# Newest independent RIAs in New Jersey

As of October 2, 2026, Clear Wave Wealth Management, LLC ranked #1 in New Jersey in AdvisorIQ's ranking of newest independent RIAs, with $617.0 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: New Jersey
- firms_listed: 83
- rows: rank: 1, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, state: NJ, value: 617000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338582/; rank: 2, crd: 340306, firm: Revel Wealth Management, city: Elmwood Park, state: NJ, value: 258895984, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340306/; rank: 3, crd: 340613, firm: Integrous Wealth Strategies, city: Hamilton, state: NJ, value: 216170964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340613/; rank: 4, crd: 336537, firm: Anchored Financial Planning LLC, city: West Deptford, state: NJ, value: 182862179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336537/; rank: 5, crd: 335067, firm: Taurus Financial, city: Jersey City, state: NJ, value: 162463905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335067/; rank: 6, crd: 342546, firm: Steffens Financial Corp, city: Byram Township, state: NJ, value: 162007559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342546/; rank: 7, crd: 321737, firm: Diversified Planning Strategies Advisors LLC, city: Roseland, state: NJ, value: 154398323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321737/; rank: 8, crd: 304935, firm: Family Wealth Partners LLC, city: Medford, state: NJ, value: 130937000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304935/; rank: 9, crd: 309783, firm: Rilex Capital LLC, city: Manasquan, state: NJ, value: 124252334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309783/; rank: 10, crd: 329576, firm: Ciro Capital LLC, city: Jersey City, state: NJ, value: 117442000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329576/; rank: 11, crd: 291214, firm: First Light Wealth Advisors, LLC, city: Little Falls, state: NJ, value: 116263725, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291214/; rank: 12, crd: 163237, firm: NPM Consulting, LLC, city: Ridgewood, state: NJ, value: 116069734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/163237/; rank: 13, crd: 175298, firm: Palante Wealth Advisors, LLC, city: Pennington, state: NJ, value: 115500287, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175298/; rank: 14, crd: 305760, firm: MK3 Wealth LLC, city: Cherry Hill, state: NJ, value: 113141146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305760/; rank: 15, crd: 128414, firm: Garden State Retirement Specialists, LLC, city: Red Bank, state: NJ, value: 109308243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128414/; rank: 16, crd: 128809, firm: Schlosser Financial Services, Inc., city: Seaside Park, state: NJ, value: 108000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128809/; rank: 17, crd: 309424, firm: Bergamot Asset Management LP, city: Princeton, state: NJ, value: 106482912, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309424/; rank: 18, crd: 304595, firm: MD Wealth Advisors Inc, city: Cranford, state: NJ, value: 105204224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304595/; rank: 19, crd: 297882, firm: Millstone Financial Group, city: Princeton, state: NJ, value: 104431570, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297882/; rank: 20, crd: 117644, firm: Brennan Financial Group, LLC, city: Princeton, state: NJ, value: 49651972, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117644/; rank: 21, crd: 329945, firm: Align Financial Solutions, city: Hoboken, state: NJ, value: 25060279, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329945/; rank: 22, crd: 340047, firm: Volpe Investments LLC, city: Cranford, state: NJ, value: 22011161, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340047/; rank: 23, crd: 304090, firm: Fairbridge Capital Management, LLC, city: Cedar Knolls, state: NJ, value: 15321829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304090/; rank: 24, crd: 340572, firm: Acorn Asset Management LLC, city: Princeton, state: NJ, value: 6600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340572/; rank: 25, crd: 331624, firm: Oceanus Capital Management, city: Short Hills, state: NJ, value: 5500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331624/; rank: 26, crd: 299387, firm: J.Pappas Investments, city: North Caldwell, state: NJ, value: 4921442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299387/; rank: 27, crd: 339324, firm: Bridlewood Private Wealth LLC, city: Shrewsbury, state: NJ, value: 4512753, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339324/; rank: 28, crd: 335634, firm: Capuchin Capital, city: Pennington, state: NJ, value: 3251864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335634/; rank: 29, crd: 337996, firm: Artistic Wealth, city: Brick, state: NJ, value: 1242688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337996/; rank: 30, crd: 332490, firm: TGF Assets, city: Lumberton, state: NJ, value: 1200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332490/; rank: 31, crd: 343790, firm: Capital Gains Advisory, city: Township of Washington, state: NJ, value: 1000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343790/; rank: 32, crd: 336808, firm: Gaelin LLC, city: Short Hills, state: NJ, value: 865000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336808/; rank: 33, crd: 135807, firm: Fortune Financial, city: Livingston, state: NJ, value: 850000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135807/; rank: 34, crd: 336858, firm: Five Point Investments, city: Lakewood, state: NJ, value: 315000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336858/; rank: 35, crd: 336015, firm: MMM Capital Ventures, city: Brick, state: NJ, value: 200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336015/; rank: 36, crd: 338359, firm: Nextmove Capital Inc., city: Long Branch, state: NJ, value: 190, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338359/; rank: 37, crd: 335780, firm: Innovative Wealth Partners, LLC, city: Manasquan, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335780/; rank: 37, crd: 