# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: New Jersey
- firms_listed: 100
- rows: rank: 1, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, state: NJ, value: 3443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155649/; rank: 2, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, state: NJ, value: 2934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318366/; rank: 3, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, state: NJ, value: 2863, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112266/; rank: 4, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, state: NJ, value: 2477, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336824/; rank: 5, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, state: NJ, value: 2248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299322/; rank: 6, crd: 151736, firm: Pathstone, city: Englewood, state: NJ, value: 1834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151736/; rank: 7, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, state: NJ, value: 736, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104567/; rank: 8, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, state: NJ, value: 715, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119193/; rank: 9, crd: 158332, firm: Withum Wealth Management, city: Red Bank, state: NJ, value: 688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158332/; rank: 10, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, state: NJ, value: 666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132330/; rank: 11, crd: 173995, firm: Pine Valley Investments, city: Marlton, state: NJ, value: 606, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173995/; rank: 12, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, state: NJ, value: 563, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334370/; rank: 13, crd: 107764, firm: Traphagen Financial Group, city: Oradell, state: NJ, value: 561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107764/; rank: 14, crd: 106577, firm: CFS Investment Advisory Services LLC, city: Totowa, state: NJ, value: 532, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106577/; rank: 15, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, state: NJ, value: 464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169005/; rank: 16, crd: 283891, firm: Leo Wealth, LLC, city: Edison, state: NJ, value: 453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283891/; rank: 17, crd: 173064, firm: Vision Retirement, city: Ridgewood, state: NJ, value: 451, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173064/; rank: 18, crd: 299723, firm: Transcend Capital Advisors, LLC, city: Madison, state: NJ, value: 450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299723/; rank: 19, crd: 104920, firm: Condor Capital Wealth Management, city: Martinsville, state: NJ, value: 424, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104920/; rank: 20, crd: 110325, firm: Makrod Investment Associates Inc, city: Verona, state: NJ, value: 415, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110325/; rank: 21, crd: 108567, firm: Covenant Asset Management, LLC, city: Chester, state: NJ, value: 412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108567/; rank: 22, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, state: NJ, value: 387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158248/; rank: 23, crd: 111987, firm: Chatham Wealth Management, city: Chatham, state: NJ, value: 378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111987/; rank: 24, crd: 124004, firm: Cra Financial Services, L.L.C., city: Northfield, state: NJ, value: 377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124004/; rank: 25, crd: 148083, firm: Roundview Capital, LLC, city: Princeton, state: NJ, value: 352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148083/; rank: 26, crd: 169588, firm: Oliver Luxxe Assets LLC, city: Gladstone, state: NJ, value: 351, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169588/; rank: 27, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, state: NJ, value: 349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142878/; rank: 28, crd: 328909, firm: Drucker Wealth, city: Mahwah, state: NJ, value: 331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328909/; rank: 29, crd: 105310, firm: Signet Financial Management, LLC, city: Parsippany, state: NJ, value: 320, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105310/; rank: 30, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, state: NJ, value: 288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286643/; rank: 31, crd: 108547, firm: Sage Capital Management LLC, city: Stockton, state: NJ, value: 249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108547/; rank: 32, crd: 318134, firm: Cora Capital Advisors, city: Marlton, state: NJ, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318134/; rank: 33, crd: 321097, firm: Breakwater Capital Group, city: Paramus, state: NJ, value: 239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321097/; rank: 34, crd: 325300, firm: Premier Path Wealth Partners, LLC, city: Madison, state: NJ, value: 233, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325300/; rank: 35, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, state: NJ, value: 225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307189/; rank: 36, crd: 117606, firm: Wealth Management Associates, Inc., city: Cherry Hill, state: NJ, value: 216, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117606/; rank: 36, crd: 151619, firm: Kubhera Enterprises LLC, city: Princeton, state: NJ, value: 216, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151619/; rank: 38, crd: 108664, firm: Sterling Financial Planning Inc, city: Sparta, state: NJ, value: 212, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108664/; rank: 39, crd: 283744, firm: Atlas Private Wealth Advisors, city: Red Bank, state: NJ, value: 211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283744/; rank: 40, crd: 121496, firm: Lighthouse Financial Advisors, Inc., city: Red Bank, state: NJ, value: 208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121496/; rank: 41, crd: 109318, firm: Dumont & Blake Investment Advisors LLC, city: Princeton, state: NJ, value: 205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109318/; rank: 42, crd: 282967, firm: Wealth Quarterback LLC, city: Toms River, state: NJ, value: 203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282967/; rank: 43, crd: 310272, firm: Grantvest Financial Group LLC, city: Matawan, state: NJ, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310272/; rank: 44, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, state: NJ, value: 198, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298240/; rank: 45, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, state: NJ, value: 195, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298085/; rank: 46, crd: 151109, firm: NCM Capital Management, LLC, city: Ramsey, state: NJ, value: 194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151109/; rank: 47, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, state: NJ, value: 186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106942/; rank: 48, crd: 131208, firm: Regency Wealth Management, city: Ramsey, state: NJ, value: 184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131208/; rank: 49, crd: 127381, firm: Prestige Wealth Management Group, LLC, city: Flemington, state: NJ, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127381/; rank: 49, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, state: NJ, value: 182, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129045/; rank: 