# Independent RIAs in New Jersey

As of October 2, 2026, 693 independent wealth management RIAs based in New Jersey reported $326.7 billion in regulatory assets under management; the largest by assets was Pathstone, with $110.3 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/new-jersey/

## Facts

- state: New Jersey
- code: NJ
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 372550, firms: 693, median_raum: 62750048.5, raum: 326712075357, advisory_employees: 2622, avg_account: 876961.683953832, band_100m_250m: 107, band_100m_250m_raum: 17264208265, band_10b_plus: 6, band_10b_plus_raum: 195717584984, band_1b_5b: 25, band_1b_5b_raum: 49551847640, band_250m_500m: 50, band_250m_500m_raum: 18192792796, band_500m_1b: 40, band_500m_1b_raum: 26906233000, band_5b_10b: 1, band_5b_10b_raum: 9006812528, band_lt100m: 341, band_lt100m_raum: 10072596144, bd_affiliated_share: 0.0101010101010101, cfp_professionals: 821, clients: 161697, custody_share: 0.33044733044733, employees: 4197, fee_aum_pct_share: 0.901875901875902, fee_commissions_share: 0.0288600288600289, fee_fixed_share: 0.611832611832612, fee_hourly_share: 0.468975468975469, fee_other_share: 0.075036075036075, fee_performance_share: 0.0764790764790765, fee_subscription_share: 0.0158730158730159, financial_planning_share: 0.743145743145743, firms_with_raum: 570, iars: 2496, mean_raum: 573179079.573684, new_firms: 83, p25_raum: 13804943.75, p75_raum: 200996970.25, p90_raum: 613198184, raum_discretionary: 248533281139, top100_share: 0.896601824845051, top10_share: 0.661930087575401, independent_sec: accounts: 341415, firms: 234, median_raum: 289591779, raum: 315690056590, advisory_employees: 2037, avg_account: 924651.98245537, band_100m_250m: 96, band_100m_250m_raum: 16086602653, band_10b_plus: 6, band_10b_plus_raum: 195717584984, band_1b_5b: 25, band_1b_5b_raum: 49551847640, band_250m_500m: 50, band_250m_500m_raum: 18192792796, band_500m_1b: 40, band_500m_1b_raum: 26906233000, band_5b_10b: 1, band_5b_10b_raum: 9006812528, band_lt100m: 7, band_lt100m_raum: 228182989, bd_affiliated_share: 0.0213675213675214, cfp_professionals: 670, clients: 139741, custody_share: 0.465811965811966, employees: 3493, fee_aum_pct_share: 0.965811965811966, fee_commissions_share: 0.0170940170940171, fee_fixed_share: 0.756410256410256, fee_hourly_share: 0.474358974358974, fee_other_share: 0.0683760683760684, fee_performance_share: 0.0427350427350427, fee_subscription_share: 0.0128205128205128, financial_planning_share: 0.833333333333333, firms_with_raum: 225, iars: 1904, mean_raum: 1403066918.17778, new_firms: 28, p25_raum: 171310000, p75_raum: 617000000, p90_raum: 1337079548.6, raum_discretionary: 238971350276, raum_growth_1y: 0.176237253543146, successions: 0, top100_share: 0.927905826772496, top10_share: 0.685040748476493, state: accounts: 31135, firms: 459, median_raum: 22011161, raum: 11022018767, advisory_employees: 585, avg_account: 354007.347583106, band_100m_250m: 11, band_100m_250m_raum: 1177605612, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 334, band_lt100m_raum: 9844413155, bd_affiliated_share: 0.00435729847494553, cfp_professionals: 151, clients: 21956, custody_share: 0.261437908496732, employees: 704, fee_aum_pct_share: 0.869281045751634, fee_commissions_share: 0.0348583877995643, fee_fixed_share: 0.538126361655773, fee_hourly_share: 0.466230936819172, fee_other_share: 0.0784313725490196, fee_performance_share: 0.093681917211329, fee_subscription_share: 0.0174291938997821, financial_planning_share: 0.697167755991285, firms_with_raum: 345, iars: 592, mean_raum: 31947880.484058, new_firms: 55, p25_raum: 6019000, p75_raum: 52000000, p90_raum: 77844338.8, raum_discretionary: 9561930863, top100_share: 0.663106127425813, top10_share: 0.0975816889570353
- broker_dealer_affiliated_not_included: firms: 35, raum: 990754576105
