State market data

Wealth management firms in New Jersey

As of October 2, 2026, 728 wealth management firms, including broker-dealer firms, based in New Jersey reported $1.3 trillion in regulatory assets under management; the largest by assets was UBS Financial Services Inc., with $915.8 billion.

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

Wealth management firms: 728
SEC-registered: 256
State-registered: 472
Regulatory assets under management: $1.3 trillion
Client accounts: 1,726,524
Median firm size: $66.7 million
Of which broker-dealer affiliated: 35, with $990.8 billion

New Jersey requires IAR continuing education, in effect since 2025. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in New Jersey.

Top firms in New Jersey

Largest wealth firms by assets under management, including broker-dealer firms

Largest wealth firms by assets under management, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	RAUM
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	$915.8 billion
2	Pathstone	Englewood	$110.3 billion
3	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	$57.7 billion
4	Summit Financial, LLC	Parsippany	$26.3 billion
5	Modera Wealth Management, LLC	Westwood	$17.7 billion
6	Onepoint BFG Wealth Partners	Parsippany	$15.1 billion
7	Circle Wealth Management, LLC	Summit	$14.1 billion
8	Advisors Capital Management, LLC	Ridgewood	$12.2 billion
9	Simon Quick Advisors, LLC	Morristown	$9.0 billion
10	BC Advisors, LLC	Mount Laurel	$4.7 billion

Top 100 in New Jersey

Fastest-growing wealth firms over one year, including broker-dealer firms

Fastest-growing wealth firms over one year, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Growth	Starting value
1	Paradigm Investment Advisory, LLC	Bridgewater	132.5%	$182.8 million
2	Sandro Wealth Management LLC	Fairfield	123.8%	$101.7 million
3	DGS Capital Management	Jersey City	96.8%	$535.5 million
4	Redwood Financial Planning, LLC	Scotch Plains	82.7%	$212.8 million
5	Able Wealth Management LLC	Toms River	79.9%	$322.1 million
6	Summit Financial, LLC	Parsippany	76.1%	$15.0 billion
7	Genesis Financial Group, LLC	Paramus	68.0%	$102.0 million
8	Mezzasalma Advisors	Tinton Falls	56.2%	$342.2 million
9	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	54.8%	$37.3 billion
10	Tenon Financial	Metuchen	51.7%	$208.3 million

Top 100 in New Jersey

Fastest-growing wealth firms over three years, including broker-dealer firms

Fastest-growing wealth firms over three years, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Growth	Starting value
1	Vision Retirement	Ridgewood	81.4%	$106.1 million
2	Wiss Private Client Advisors, LLC	Florham Park	70.1%	$246.8 million
3	Pathstone	Englewood	64.4%	$24.8 billion
4	Summit Financial, LLC	Parsippany	62.4%	$6.2 billion
5	DGS Capital Management	Jersey City	59.4%	$260.1 million
6	Redwood Financial Planning, LLC	Scotch Plains	56.6%	$101.3 million
7	Mezzasalma Advisors	Tinton Falls	49.2%	$161.0 million
8	Omni 360 Wealth, Inc.	Plainsboro	48.3%	$130.6 million
9	Tenon Financial	Metuchen	46.4%	$100.8 million
10	Able Wealth Management LLC	Toms River	45.2%	$189.4 million

Top 100 in New Jersey

Fastest-growing wealth firms over five years, including broker-dealer firms

Fastest-growing wealth firms over five years, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Growth	Starting value
1	Wiss Private Client Advisors, LLC	Florham Park	53.9%	$140.6 million
2	DGS Capital Management	Jersey City	52.2%	$129.3 million
3	RMR Wealth Builders, Inc.	Montclair	49.6%	$385.2 million
4	Summit Financial, LLC	Parsippany	44.7%	$4.1 billion
5	Pathstone	Englewood	41.3%	$19.6 billion
6	Circle Wealth Management, LLC	Summit	38.4%	$2.8 billion
7	Cornerstone Planning Group	Fairfield	35.4%	$209.3 million
8	Omni 360 Wealth, Inc.	Plainsboro	31.8%	$107.2 million
9	Modera Wealth Management, LLC	Westwood	29.0%	$5.0 billion
10	Green Ridge Wealth Planning LLC	Montville	28.5%	$111.1 million

