Financial & Retirement Planning Associates Inc, city: Fair Haven, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107865/; rank: 98, crd: 108547, firm: Sage Capital Management LLC, city: Stockton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108547/; rank: 98, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 98, crd: 109229, firm: Excel Capital Management Corp, city: Warren, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109229/; rank: 98, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 98, crd: 113499, firm: Pegasus Group, LLC, city: Morristown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113499/; rank: 98, crd: 113926, firm: Princeton Capital Management LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113926/; rank: 98, crd: 117644, firm: Brennan Financial Group, LLC, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117644/; rank: 98, crd: 120217, firm: The Astorino Financial Group, Inc., city: Fairfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120217/; rank: 98, crd: 120801, firm: Shapiro Financial Security Group, Inc., city: Hazlet, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120801/; rank: 98, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 98, crd: 121356, firm: S.F. Ehrlich Associates, Inc., city: Cranford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121356/; rank: 98, crd: 121458, firm: De Cesare Retirement Specialists, city: Marlton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121458/; rank: 98, crd: 121480, firm: Kiely Capital Management, Inc., city: Morristown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121480/; rank: 98, crd: 121585, firm: MDC Financial Consulting, LLC, city: Washington Township, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121585/; rank: 98, crd: 121641, firm: Integrated Asset Management, Inc., city: Wall, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121641/; rank: 98, crd: 121837, firm: Nisman Investment Services Inc., city: East Brunswick, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121837/; rank: 98, crd: 121874, firm: Scipione Wealth Advisors, Inc., city: Wyckoff, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121874/; rank: 98, crd: 122038, firm: Teplitz Financial Group LLC, city: Old Bridge, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122038/; rank: 98, crd: 123268, firm: Sterling Financial Management, Inc., city: Somerset, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123268/; rank: 98, crd: 123358, firm: Chuisano and Albert, L.L.C., city: Old Bridge, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123358/; rank: 98, crd: 124132, firm: Capital Enhancement, LLC, city: Warren, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124132/; rank: 98, crd: 124526, firm: Varbeco Wealth Management, LLC, city: Colts Neck, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124526/; rank: 98, crd: 125122, firm: MFG Investments, LLC, city: Medford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125122/; rank: 98, crd: 125221, firm: Byrne Asset Management, LLC, city: Kingston, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125221/; rank: 98, crd: 125584, firm: Michael J. Porro & Co. Financial Advisors, Inc., city: Old Tappan, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125584/; rank: 98, crd: 126818, firm: Hillcrest Wealth Advisors - NY, LLC, city: Holmdel, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126818/; rank: 98, crd: 127069, firm: Choice Asset Management LLC, city: Lakewood, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127069/; rank: 98, crd: 127718, firm: Weingarten Associates, L.L.C., city: Lawrenceville, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127718/; rank: 98, crd: 127898, firm: Indfin LLC, city: South Orange, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127898/; rank: 98, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 98, crd: 128382, firm: Buttfield & Associates, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128382/; rank: 98, crd: 128805, firm: Jedi Management, Inc., city: Englewood Cliffs, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128805/; rank: 98, crd: 128809, firm: Schlosser Financial Services, Inc., city: Seaside Park, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128809/; rank: 98, crd: 128833, firm: Spinelli Financial Advisors, Inc, city: Warren, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128833/; rank: 98, crd: 128859, firm: Stawnychy Financial Services, Inc., city: Kinnelon, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128859/; rank: 98, crd: 128909, firm: Saddle River Capital Management, LLC, city: Wyckoff, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128909/; rank: 98, crd: 129008, firm: Mark J. Angelo Financial Services, city: Toms River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129008/; rank: 98, crd: 129014, firm: Bodnar Financial Advisors, Inc., city: Florham Park, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129014/; rank: 98, crd: 129129, firm: Financial Planning Services, city: Merchantville, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129129/; rank: 98, crd: 129167, firm: Omega Capital Management, LLC, city: Flanders, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129167/; rank: 98, crd: 129318, firm: Ambrozy & Associates, Inc., city: Spring Lake, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129318/; rank: 98, crd: 131409, firm: Jantorno Financial Advisors, LLC, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131409/; rank: 98, crd: 131893, firm: Schorpp Capital Management, city: East Brunswick, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131893/; rank: 98, crd: 133604, firm: Roche Financial Partners LLC, city: Hopewell, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133604/; rank: 98, crd: 135197, firm: MJM Financial Advisors, LLC, city: