City
Independent RIAs in Basking Ridge, New Jersey
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Basking Ridge, New Jersey reported $413.5 million in regulatory assets under management; the largest by assets was BPP Wealth Solutions, LLC, with $247.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $413.5 million
- Average per firm
- $82.7 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | BPP Wealth Solutions, LLC | SEC | $247.3 million | 459 |
| 2 | Stolzer Rothschild Levy LLC | SEC | $166.0 million | 245 |
| 3 | Prima Innotech | State | $250,000 | 1 |
| 4 | Mendham Capital Management, Inc. | State | $0 | 0 |
| 5 | Oaktree Financial Planning and Consulting | State | $0 | 0 |
Independent RIAs in New Jersey, including every city.
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.