Top 100 in New Jersey

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Increase
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	$107.0 billion
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	$20.4 billion
3	Summit Financial, LLC	Parsippany	$11.4 billion
4	Pathstone	Englewood	$9.9 billion
5	Onepoint BFG Wealth Partners	Parsippany	$3.0 billion
6	Advisors Capital Management, LLC	Ridgewood	$2.7 billion
7	Modera Wealth Management, LLC	Westwood	$2.2 billion
8	Simon Quick Advisors, LLC	Morristown	$1.9 billion
9	Circle Wealth Management, LLC	Summit	$1.6 billion
10	Laurel Oak Wealth Management, LLC	Marlton	$1.4 billion

Top 100 in New Jersey

Wealth firms with the most clients, including broker-dealer firms

Wealth firms with the most clients, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Most clients
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	1,162,833
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	171,239
3	Summit Financial, LLC	Parsippany	18,452
4	Advisors Capital Management, LLC	Ridgewood	18,174
5	Onepoint BFG Wealth Partners	Parsippany	8,674
6	Modera Wealth Management, LLC	Westwood	6,351
7	Npa Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Fair Lawn	5,492
8	TLG Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Summit	5,199
9	Laurel Oak Wealth Management, LLC	Marlton	4,662
10	BCG Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Cherry Hill	4,281

Top 100 in New Jersey

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Wealth firms with the fastest client growth over one year, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Growth	Starting value
1	Geremia Financial Services, LLC	Edison	125.6%	117
2	Key Client Fiduciary Advisors, LLC	Fairfield	123.8%	1,015
3	Summit Financial, LLC	Parsippany	87.0%	9,869
4	Sax Wealth Advisors, LLC	Parsippany	52.4%	1,125
5	Omega Capital Management, LLC	Flanders	48.9%	225
6	191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	47.0%	217
7	East Coast Wealth Management, Inc.	Florham Park	43.6%	140
8	GSG Advisors LLC	Mount Laurel	35.6%	135
9	Able Wealth Management LLC	Toms River	35.5%	760
10	Wiss Private Client Advisors, LLC	Florham Park	34.8%	138

Top 100 in New Jersey

Wealth firms with the most accounts, including broker-dealer firms

Wealth firms with the most accounts, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Most accounts
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	1,144,309
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	170,206
3	Summit Financial, LLC	Parsippany	40,628
4	Onepoint BFG Wealth Partners	Parsippany	28,204
5	Pathstone	Englewood	27,165
6	Modera Wealth Management, LLC	Westwood	21,420
7	Advisors Capital Management, LLC	Ridgewood	18,140
8	TLG Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Summit	6,727
9	Pine Valley Investments	Marlton	5,785
10	Sax Wealth Advisors, LLC	Parsippany	5,429

Top 100 in New Jersey

Wealth firms with the most advisory staff, including broker-dealer firms

Wealth firms with the most advisory staff, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Most advisory staff
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	9,149
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	885
3	Pathstone	Englewood	365
4	Summit Financial, LLC	Parsippany	216
5	TLG Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Summit	155
6	Modera Wealth Management, LLC	Westwood	106
7	Onepoint BFG Wealth Partners	Parsippany	104
8	Simon Quick Advisors, LLC	Morristown	77
9	Advisors Capital Management, LLC	Ridgewood	57
10	Npa Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Fair Lawn	52

Top 100 in New Jersey

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

Wealth firms with the most high net worth clients, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Most high net worth clients
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	853,775
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	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: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	2,007
9	Pathstone	Englewood	1,834
10	Npa Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Fair Lawn	877

