# Independent RIAs with the most clients in New Jersey

As of October 2, 2026, Summit Financial, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of independent RIAs with the most clients, with 18,452.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 101
- rows: rank: 1, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 18452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 2, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 18174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 3, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 8674, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 4, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 6351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 5, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 4662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 6, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 3412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 7, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 2272, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 8, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 2244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 9, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 2114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 10, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 2106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 11, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 2038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 12, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 1714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 12, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 1714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 14, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 1433, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 15, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 1260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 16, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 1251, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 17, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 1238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 18, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 1119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 19, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 1117, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 20, crd: 299723, firm: Transcend Capital Advisors, LLC, city: Madison, state: NJ, value: 1094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299723/; rank: 21, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 1042, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 22, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 1036, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 23, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 1030, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 24, crd: 117606, firm: Wealth Management Associates, Inc., city: Cherry Hill, state: NJ, value: 976, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117606/; rank: 25, crd: 147381, firm: Miller Tabak Asset Management, city: Matawan, state: NJ, value: 936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147381/; rank: 26, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 27, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, state: NJ, value: 832, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291250/; rank: 28, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 820, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 29, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 818, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 30, crd: 125761, firm: Icn Holding, city: Freehold, state: NJ, value: 817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125761/; rank: 31, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 32, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 33, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 34, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 35, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 36, crd: 124405, firm: Stern Capital Management, Inc., city: Old Bridge, state: NJ, value: 656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124405/; rank: 37, crd: 323814, firm: Eagle Wealth Strategies, city: Mullica Hill, state: NJ, value: 654, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323814/; rank: 38, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 39, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, state: NJ, value: 645, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334370/; rank: 40, crd: 310272, firm: Grantvest Financial Group LLC, city: Matawan, state: NJ, value: 630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310272/; rank: 41, crd: 328909, firm: Drucker Wealth, city: Mahwah, state: NJ, value: 614, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328909/; rank: 42, crd: 289103, firm: HFM Investment Advisors, LLC, city: Glassboro, state: NJ, value: 605, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289103/; rank: 43, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 586, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 44, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 583, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 45, crd: 110325, firm: Makrod Investment Associates Inc, city: Verona, state: NJ, value: 576, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110325/; rank: 46, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 565, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 47, crd: 324156, firm: TKG Wealth Advisers LLC, city: Cranford, state: NJ, value: 562, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324156/; rank: 48, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 537, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 49, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 530, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 50, crd: 305687, firm: New Street Advisors Group LLC, city: Scotch Plains, state: NJ, value: 510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305687/; rank: 51, crd: 336537, firm: Anchored Financial Planning LLC, city: West Deptford, state: NJ, value: 500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336537/; rank: 52, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 495, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 53, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 485, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 54, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 471, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 55, crd: 325300, firm: Premier Path Wealth Partners, LLC, city: Madison, state: NJ, value: 463, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325300/; rank: 56, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 57, crd: 128962, firm: Aljen Asset Management LLC, city: Cedar Knolls, state: NJ, value: 456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128962/; rank: 58, crd: 284546, firm: Quaker Wealth Management LLC, city: Moorestown, state: NJ, value: 455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284546/; rank: 59, crd: 340613, firm: Integrous Wealth Strategies, city: Hamilton, state: NJ, value: 448, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340613/; rank: 60, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 447, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 61, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, state: NJ, value: 441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124878/; rank: 61, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 63, crd: 110890, firm: Tilson Financial Group Inc, city: New Providence, state: NJ, value: 440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110890/; rank: 64, crd: 109318, firm: Dumont & Blake Investment Advisors LLC, city: Princeton, state: NJ, value: 439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109318/; rank: 64, crd: 289589, firm: Bravias Financial, city: Iselin, state: NJ, value: 439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289589/; rank: 66, crd: 298315, firm: Signature Wealth Management Partners, LLC, city: Montvale, state: NJ, value: 435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298315/; rank: 67, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 68, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 68, crd: 281741, firm: Redwood Wealth Management Group, LLC, city: Medford, state: NJ, value: 424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281741/; rank: 70, crd: 129014, firm: Bodnar Financial Advisors, Inc., city: Florham Park, state: NJ, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129014/; rank: 70, crd: 132346, firm: Woloshin Investment Management, LLC, city: Medford, state: NJ, value: 410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132346/; rank: 72, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 73, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 396, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 74, crd: 311662, firm: Island Financial Advisors, city: Toms River, state: NJ, value: 391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311662/; rank: 75, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 382, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 76, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 76, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 380, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 78, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 79, crd: 146612, firm: Noblebridge Wealth, city: North Caldwell, state: NJ, value: 376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146612/; rank: 80, crd: 298788, firm: Investment Capital Advisors, city: Clinton, state: NJ, value: 373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298788/; rank: 81, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 82, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 365, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 83, crd: 107203, firm: Victory Wealth Partners, city: Mullica Hill, state: NJ, value: 364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107203/; rank: 83, crd: 131893, firm: Schorpp Capital Management, city: East Brunswick, state: NJ, value: 364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131893/; rank: 83, crd: 321737, firm: Diversified Planning Strategies Advisors LLC, city: Roseland, state: NJ, value: 364, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321737/; rank: 86, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 87, crd: 141044, firm: Sierra Financial Advisors, LLC, city: Ramsey, state: NJ, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141044/; rank: 88, crd: 309784, firm: PCB Capital LLC, city: East Brunswick, state: NJ, value: 358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309784/; rank: 89, crd: 317291, firm: The Wealth Boutique, city: Chester, state: NJ, value: 346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317291/; rank: 90, crd: 125122, firm: MFG Investments, LLC, city: Medford, state: NJ, value: 344, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125122/; rank: 91, crd: 111721, firm: Corrado Advisors, LLC, city: Ramsey, state: NJ, value: 342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111721/; rank: 92, crd: 129167, firm: Omega Capital Management, LLC, city: Flanders, state: NJ, value: 335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129167/; rank: 93, crd: 288375, firm: Bluefin Financial, city: Moorestown, state: NJ, value: 331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288375/; rank: 94, crd: 332536, firm: Virtus Wealth Solutions, city: Cranford, state: NJ, value: 325, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332536/; rank: 95, crd: 129478, firm: Visconti & Associates, A Financial Services LLC, city: Verona, state: NJ, value: 320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129478/; rank: 96, crd: 124288, firm: 191 Godwin Associates, Inc. D/B/A Godwin Capital Management, city: Wyckoff, state: NJ, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124288/; rank: 96, crd: 144234, firm: Baron Financial Group LLC, city: Fair Lawn, state: NJ, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144234/; rank: 98, crd: 108547, firm: Sage Capital Management LLC, city: Stockton, state: NJ, value: 315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108547/; rank: 98, crd: 314555, firm: Invest for A Lifetime, LLC, city: Red Bank, state: NJ, value: 315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314555/; rank: 100, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 100, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/

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

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