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Wealth management firms in Cranford, New Jersey

As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Cranford, New Jersey reported $1.4 billion in regulatory assets under management; the largest by assets was Virtus Wealth Solutions, with $594.9 million.

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

Wealth management firms
11
Regulatory assets under management
$1.4 billion
Average per firm
$129.4 million
SEC-registered, of those listed
4 of 11 (36.4%)

Firms by assets

Wealth management firms in Cranford, New Jersey, largest first
#FirmRegistrationRAUMAccounts
1 Virtus Wealth Solutions SEC $594.9 million 1,050
2 Merrion Investment Management Co, LLC SEC $244.8 million 75
3 S.F. Ehrlich Associates, Inc. SEC $185.8 million 385
4 MD Wealth Advisors Inc SEC $105.2 million 396
5 TKG Wealth Advisers LLC State $102.1 million 281
6 Westfield Wealth Management, LLC State $91.6 million 197
7 Everguide Financial Group, LLC State $45.1 million 180
8 Ruff Choices State $31.7 million 118
9 Volpe Investments LLC State $22.0 million 67
10 CMC Wealth LLC State $0 0
11 WBB Securities, LLC 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. 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.