Top 100 in New Jersey

Wealth firms with the most CFP professionals, including broker-dealer firms

Wealth firms with the most CFP professionals, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Most CFP professionals
1	UBS Financial Services Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Weehawken	413
2	Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Morristown	227
3	Modera Wealth Management, LLC	Westwood	94
4	Pathstone	Englewood	68
5	Summit Financial, LLC	Parsippany	63
6	Onepoint BFG Wealth Partners	Parsippany	50
7	TLG Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Summit	38
8	Simon Quick Advisors, LLC	Morristown	26
9	Advisors Capital Management, LLC	Ridgewood	24
10	Sax Wealth Advisors, LLC	Parsippany	23

Top 100 in New Jersey

Newest wealth firms, including broker-dealer firms

Newest wealth firms, including broker-dealer firms in New Jersey, top 10
Rank	Firm	City	Amount
1	Clear Wave Wealth Management, LLC	Red Bank	$617.0 million
2	Revel Wealth Management	Elmwood Park	$258.9 million
3	Integrous Wealth Strategies	Hamilton	$216.2 million
4	Anchored Financial Planning LLC	West Deptford	$182.9 million
5	Taurus Financial	Jersey City	$162.5 million
6	Steffens Financial Corp	Byram Township	$162.0 million
7	Diversified Planning Strategies Advisors LLC	Roseland	$154.4 million
8	PTS Brokerage, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Mount Laurel	$131.7 million
9	Family Wealth Partners LLC	Medford	$130.9 million
10	Rilex Capital LLC	Manasquan	$124.3 million

Top 100 in New Jersey

Over time

From the SEC's yearly files: SEC-registered wealth firms based in New Jersey, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	189
October 1, 2019	190
October 1, 2020	191
October 4, 2021	199
October 3, 2022	207
October 5, 2023	209
October 1, 2024	209
September 2, 2025	221
October 2, 2026	256

Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$611.5 billion
October 1, 2019	$620.9 billion
October 1, 2020	$737.8 billion
October 4, 2021	$758.7 billion
October 3, 2022	$926.0 billion
October 5, 2023	$821.3 billion
October 1, 2024	$952.5 billion
September 2, 2025	$1.2 trillion
October 2, 2026	$1.3 trillion

Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	1,237,182
October 1, 2019	1,339,551
October 1, 2020	1,393,782
October 4, 2021	1,472,944
October 3, 2022	1,642,034
October 5, 2023	1,727,012
October 1, 2024	1,636,814
September 2, 2025	1,722,985
October 2, 2026	1,693,987

Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$255.3 million
October 1, 2019	$255.0 million
October 1, 2020	$287.4 million
October 4, 2021	$293.4 million
October 3, 2022	$328.0 million
October 5, 2023	$276.6 million
October 1, 2024	$319.2 million
September 2, 2025	$340.0 million
October 2, 2026	$303.3 million

The market in New Jersey now

Headline figures

Headline figures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms	728	256	472
Regulatory assets under management	$1.3 trillion	$1.3 trillion	$11.4 billion
Accounts	1,726,524	1,693,987	32,537
Clients	1,534,595	1,510,971	23,624
Employees	18,507	17,760	747
Advisory employees	13,210	12,587	623
Investment adviser representatives	13,567	12,937	630
Median RAUM	$66.7 million	$303.3 million	$22.2 million
Average RAUM	$2.2 billion	$5.3 billion	$32.1 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms under $100 million	353	9	344
RAUM of firms under $100 million	$10.6 billion	$396.5 million	$10.2 billion
Firms $100 million to $250 million	111	100	11
RAUM of firms $100 million to $250 million	$18.0 billion	$16.8 billion	$1.2 billion
Firms $250 million to $500 million	52	52	0
RAUM of firms $250 million to $500 million	$18.8 billion	$18.8 billion	$0
Firms $500 million to $1 billion	45	45	0
RAUM of firms $500 million to $1 billion	$30.8 billion	$30.8 billion	$0
Firms $1 billion to $5 billion	30	30	0
RAUM of firms $1 billion to $5 billion	$61.1 billion	$61.1 billion	$0
Firms $5 billion to $10 billion	1	1	0
RAUM of firms $5 billion to $10 billion	$9.0 billion	$9.0 billion	$0
Firms $10 billion and up	8	8	0
RAUM of firms $10 billion and up	$1.2 trillion	$1.2 trillion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		89.8%
Top 100 share of RAUM		96.9%