Gillette, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135197/; rank: 98, crd: 136026, firm: Focus Wealth Advisors LLC, city: Ocean City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136026/; rank: 98, crd: 136155, firm: East Coast Wealth Management, Inc., city: Florham Park, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136155/; rank: 98, crd: 136346, firm: Kensington Financial Advisors LLC, city: Roseland, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136346/; rank: 98, crd: 137833, firm: Kai Advisors, city: Princeton Jct, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137833/; rank: 98, crd: 140188, firm: S & A Financial Strategies & Services, LLC, city: Cherry Hill, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140188/; rank: 98, crd: 141615, firm: Next Generation Wealth Planning, LLC, city: Forked River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141615/; rank: 98, crd: 143748, firm: Jersey Shore Financial Advisors LLC, city: Tinton Falls, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143748/; rank: 98, crd: 144061, firm: Slosberg Financial Solutions, LLC, city: Bridgewater, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144061/; rank: 98, crd: 144234, firm: Baron Financial Group LLC, city: Fair Lawn, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144234/; rank: 98, crd: 146612, firm: Noblebridge Wealth, city: North Caldwell, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146612/; rank: 98, crd: 147011, firm: Financial Life Planning, LLC, city: Marlton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147011/; rank: 98, crd: 147693, firm: Retiresmart Consulting, LLC., city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147693/; rank: 98, crd: 150830, firm: Donald W. Cash & Associates, LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150830/; rank: 98, crd: 150897, firm: Hartshorne Group, LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150897/; rank: 98, crd: 151258, firm: Concierge Financial Planning, LLC, city: Margate City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151258/; rank: 98, crd: 151619, firm: Kubhera Enterprises LLC, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151619/; rank: 98, crd: 152474, firm: Dowd Financial Planning, city: Montclair, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152474/; rank: 98, crd: 153227, firm: Davidson Wealth Management LLC, city: Forked River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153227/; rank: 98, crd: 154958, firm: Contrary Investment Advisors, city: Bloomfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154958/; rank: 98, crd: 155340, firm: LBT Wealth Management, LLC, city: Iselin, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155340/; rank: 98, crd: 155591, firm: Epona Financial Solutions, city: Millington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155591/; rank: 98, crd: 156530, firm: Lepore Financial Services LLC, city: Manasquan, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156530/; rank: 98, crd: 158146, firm: Inner Circle Platinum Advisors LLC, city: Bloomfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158146/; rank: 98, crd: 159932, firm: The Financial Planning Answerplace, LLC, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159932/; rank: 98, crd: 160133, firm: Sea Clear Financial Planning, LLC, city: Brielle, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160133/; rank: 98, crd: 165288, firm: Treesa Financial Planning, LLC, city: Closter, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165288/; rank: 98, crd: 166375, firm: Newport Wealth Management, LLC, city: Middletown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166375/; rank: 98, crd: 166962, firm: BPP Wealth Solutions, LLC, city: Basking Ridge, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166962/; rank: 98, crd: 167490, firm: Apostolic Financial Advisors, LLC, city: Saddle River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167490/; rank: 98, crd: 168399, firm: Sarsi, LLC, city: West New York, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168399/; rank: 98, crd: 168430, firm: Gaer Financial Group, Inc, city: Hackensack, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168430/; rank: 98, crd: 169389, firm: Empowered Retirement, Inc., city: Roseland, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169389/; rank: 98, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 98, crd: 170857, firm: Atherean Asset Management LLC, city: Jersey City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170857/; rank: 98, crd: 171533, firm: The Investment Connection LLC, city: Bridgewater, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171533/; rank: 98, crd: 171967, firm: Leicht Financial Planning and Wealth Management, city: Parsippany, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171967/; rank: 98, crd: 172483, firm: Integrated Wealth Solutions, LLC, city: Manalapan, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172483/; rank: 98, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 98, crd: 173223, firm: Arrington Financial Advisors, LLC, city: Moorestown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173223/; rank: 98, crd: 173297, firm: S Squared Retirement Solutions LLC, city: Montville, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173297/; rank: 98, crd: 174124, firm: Unique Financial Advisors LLC, city: Holmdel, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174124/; rank: 98, crd: 175298, firm: Palante Wealth Advisors, LLC, city: Pennington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175298/; rank: 98, crd: 226703, firm: Haddon Wealth Management, LLC, city: Haddonfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226703/; rank: 98, crd: 226706, firm: Nextgen Wealth Counselors Limited Liability Company, city: