City
Wealth management firms in Fairfield, New Jersey
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Fairfield, New Jersey reported $4.1 billion in regulatory assets under management; the largest by assets was Strategic Family Wealth Counselors, L.L.C., with $1.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $4.1 billion
- Average per firm
- $409.2 million
- SEC-registered, of those listed
- 5 of 10 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Strategic Family Wealth Counselors, L.L.C. | SEC | $1.7 billion | 3,600 |
| 2 | Cornerstone Planning Group | SEC | $951.8 million | 3,043 |
| 3 | Key Client Fiduciary Advisors, LLC | SEC | $896.3 million | 2,195 |
| 4 | Podell Financial Group LLC | SEC | $227.6 million | 590 |
| 5 | Sandro Wealth Management LLC | SEC | $227.6 million | 168 |
| 6 | G & R Financial Solutions LLC | State | $71.9 million | 258 |
| 7 | Granite Rose Wealth Alliance LLC | State | $29.1 million | 237 |
| 8 | 3I Wealth Management LLC | State | $28.4 million | 101 |
| 9 | Caldwell Fairfield Advisors | State | $0 | 0 |
| 10 | The Astorino Financial Group, Inc. | 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.