51, crd: 110890, firm: Tilson Financial Group Inc, city: New Providence, state: NJ, value: 180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110890/; rank: 52, crd: 154569, firm: The Genwealth Group, Inc., city: Maplewood, state: NJ, value: 179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154569/; rank: 53, crd: 279034, firm: WP Asset Management, city: Bedminster, state: NJ, value: 177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/279034/; rank: 54, crd: 308026, firm: Shorehaven Wealth Partners, LLC, city: Red Bank, state: NJ, value: 171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308026/; rank: 55, crd: 125221, firm: Byrne Asset Management, LLC, city: Kingston, state: NJ, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125221/; rank: 55, crd: 146644, firm: Princeton Global Asset Management LLC, city: Princeton, state: NJ, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146644/; rank: 55, crd: 284213, firm: 5C Capital Management, LLC, city: Woodcliff Lake, state: NJ, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284213/; rank: 58, crd: 131511, firm: GSG Advisors LLC, city: Mount Laurel, state: NJ, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131511/; rank: 59, crd: 128199, firm: Strategic Family Wealth Counselors, L.L.C., city: Fairfield, state: NJ, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128199/; rank: 59, crd: 166539, firm: Novi Wealth Partners, city: Princeton, state: NJ, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166539/; rank: 61, crd: 121812, firm: Investment Partners Asset Management, city: Metuchen, state: NJ, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121812/; rank: 61, crd: 281938, firm: DGS Capital Management, city: Jersey City, state: NJ, value: 148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281938/; rank: 63, crd: 323814, firm: Eagle Wealth Strategies, city: Mullica Hill, state: NJ, value: 146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323814/; rank: 64, crd: 299544, firm: Accretive Wealth Partners, LLC, city: Parsippany, state: NJ, value: 142, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299544/; rank: 65, crd: 284546, firm: Quaker Wealth Management LLC, city: Moorestown, state: NJ, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284546/; rank: 66, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, state: NJ, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125838/; rank: 66, crd: 142480, firm: Beckerman Wealth, city: Ocean Grove, state: NJ, value: 139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142480/; rank: 68, crd: 169573, firm: Alliance Wealth Management Group, LLC, city: Flemington, state: NJ, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169573/; rank: 69, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, state: NJ, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286319/; rank: 70, crd: 104766, firm: Pegasus Asset Management Inc, city: Morristown, state: NJ, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104766/; rank: 70, crd: 164330, firm: Maltin Wealth Management, Inc., city: Ridgewood, state: NJ, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164330/; rank: 72, crd: 171986, firm: Salvus Wealth Management, LLC, city: Red Bank, state: NJ, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171986/; rank: 73, crd: 108681, firm: Seabridge Investment Advisors LLC, city: Summit, state: NJ, value: 123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108681/; rank: 74, crd: 312119, firm: Saiph Capital, LLC, city: Wyckoff, state: NJ, value: 122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312119/; rank: 75, crd: 112973, firm: Access Wealth, city: East Hanover, state: NJ, value: 121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112973/; rank: 76, crd: 322605, firm: Kennedy Investment Group, city: West Deptford, state: NJ, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322605/; rank: 77, crd: 174761, firm: BCS Private Wealth Management, city: Rumson, state: NJ, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174761/; rank: 78, crd: 121184, firm: Mullooly Asset Management, Inc., city: Wall Township, state: NJ, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121184/; rank: 79, crd: 306850, firm: Northstar Advisory Group, LLC, city: Northfield, state: NJ, value: 113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306850/; rank: 79, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, state: NJ, value: 113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338582/; rank: 81, crd: 147872, firm: Precision Financial Services, city: Mine Hill, state: NJ, value: 111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147872/; rank: 82, crd: 288663, firm: Smallwood Wealth Management, city: Red Bank, state: NJ, value: 110, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288663/; rank: 83, crd: 332536, firm: Virtus Wealth Solutions, city: Cranford, state: NJ, value: 109, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332536/; rank: 84, crd: 151014, firm: Cypress Financial Planning, city: Haddon Heights, state: NJ, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151014/; rank: 84, crd: 286388, firm: Parisi Gray Wealth Management, LLC, city: Mendham, state: NJ, value: 108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286388/; rank: 86, crd: 298315, firm: Signature Wealth Management Partners, LLC, city: Montvale, state: NJ, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298315/; rank: 87, crd: 144234, firm: Baron Financial Group LLC, city: Fair Lawn, state: NJ, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144234/; rank: 88, crd: 167592, firm: Lavish Financial Planning, city: Morristown, state: NJ, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167592/; rank: 89, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, state: NJ, value: 103, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304236/; rank: 90, crd: 131893, firm: Schorpp Capital Management, city: East Brunswick, state: NJ, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131893/; rank: 91, crd: 142982, firm: BC Advisors, LLC, city: Mount Laurel, state: NJ, value: 100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142982/; rank: 92, crd: 113926, firm: Princeton Capital Management LLC, city: Red Bank, state: NJ, value: 99, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113926/; rank: 93, crd: 328115, firm: Granite Rose Wealth Alliance LLC, city: Fairfield, state: NJ, value: 98, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328115/; rank: 94, crd: 150123, firm: Giverny Capital Advisors, city: Princeton, state: NJ, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150123/; rank: 95, crd: 129112, firm: Oakbourne Advisors, city: Berkeley Heights, state: NJ, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129112/; rank: 95, crd: 305581, firm: Tenon Financial, city: Metuchen, state: NJ, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305581/; rank: 97, crd: 128962, firm: Aljen Asset Management LLC, city: Cedar Knolls, state: NJ, value: 93, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128962/; rank: 98, crd: 296848, firm: Shore Point Advisors, LLC, city: Brielle, state: NJ, value: 91, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296848/; rank: 99, crd: 128900, firm: Financial Futures, city: Brielle, state: NJ, value: 89, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128900/; rank: 100, crd: 154623, firm: Black Coral Financial Advisors, LLC, city: Mount Olive, state: NJ, value: 88, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154623/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/new-jersey/

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