Plainsboro, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226706/; rank: 98, crd: 279034, firm: WP Asset Management, city: Bedminster, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/279034/; rank: 98, crd: 281856, firm: Vetter Planning, city: Randolph, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281856/; rank: 98, crd: 283096, firm: Eagle Grove Advisors LLC, city: Westfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283096/; rank: 98, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 98, crd: 285329, firm: Beacon Hill Private Wealth LLC, city: Summit, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285329/; rank: 98, crd: 285879, firm: Enlight Financial LLC, city: Manalapan, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285879/; rank: 98, crd: 286388, firm: Parisi Gray Wealth Management, LLC, city: Mendham, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286388/; rank: 98, crd: 287929, firm: Sfi Advisors, LLC, city: Montclair, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287929/; rank: 98, crd: 287940, firm: Joshua Duvall Financial Planning & Accounting, LLC, city: Tabernacle, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287940/; rank: 98, crd: 288188, firm: Grundy Financial Advisory Services, city: Township of Washington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288188/; rank: 98, crd: 288375, firm: Bluefin Financial, city: Moorestown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288375/; rank: 98, crd: 289227, firm: Co-Missions Financial Planning, city: Cherry Hill, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289227/; rank: 98, crd: 290643, firm: H&S Tax and Wealth Advisors LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290643/; rank: 98, crd: 292061, firm: True North Financial Services, LLC, city: Port Murray, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292061/; rank: 98, crd: 292834, firm: Onroute Financial, city: Haddonfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292834/; rank: 98, crd: 296314, firm: Masters Legacy Planning, city: Linwood, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296314/; rank: 98, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 98, crd: 297032, firm: Independence Wealth, city: Voorhees, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297032/; rank: 98, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 98, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 98, crd: 298613, firm: Rand Financial Planning, LLC, city: Flemington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298613/; rank: 98, crd: 298675, firm: Wealthness LLC, city: Boonton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298675/; rank: 98, crd: 298788, firm: Investment Capital Advisors, city: Clinton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298788/; rank: 98, crd: 300218, firm: Hudson Oak Wealth Advisory LLC, city: Hoboken, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300218/; rank: 98, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 98, crd: 304595, firm: MD Wealth Advisors Inc, city: Cranford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304595/; rank: 98, crd: 304695, firm: Real Life Planning, city: Gladstone, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304695/; rank: 98, crd: 305158, firm: RLS Financial Services, city: Bloomsbury, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305158/; rank: 98, crd: 305410, firm: Happyrich Capital, city: Monroe Township, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305410/; rank: 98, crd: 305682, firm: Epic Wealth Management LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305682/; rank: 98, crd: 305760, firm: MK3 Wealth LLC, city: Cherry Hill, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305760/; rank: 98, crd: 306009, firm: Freedom Found Financial, city: Towaco, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306009/; rank: 98, crd: 306246, firm: Durant Financial Planning LLC, city: West Milford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306246/; rank: 98, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 98, crd: 306911, firm: McGovern Financial Planning, LLC, city: North Arlington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306911/; rank: 98, crd: 307005, firm: Sabadoodle, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307005/; rank: 98, crd: 307641, firm: O'Dowd Asset Management LLC, city: Morristown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307641/; rank: 98, crd: 308002, firm: Emissary Wealth, city: Hackensack, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308002/; rank: 98, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 98, crd: 308198, firm: Adviso Wealth, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308198/; rank: 98, crd: 309257, firm: Full Court Strategic Wealth, LLC, city: Mount Laurel, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309257/; rank: 98, crd: 309424, firm: Bergamot Asset Management LP, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309424/; rank: 98, crd: 309467, firm: Ironbound Advisory LLC, city: Newark, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309467/; rank: 98, crd: 309784, firm: PCB Capital LLC, city: East Brunswick, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309784/; rank: 98, crd: 309962, firm: New Amsterdam Wealth Planning, city: Long Branch, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309962/; rank: 98, crd: 311662, firm: Island Financial Advisors, city: Toms River, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311662/; rank: 98, crd: 312119, firm: Saiph Capital, LLC, city: Wyckoff, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312119/; rank: 98, crd: 312525, firm: Cipriano Wealth Management LLC, city: Whippany, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312525/; rank: 98, crd: 313016, firm: Marc Alan Wealth