336215, firm: Portfolio Advisory Partners, city: North Brunswick, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336215/; rank: 37, crd: 336223, firm: Truestar Financial Partners, city: Mount Laurel Township, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336223/; rank: 37, crd: 336242, firm: Molokai Advisors, city: Red Bank, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336242/; rank: 37, crd: 337444, firm: Advice to Thrive, city: Hammonton, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337444/; rank: 37, crd: 337934, firm: Lumbridge Research, city: Princeton, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337934/; rank: 37, crd: 338351, firm: Horicon Wealth Management, city: Montclair, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338351/; rank: 37, crd: 338442, firm: Hearthstead Financial, LLC, city: Flemington, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338442/; rank: 37, crd: 338545, firm: Love Wealth Management LLC, city: Hazlet, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338545/; rank: 37, crd: 338612, firm: Lease Investment Advisors, city: Toms River, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338612/; rank: 37, crd: 338687, firm: Meridian Atlas Planning, city: Florham Park, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338687/; rank: 37, crd: 339029, firm: Bull Market Strategies LLC, city: Westwood, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339029/; rank: 37, crd: 339098, firm: Securus Wealth Management, city: Holmdel, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339098/; rank: 37, crd: 339214, firm: Caliber Investment Advisors, LLC, city: Red Bank, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339214/; rank: 37, crd: 339331, firm: Alterra, city: River Edge, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339331/; rank: 37, crd: 339384, firm: Easytransfer Corporation, city: Jersey City, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339384/; rank: 37, crd: 339457, firm: NJ Capital Management, city: Lakewood, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339457/; rank: 37, crd: 339495, firm: The Financial Forge, LLC, city: Mendham, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339495/; rank: 37, crd: 339509, firm: Dellith Wealth Advisory, city: Fairview, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339509/; rank: 37, crd: 339624, firm: Forged Path Wealth Advisors LLC, city: Blackwood, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339624/; rank: 37, crd: 339633, firm: Amd Wealth Management LLC, city: Branchburg, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339633/; rank: 37, crd: 339698, firm: Capital B Advisory Services LLC, city: Middletown, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339698/; rank: 37, crd: 339816, firm: Northbridge Wealth Management LLC, city: Teaneck, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339816/; rank: 37, crd: 339897, firm: Reliant Wealth Advisory, city: Hoboken, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339897/; rank: 37, crd: 340172, firm: Sterling Legacy Advisors Inc., city: River Vale, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340172/; rank: 37, crd: 340227, firm: Tomoro, city: Colts Neck, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340227/; rank: 37, crd: 340264, firm: Aliya Financial, city: Highland Park, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340264/; rank: 37, crd: 340363, firm: Dmac Consulting Services, city: Manahawkin, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340363/; rank: 37, crd: 340431, firm: Pullman Wealth, city: Montclair, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340431/; rank: 37, crd: 340575, firm: Ailares, city: Monmouth Junction, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340575/; rank: 37, crd: 340730, firm: Joint Financial LLC, city: Franklin Lakes, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340730/; rank: 37, crd: 340749, firm: Westport Advisory, city: Jersey City, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340749/; rank: 37, crd: 340753, firm: Fjaka Wealth Management LLC, city: Chatham, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340753/; rank: 37, crd: 340777, firm: Inovo Wealth Architects, city: Union, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340777/; rank: 37, crd: 341029, firm: Sabattis Capital, city: Berkeley Heights, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341029/; rank: 37, crd: 341180, firm: Wright Financial Advisory LLC, city: West Orange, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341180/; rank: 37, crd: 341637, firm: Lasani Wealth Management, city: Kendall Park, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341637/; rank: 37, crd: 341797, firm: Ascent Physician Wealth LLC, city: Livingston, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341797/; rank: 37, crd: 342176, firm: Tutela Advisory Group, city: not stated, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342176/; rank: 37, crd: 342335, firm: Entrepreneur Wealth, city: Woodbridge, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342335/; rank: 37, crd: 342402, firm: Omega Strategies LLC, city: Verona Township, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342402/; rank: 37, crd: 342763, firm: Wick, city: Union City, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342763/; rank: 37, crd: 342942, firm: Miller Wealth Management, city: Wall Township, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342942/; rank: 37, crd: 343078, firm: Cois Dara Investing, city: Ridgewood, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343078/; rank: 37, crd: 343426, firm: Vici Advisors LLC, city: Linwood, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343426/; rank: 37, crd: 343934, firm: Dimaio Private Wealth, LLC, city: Chester, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343934/; rank: 37, crd: 344140, firm: Personal Wealth Strategies, city: Hamilton, state: NJ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344140/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/new-jersey/

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