City
Wealth management firms in Bedminster, New Jersey
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Bedminster, New Jersey reported $810.2 million in regulatory assets under management; the largest by assets was Meadowbrook Advisors, with $321.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $810.2 million
- Average per firm
- $162.0 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Meadowbrook Advisors | SEC | $321.0 million | 454 |
| 2 | Heritage Financial Counselors, LLC | SEC | $235.9 million | 425 |
| 3 | WP Asset Management | SEC | $121.3 million | 224 |
| 4 | Carapace Financial Advisors LLC | State | $106.5 million | 72 |
| 5 | Charter Advisory Group | State | $25.5 million | 5 |
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.