Concentration, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Top 10 share of RAUM	89.8%	90.6%	9.4%
Top 100 share of RAUM	96.9%	97.8%	64.8%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		90.2%
Charge hourly fees		47.8%
Charge subscription fees		1.5%
Charge fixed fees		61.5%
Receive commissions		3.8%
Charge performance-based fees		7.3%
Other compensation		8.2%

How advisers are paid, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Charge a percentage of assets	90.2%	96.5%	86.9%
Charge hourly fees	47.8%	48.0%	47.7%
Charge subscription fees	1.5%	1.2%	1.7%
Charge fixed fees	61.5%	75.8%	53.8%
Receive commissions	3.8%	3.9%	3.8%
Charge performance-based fees	7.3%	3.9%	9.1%
Other compensation	8.2%	7.8%	8.5%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

Custody, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Have custody	32.6%	44.9%	25.8%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Broker-dealer affiliated	5.2%	9.8%	2.8%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

New firms and successions, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
New registrations	85	30	55
Successions	No data	0	No data

Other measures

Other measures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms reporting RAUM	600	245	355
Discretionary RAUM	$723.6 billion	$713.8 billion	$9.8 billion
CFP professionals	1,555	1,400	155
25th percentile RAUM	$14.5 million	$171.3 million	$6.1 million
75th percentile RAUM	$214.9 million	$653.8 million	$51.8 million
90th percentile RAUM	$661.8 million	$1.7 billion	$77.8 million
Average account size	$763,075	$771,008	$350,029
Offer financial planning	74.9%	83.6%	70.1%
RAUM growth, one year	No data	13.1%	No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Parsippany 11 independent RIAs, $47.4 billion
Summit 10 independent RIAs, $16.1 billion
Ridgewood 9 independent RIAs, $13.7 billion
Morristown 13 independent RIAs, $10.7 billion
Red Bank 25 independent RIAs, $7.6 billion
Princeton 31 independent RIAs, $6.7 billion
Mount Laurel 7 independent RIAs, $5.7 billion
Marlton 11 independent RIAs, $5.1 billion
Fairfield 10 independent RIAs, $4.1 billion
Montclair 9 independent RIAs, $4.0 billion
Chester 5 independent RIAs, $2.7 billion
Jersey City 15 independent RIAs, $1.9 billion
Hackensack 7 independent RIAs, $1.8 billion
Montvale 5 independent RIAs, $1.6 billion
Florham Park 5 independent RIAs, $1.5 billion
Ramsey 5 independent RIAs, $1.5 billion
Cranford 10 independent RIAs, $1.4 billion
Flemington 6 independent RIAs, $1.3 billion
Moorestown 9 independent RIAs, $1.1 billion
Toms River 7 independent RIAs, $1.1 billion
Woodcliff Lake 5 independent RIAs, $1.0 billion
Cherry Hill 7 independent RIAs, $850.2 million
Westfield 12 independent RIAs, $828.7 million
Bedminster 5 independent RIAs, $810.2 million
Medford 5 independent RIAs, $808.0 million
Bridgewater 6 independent RIAs, $757.7 million
Wyckoff 5 independent RIAs, $686.2 million
Fair Lawn 5 independent RIAs, $609.7 million
Short Hills 10 independent RIAs, $609.0 million
Warren 5 independent RIAs, $606.3 million
Basking Ridge 5 independent RIAs, $413.5 million
Manasquan 8 independent RIAs, $397.4 million
Lakewood 7 independent RIAs, $388.6 million
East Brunswick 5 independent RIAs, $298.0 million
Englewood Cliffs 5 independent RIAs, $193.0 million
Middletown 5 independent RIAs, $61.3 million

Cities with at least five independent RIAs.

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.