City
Wealth management firms in Florham Park, New Jersey
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Florham Park, New Jersey reported $1.7 billion in regulatory assets under management; the largest by assets was Wiss Private Client Advisors, LLC, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $285.0 million
- SEC-registered, of those listed
- 4 of 6 (66.7%)
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 | Jeffrey Matthews Wealth Management, 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. | SEC | $161.7 million | 367 |
| 4 | East Coast Wealth Management, Inc. | SEC | $153.0 million | 285 |
| 5 | Bodnar Financial Advisors, Inc. | State | $0 | 0 |
| 6 | Meridian Atlas Planning | 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.