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Wealth management firms in Bridgewater, New Jersey

As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Bridgewater, New Jersey reported $757.7 million in regulatory assets under management; the largest by assets was Paradigm Investment Advisory, LLC, with $425.1 million.

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

Wealth management firms
6
Regulatory assets under management
$757.7 million
Average per firm
$126.3 million
SEC-registered, of those listed
2 of 6 (33.3%)

Firms by assets

Wealth management firms in Bridgewater, New Jersey, largest first
#FirmRegistrationRAUMAccounts
1 Paradigm Investment Advisory, LLC SEC $425.1 million 645
2 Paradigm Wealth Advisory LLC SEC $201.2 million 948
3 The Investment Connection LLC State $108.8 million 375
4 Elements 5 Investment Management State $13.8 million 69
5 GA Advisors LLC State $8.8 million 10
6 Slosberg Financial Solutions, LLC 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.