Management LLC, city: Rockaway, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313016/; rank: 98, crd: 313253, firm: Unlimited Capital Advisors LLC, city: Somerset, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313253/; rank: 98, crd: 314597, firm: Wrought Financial Planning, city: Haddonfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314597/; rank: 98, crd: 314838, firm: Aligning Wealth, city: Jersey City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314838/; rank: 98, crd: 316605, firm: Conklin Shure Financial, city: Glen Ridge, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316605/; rank: 98, crd: 316668, firm: Ballaster Financial, city: Jersey City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316668/; rank: 98, crd: 316785, firm: Compass Private Wealth Group LLC, city: Short Hills, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316785/; rank: 98, crd: 317291, firm: The Wealth Boutique, city: Chester, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317291/; rank: 98, crd: 317337, firm: Genrise Wealth Advisors LLC, city: Mount Laurel, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317337/; rank: 98, crd: 318892, firm: Grant Asset Management, LLC, city: Middletown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318892/; rank: 98, crd: 323602, firm: Grosso Wealth Management LLC, city: Montclair, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323602/; rank: 98, crd: 326554, firm: Purpose Built, city: Moorestown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326554/; rank: 98, crd: 327256, firm: Team Financial Planning, city: Union, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327256/; rank: 98, crd: 328115, firm: Granite Rose Wealth Alliance LLC, city: Fairfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328115/; rank: 98, crd: 329237, firm: Sound Wealth LLC, city: Marlton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329237/; rank: 98, crd: 329354, firm: Tucker Wealth Advisory, city: Westfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329354/; rank: 98, crd: 329480, firm: Stockade Wealth Management, city: Marlboro, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329480/; rank: 98, crd: 329945, firm: Align Financial Solutions, city: Hoboken, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329945/; rank: 98, crd: 330024, firm: Carnegie Lake Advisors LLC, city: Princeton, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330024/; rank: 98, crd: 330087, firm: Yin Financial Planning, city: Millburn, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330087/; rank: 98, crd: 332155, firm: The Financial Planning Center, LLC, city: Hackettstown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332155/; rank: 98, crd: 332276, firm: Panorama Financial LLC, city: Fair Lawn, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332276/; rank: 98, crd: 332488, firm: Vault Private Wealth, city: Lawrenceville, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332488/; rank: 98, crd: 332536, firm: Virtus Wealth Solutions, city: Cranford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332536/; rank: 98, crd: 332634, firm: G & R Financial Solutions LLC, city: Fairfield, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332634/; rank: 98, crd: 334143, firm: Pathways Financial Planning, city: Neptune, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334143/; rank: 98, crd: 335067, firm: Taurus Financial, city: Jersey City, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335067/; rank: 98, crd: 335098, firm: Kind Capital Wealth LLC, city: Fair Lawn, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335098/; rank: 98, crd: 336223, firm: Truestar Financial Partners, city: Mount Laurel Township, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336223/; rank: 98, crd: 336227, firm: Viso Wealth Management LLC, city: Moorestown, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336227/; rank: 98, crd: 336537, firm: Anchored Financial Planning LLC, city: West Deptford, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336537/; rank: 98, crd: 336599, firm: A.M. Perricone LLC, city: Shamong, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336599/; rank: 98, crd: 337400, firm: Cadia Private Client LLC, city: Parsippany, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337400/; rank: 98, crd: 338012, firm: Csi Group Advisors, LLC, city: Wall Township, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338012/; rank: 98, crd: 338442, firm: Hearthstead Financial, LLC, city: Flemington, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338442/; rank: 98, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338582/; rank: 98, crd: 338687, firm: Meridian Atlas Planning, city: Florham Park, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338687/; rank: 98, crd: 339214, firm: Caliber Investment Advisors, LLC, city: Red Bank, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339214/; rank: 98, crd: 339495, firm: The Financial Forge, LLC, city: Mendham, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339495/; rank: 98, crd: 340227, firm: Tomoro, city: Colts Neck, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340227/; rank: 98, crd: 340363, firm: Dmac Consulting Services, city: Manahawkin, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340363/; rank: 98, crd: 340730, firm: Joint Financial LLC, city: Franklin Lakes, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340730/; rank: 98, crd: 342335, firm: Entrepreneur Wealth, city: Woodbridge, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342335/; rank: 98, crd: 343934, firm: Dimaio Private Wealth, LLC, city: Chester, state: NJ, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343934/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/new-jersey/

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