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 163; as_of: 2019-10-01, value: 165; as_of: 2020-10-01, value: 164; as_of: 2021-10-04, value: 172; as_of: 2022-10-03, value: 184; as_of: 2023-10-05, value: 185; as_of: 2024-10-01, value: 187; as_of: 2025-09-02, value: 200; as_of: 2026-10-02, value: 234, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 90917775748; as_of: 2019-10-01, value: 94536115897; as_of: 2020-10-01, value: 87070637375; as_of: 2021-10-04, value: 111426127330; as_of: 2022-10-03, value: 144858725180; as_of: 2023-10-05, value: 129250928723; as_of: 2024-10-01, value: 183385972483; as_of: 2025-09-02, value: 268389779051; as_of: 2026-10-02, value: 315690056590, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 205954; as_of: 2019-10-01, value: 233618; as_of: 2020-10-01, value: 161018; as_of: 2021-10-04, value: 169633; as_of: 2022-10-03, value: 216805; as_of: 2023-10-05, value: 236818; as_of: 2024-10-01, value: 264525; as_of: 2025-09-02, value: 294518; as_of: 2026-10-02, value: 341415, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 249221559; as_of: 2019-10-01, value: 235761682; as_of: 2020-10-01, value: 269182197; as_of: 2021-10-04, value: 288675538; as_of: 2022-10-03, value: 304126578; as_of: 2023-10-05, value: 263466025; as_of: 2024-10-01, value: 300803482; as_of: 2025-09-02, value: 323299485; as_of: 2026-10-02, value: 289591779
- top_10: largest: rank: 1, crd: 151736, firm: Pathstone, city: Englewood, value: 110295873738; rank: 2, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 26348347965; rank: 3, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 17678214162; rank: 4, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 15127499616; rank: 5, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, value: 14066392093; rank: 6, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 12201257410; rank: 7, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, value: 9006812528; rank: 8, crd: 142982, firm: BC Advisors, LLC, city: Mount Laurel, value: 4734892180; rank: 9, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 3596080962; rank: 10, crd: 283891, firm: Leo Wealth, LLC, city: Edison, value: 3205181999, fastest-growing: rank: 1, crd: 334370, firm: Paradigm Investment Advisory, LLC, city: Bridgewater, value: 1.32515310287594; rank: 2, crd: 332113, firm: Sandro Wealth Management LLC, city: Fairfield, value: 1.23759164323801; rank: 3, crd: 281938, firm: DGS Capital Management, city: Jersey City, value: 0.968279650556517; rank: 4, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, value: 0.827476997027559; rank: 5, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, value: 0.799390799806567; rank: 6, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 0.761365261072005; rank: 7, crd: 327996, firm: Genesis Financial Group, LLC, city: Paramus, value: 0.679509803921569; rank: 8, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, value: 0.561750929954525; rank: 9, crd: 305581, firm: Tenon Financial, city: Metuchen, value: 0.517091473511219; rank: 10, crd: 312385, firm: Ahara Advisors, city: Jersey City, value: 0.514827090193285, fastest-growing-3-year: rank: 1, crd: 173064, firm: Vision Retirement, city: Ridgewood, value: 0.814219498388419; rank: 2, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, value: 0.701363219050627; rank: 3, crd: 151736, firm: Pathstone, city: Englewood, value: 0.643715641200318; rank: 4, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 0.623785426938904; rank: 5, crd: 281938, firm: DGS Capital Management, city: Jersey City, value: 0.594318420424027; rank: 6, crd: 291250, firm: Redwood Financial Planning, LLC, city: Scotch Plains, value: 0.565837042786973; rank: 7, crd: 129045, firm: Mezzasalma Advisors, city: Tinton Falls, value: 0.491687565857411; rank: 8, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, value: 0.482616972863624; rank: 9, crd: 305581, firm: Tenon Financial, city: Metuchen, value: 0.463573821065543; rank: 10, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, value: 0.451690766727764, fastest-growing-5-year: rank: 1, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, value: 0.539327737738609; rank: 2, crd: 281938, firm: DGS Capital Management, city: Jersey City, value: 0.521502120721678; rank: 3, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 0.495950184562758; rank: 4, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 0.44748520756015; rank: 5, crd: 