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AdvisorIQ

Ranking, New Jersey

Wealth firms with the most high net worth clients, including broker-dealer firms in New Jersey

As of October 2, 2026, UBS Financial Services Inc. ranked #1 in New Jersey in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 853,775.

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

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 UBS Financial Services Inc. Broker-dealer affiliated Weehawken 853,775
2 Private Advisor Group, LLC Broker-dealer affiliated Morristown 27,742
3 Modera Wealth Management, LLC Westwood 3,443
4 Onepoint BFG Wealth Partners Parsippany 2,934
5 Advisors Capital Management, LLC Ridgewood 2,863
6 Laurel Oak Wealth Management, LLC Marlton 2,477
7 Summit Financial, LLC Parsippany 2,248
8 Beacon Trust Broker-dealer affiliated Morristown 2,007
9 Pathstone Englewood 1,834
10 Npa Asset Management, LLC Broker-dealer affiliated Fair Lawn 877
11 McRae Capital Management Inc. Morristown 736
12 Empire Financial Management Company, LLC Broker-dealer affiliated Holmdel 733
13 Sax Wealth Advisors, LLC Parsippany 715
14 Withum Wealth Management Red Bank 688
15 Simon Quick Advisors, LLC Morristown 666
16 Pine Valley Investments Marlton 606
17 Paradigm Investment Advisory, LLC Bridgewater 563
18 Traphagen Financial Group Oradell 561
19 CFS Investment Advisory Services LLC Totowa 532
20 Feldstein, Steven DBA Steven Feldstein & Associates Broker-dealer affiliated Basking Ridge 526
21 RMR Wealth Builders, Inc. Montclair 464
22 Leo Wealth, LLC Edison 453
23 Vision Retirement Ridgewood 451
24 Transcend Capital Advisors, LLC Madison 450
25 Valley Wealth Managers, Inc. Broker-dealer affiliated Paramus 441
26 Condor Capital Wealth Management Martinsville 424
27 Makrod Investment Associates Inc Verona 415
28 Covenant Asset Management, LLC Chester 412
29 Personal CFO Solutions LLC Chester 387
30 Chatham Wealth Management Chatham 378
31 Cra Financial Services, L.L.C. Northfield 377
32 Roundview Capital, LLC Princeton 352
33 Oliver Luxxe Assets LLC Gladstone 351
34 Circle Wealth Management, LLC Summit 349
35 Glen Eagle Advisors, LLC Broker-dealer affiliated Kingston 335
36 Drucker Wealth Mahwah 331
37 Signet Financial Management, LLC Parsippany 320
38 TLG Advisors, Inc. Broker-dealer affiliated Summit 301
39 Revolve Wealth Partners, LLC Hackensack 288
40 Buckman Advisory Group LLC Broker-dealer affiliated Little Silver 255
41 Sage Capital Management LLC Stockton 249
42 Cora Capital Advisors Marlton 248
43 Breakwater Capital Group Paramus 239
44 Premier Path Wealth Partners, LLC Madison 233
45 Cornerstone Planning Group Fairfield 225
46 Wealth Management Associates, Inc. Cherry Hill 216
46 Kubhera Enterprises LLC Princeton 216
48 Sterling Financial Planning Inc Sparta 212
49 Atlas Private Wealth Advisors Red Bank 211
50 Lighthouse Financial Advisors, Inc. Red Bank 208
51 Dumont & Blake Investment Advisors LLC Princeton 205
52 Wealth Quarterback LLC Toms River 203
53 Grantvest Financial Group LLC Matawan 200
54 Key Client Fiduciary Advisors, LLC Fairfield 198
55 Able Wealth Management LLC Toms River 195
56 NCM Capital Management, LLC Ramsey 194
57 Fortis Group Advisors LLC Broker-dealer affiliated Westwood 190
58 Portfolio Strategies Inc NY Montvale 186
59 Regency Wealth Management Ramsey 184
60 Prestige Wealth Management Group, LLC Flemington 182
60 Mezzasalma Advisors Tinton Falls 182
62 Tilson Financial Group Inc New Providence 180
63 The Genwealth Group, Inc. Maplewood 179
64 WP Asset Management Bedminster 177
65 Shorehaven Wealth Partners, LLC Red Bank 171
66 BCG Securities, Inc. Broker-dealer affiliated Cherry Hill 169
67 Byrne Asset Management, LLC Kingston 166
67 Princeton Global Asset Management LLC Princeton 166
67 5C Capital Management, LLC Woodcliff Lake 166
70 GSG Advisors LLC Mount Laurel 156
71 Garden State Investment Advisory Services, LLC Broker-dealer affiliated Red Bank 151
72 Strategic Family Wealth Counselors, L.L.C. Fairfield 150
72 Novi Wealth Partners Princeton 150
74 Investment Partners Asset Management Metuchen 148
74 DGS Capital Management Jersey City 148
76 Hennion & Walsh Asset Management, Inc. Broker-dealer affiliated Parsippany 147
77 Eagle Wealth Strategies Mullica Hill 146
78 Accretive Wealth Partners, LLC Parsippany 142
79 Quaker Wealth Management LLC Moorestown 140
80 Highland Financial Advisors, LLC Wayne 139
80 Beckerman Wealth Ocean Grove 139
82 Alliance Wealth Management Group, LLC Flemington 137
83 Wiss Private Client Advisors, LLC Florham Park 130
84 Pegasus Asset Management Inc Morristown 126
84 Maltin Wealth Management, Inc. Ridgewood 126
86 Salvus Wealth Management, LLC Red Bank 125
87 Seabridge Investment Advisors LLC Summit 123
88 Saiph Capital, LLC Wyckoff 122
89 Access Wealth East Hanover 121
90 Kennedy Investment Group West Deptford 120
91 BCS Private Wealth Management Rumson 118
92 Mullooly Asset Management, Inc. Wall Township 114
93 Northstar Advisory Group, LLC Northfield 113
93 Clear Wave Wealth Management, LLC Red Bank 113
95 Precision Financial Services Mine Hill 111
96 Smallwood Wealth Management Red Bank 110
97 Virtus Wealth Solutions Cranford 109
98 Cypress Financial Planning Haddon Heights 108
98 Parisi Gray Wealth Management, LLC Mendham 108
100 Signature Wealth Management Partners, LLC Montvale 107

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.