City
Independent RIAs in Florham Park, New Jersey
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Florham Park, New Jersey reported $1.5 billion in regulatory assets under management; the largest by assets was Wiss Private Client Advisors, LLC, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $309.6 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wiss Private Client Advisors, LLC | SEC | $1.2 billion | 753 |
| 2 | Eames Financial | SEC | $179.5 million | 50 |
| 3 | East Coast Wealth Management, Inc. | SEC | $153.0 million | 285 |
| 4 | Bodnar Financial Advisors, Inc. | State | $0 | 0 |
| 5 | Meridian Atlas Planning | State | $0 | 0 |
Independent RIAs 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.