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AdvisorIQ

Ranking, New Jersey

Independent RIAs with the most high net worth clients 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 high net worth clients, with 3,443.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Most high net worth clients
1 Modera Wealth Management, LLC Westwood 3,443
2 Onepoint BFG Wealth Partners Parsippany 2,934
3 Advisors Capital Management, LLC Ridgewood 2,863
4 Laurel Oak Wealth Management, LLC Marlton 2,477
5 Summit Financial, LLC Parsippany 2,248
6 Pathstone Englewood 1,834
7 McRae Capital Management Inc. Morristown 736
8 Sax Wealth Advisors, LLC Parsippany 715
9 Withum Wealth Management Red Bank 688
10 Simon Quick Advisors, LLC Morristown 666
11 Pine Valley Investments Marlton 606
12 Paradigm Investment Advisory, LLC Bridgewater 563
13 Traphagen Financial Group Oradell 561
14 CFS Investment Advisory Services LLC Totowa 532
15 RMR Wealth Builders, Inc. Montclair 464
16 Leo Wealth, LLC Edison 453
17 Vision Retirement Ridgewood 451
18 Transcend Capital Advisors, LLC Madison 450
19 Condor Capital Wealth Management Martinsville 424
20 Makrod Investment Associates Inc Verona 415
21 Covenant Asset Management, LLC Chester 412
22 Personal CFO Solutions LLC Chester 387
23 Chatham Wealth Management Chatham 378
24 Cra Financial Services, L.L.C. Northfield 377
25 Roundview Capital, LLC Princeton 352
26 Oliver Luxxe Assets LLC Gladstone 351
27 Circle Wealth Management, LLC Summit 349
28 Drucker Wealth Mahwah 331
29 Signet Financial Management, LLC Parsippany 320
30 Revolve Wealth Partners, LLC Hackensack 288
31 Sage Capital Management LLC Stockton 249
32 Cora Capital Advisors Marlton 248
33 Breakwater Capital Group Paramus 239
34 Premier Path Wealth Partners, LLC Madison 233
35 Cornerstone Planning Group Fairfield 225
36 Wealth Management Associates, Inc. Cherry Hill 216
36 Kubhera Enterprises LLC Princeton 216
38 Sterling Financial Planning Inc Sparta 212
39 Atlas Private Wealth Advisors Red Bank 211
40 Lighthouse Financial Advisors, Inc. Red Bank 208
41 Dumont & Blake Investment Advisors LLC Princeton 205
42 Wealth Quarterback LLC Toms River 203
43 Grantvest Financial Group LLC Matawan 200
44 Key Client Fiduciary Advisors, LLC Fairfield 198
45 Able Wealth Management LLC Toms River 195
46 NCM Capital Management, LLC Ramsey 194
47 Portfolio Strategies Inc NY Montvale 186
48 Regency Wealth Management Ramsey 184
49 Prestige Wealth Management Group, LLC Flemington 182
49 Mezzasalma Advisors Tinton Falls 182
51 Tilson Financial Group Inc New Providence 180
52 The Genwealth Group, Inc. Maplewood 179
53 WP Asset Management Bedminster 177
54 Shorehaven Wealth Partners, LLC Red Bank 171
55 Byrne Asset Management, LLC Kingston 166
55 Princeton Global Asset Management LLC Princeton 166
55 5C Capital Management, LLC Woodcliff Lake 166
58 GSG Advisors LLC Mount Laurel 156
59 Strategic Family Wealth Counselors, L.L.C. Fairfield 150
59 Novi Wealth Partners Princeton 150
61 Investment Partners Asset Management Metuchen 148
61 DGS Capital Management Jersey City 148
63 Eagle Wealth Strategies Mullica Hill 146
64 Accretive Wealth Partners, LLC Parsippany 142
65 Quaker Wealth Management LLC Moorestown 140
66 Highland Financial Advisors, LLC Wayne 139
66 Beckerman Wealth Ocean Grove 139
68 Alliance Wealth Management Group, LLC Flemington 137
69 Wiss Private Client Advisors, LLC Florham Park 130
70 Pegasus Asset Management Inc Morristown 126
70 Maltin Wealth Management, Inc. Ridgewood 126
72 Salvus Wealth Management, LLC Red Bank 125
73 Seabridge Investment Advisors LLC Summit 123
74 Saiph Capital, LLC Wyckoff 122
75 Access Wealth East Hanover 121
76 Kennedy Investment Group West Deptford 120
77 BCS Private Wealth Management Rumson 118
78 Mullooly Asset Management, Inc. Wall Township 114
79 Northstar Advisory Group, LLC Northfield 113
79 Clear Wave Wealth Management, LLC Red Bank 113
81 Precision Financial Services Mine Hill 111
82 Smallwood Wealth Management Red Bank 110
83 Virtus Wealth Solutions Cranford 109
84 Cypress Financial Planning Haddon Heights 108
84 Parisi Gray Wealth Management, LLC Mendham 108
86 Signature Wealth Management Partners, LLC Montvale 107
87 Baron Financial Group LLC Fair Lawn 106
88 Lavish Financial Planning Morristown 105
89 Green Ridge Wealth Planning LLC Montville 103
90 Schorpp Capital Management East Brunswick 101
91 BC Advisors, LLC Mount Laurel 100
92 Princeton Capital Management LLC Red Bank 99
93 Granite Rose Wealth Alliance LLC Fairfield 98
94 Giverny Capital Advisors Princeton 96
95 Oakbourne Advisors Berkeley Heights 95
95 Tenon Financial Metuchen 95
97 Aljen Asset Management LLC Cedar Knolls 93
98 Shore Point Advisors, LLC Brielle 91
99 Financial Futures Brielle 89
100 Black Coral Financial Advisors, LLC Mount Olive 88

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

More rankings

Most high net worth clients by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.