City
Wealth management firms in Chester, New Jersey
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Chester, New Jersey reported $2.7 billion in regulatory assets under management; the largest by assets was Personal CFO Solutions LLC, with $1.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.7 billion
- Average per firm
- $531.1 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Personal CFO Solutions LLC | SEC | $1.6 billion | 4,764 |
| 2 | Covenant Asset Management, LLC | SEC | $692.6 million | 665 |
| 3 | High Point Wealth Management, LLC | SEC | $192.9 million | 374 |
| 4 | The Wealth Boutique | SEC | $120.8 million | 802 |
| 5 | Dimaio Private Wealth, LLC | SEC | $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.