City
Wealth management firms in Basking Ridge, New Jersey
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Basking Ridge, New Jersey reported $573.5 million in regulatory assets under management; the largest by assets was BPP Wealth Solutions, LLC, with $247.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $573.5 million
- Average per firm
- $95.6 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
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 | Feldstein, Steven DBA Steven Feldstein & Associates 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. | SEC | $160.0 million | 740 |
| 4 | Prima Innotech | State | $250,000 | 1 |
| 5 | Mendham Capital Management, Inc. | State | $0 | 0 |
| 6 | Oaktree Financial Planning and Consulting | State | $0 | 0 |
Wealth management firms 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.