151736, firm: Pathstone, city: Englewood, value: 0.412762345544037; rank: 6, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, value: 0.383899558556019; rank: 7, crd: 307189, firm: Cornerstone Planning Group, city: Fairfield, value: 0.353868865393632; rank: 8, crd: 124878, firm: Omni 360 Wealth, Inc., city: Plainsboro, value: 0.317633818554422; rank: 9, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 0.289542284086498; rank: 10, crd: 304236, firm: Green Ridge Wealth Planning LLC, city: Montville, value: 0.285234344194991, biggest-asset-gains: rank: 1, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 11389299693; rank: 2, crd: 151736, firm: Pathstone, city: Englewood, value: 9851736237; rank: 3, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 2998843429; rank: 4, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 2731193958; rank: 5, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 2167732010; rank: 6, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, value: 1934186305; rank: 7, crd: 142878, firm: Circle Wealth Management, LLC, city: Summit, value: 1586611728; rank: 8, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, value: 1399270429; rank: 9, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 1155229160; rank: 10, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 686059659, most-clients: rank: 1, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 18452; rank: 2, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 18174; rank: 3, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 8674; rank: 4, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 6351; rank: 5, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, value: 4662; rank: 6, crd: 106942, firm: Portfolio Strategies Inc NY, city: Montvale, value: 3412; rank: 7, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, value: 2272; rank: 8, crd: 151736, firm: Pathstone, city: Englewood, value: 2244; rank: 9, crd: 173995, firm: Pine Valley Investments, city: Marlton, value: 2114; rank: 10, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 2106, client-growth: rank: 1, crd: 156504, firm: Geremia Financial Services, LLC, city: Edison, value: 1.25641025641026; rank: 2, crd: 298240, firm: Key Client Fiduciary Advisors, LLC, city: Fairfield, value: 1.2384236453202; rank: 3, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 0.869692978011957; rank: 4, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 0.523555555555556; rank: 5, crd: 129167, firm: Omega Capital Management, LLC, city: Flanders, value: 0.488888888888889; rank: 6, crd: 124288, firm: 191 Godwin Associates, Inc. D/B/A Godwin Capital Management, city: Wyckoff, value: 0.470046082949309; rank: 7, crd: 136155, firm: East Coast Wealth Management, Inc., city: Florham Park, value: 0.435714285714286; rank: 8, crd: 131511, firm: GSG Advisors LLC, city: Mount Laurel, value: 0.355555555555556; rank: 9, crd: 298085, firm: Able Wealth Management LLC, city: Toms River, value: 0.355263157894737; rank: 10, crd: 286319, firm: Wiss Private Client Advisors, LLC, city: Florham Park, value: 0.347826086956522, most-accounts: rank: 1, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 40628; rank: 2, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 28204; rank: 3, crd: 151736, firm: Pathstone, city: Englewood, value: 27165; rank: 4, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 21420; rank: 5, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 18140; rank: 6, crd: 173995, firm: Pine Valley Investments, city: Marlton, value: 5785; rank: 7, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 5429; rank: 8, crd: 283891, firm: Leo Wealth, LLC, city: Edison, value: 5195; rank: 9, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 5069; rank: 10, crd: 158248, firm: Personal CFO Solutions LLC, city: Chester, value: 4764, most-advisory-staff: rank: 1, crd: 151736, firm: Pathstone, city: Englewood, value: 365; rank: 2, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 216; rank: 3, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 106; rank: 4, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 104; rank: 5, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, value: 77; rank: 6, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 57; rank: 7, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 49; rank: 8, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 37; rank: 9, crd: 173995, firm: Pine Valley Investments, city: Marlton, value: 31; rank: 9, crd: 283891, firm: Leo Wealth, LLC, city: Edison, value: 31, most-hnw-clients: rank: 1, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 3443; rank: 2, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 2934; rank: 3, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 2863; rank: 4, crd: 336824, firm: Laurel Oak Wealth Management, LLC, city: Marlton, value: 2477; rank: 5, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 2248; rank: 6, crd: 151736, firm: Pathstone, city: Englewood, value: 1834; rank: 7, crd: 104567, firm: McRae Capital Management Inc., city: Morristown, value: 736; rank: 8, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 715; rank: 9, crd: 158332, firm: Withum Wealth Management, city: Red Bank, value: 688; rank: 10, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, value: 666, most-cfp-professionals: rank: 1, crd: 155649, firm: Modera Wealth Management, LLC, city: Westwood, value: 94; rank: 2, crd: 151736, firm: Pathstone, city: Englewood, value: 68; rank: 3, crd: 299322, firm: Summit Financial, LLC, city: Parsippany, value: 63; rank: 4, crd: 318366, firm: Onepoint BFG Wealth Partners, city: Parsippany, value: 50; rank: 5, crd: 132330, firm: Simon Quick Advisors, LLC, city: Morristown, value: 26; rank: 6, crd: 112266, firm: Advisors Capital Management, LLC, city: Ridgewood, value: 24; rank: 7, crd: 119193, firm: Sax Wealth Advisors, LLC, city: Parsippany, value: 23; rank: 8, crd: 169005, firm: RMR Wealth Builders, Inc., city: Montclair, value: 16; rank: 9, crd: 286643, firm: Revolve Wealth Partners, LLC, city: Hackensack, value: 10; rank: 10, crd: 125838, firm: Highland Financial Advisors, LLC, city: Wayne, value: 8, newest: rank: 1, crd: 338582, firm: Clear Wave Wealth Management, LLC, city: Red Bank, value: 617000000; rank: 2, crd: 340306, firm: Revel Wealth Management, city: Elmwood Park, value: 258895984; rank: 3, crd: 340613, firm: Integrous Wealth Strategies, city: Hamilton, value: 216170964; rank: 4, crd: 336537, firm: Anchored Financial Planning LLC, city: West Deptford, value: 182862179; rank: 5, crd: 335067, firm: Taurus Financial, city: Jersey City, value: 162463905; rank: 6, crd: 342546, firm: Steffens Financial Corp, city: Byram Township, value: 162007559; rank: 7, crd: 321737, firm: Diversified Planning Strategies Advisors LLC, city: Roseland, value: 154398323; rank: 8, crd: 304935, firm: Family Wealth Partners LLC, city: Medford, value: 130937000; rank: 9, crd: 309783, firm: Rilex Capital LLC, city: Manasquan, value: 124252334; rank: 10, crd: 329576, firm: Ciro Capital LLC, city: Jersey City, value: 117442000
- cities: name: Parsippany, independent_rias: 11, raum: 47377068031, url: https://advisoriq.com/ria/states/new-jersey/parsippany/; name: Summit, independent_rias: 10, raum: 16149021188, url: https://advisoriq.com/ria/states/new-jersey/summit/; name: Ridgewood, independent_rias: 9, raum: 13705729967, url: https://advisoriq.com/ria/states/new-jersey/ridgewood/; name: Morristown, independent_rias: 13, raum: 10695674820, url: https://advisoriq.com/ria/states/new-jersey/morristown/; name: Red Bank, independent_rias: 25, raum: 7647231637, url: https://advisoriq.com/ria/states/new-jersey/red-bank/; name: Princeton, independent_rias: 31, raum: 6719110676, url: https://advisoriq.com/ria/states/new-jersey/princeton/; name: Mount Laurel, independent_rias: 7, raum: 5697480582, url: https://advisoriq.com/ria/states/new-jersey/mount-laurel/; name: Marlton, independent_rias: 11, raum: 5088833203, url: https://advisoriq.com/ria/states/new-jersey/marlton/; name: Fairfield, independent_rias: 10, raum: 4092459374, url: https://advisoriq.com/ria/states/new-jersey/fairfield/; name: Montclair, independent_rias: 9, raum: 3968656431, url: https://advisoriq.com/ria/states/new-jersey/montclair/; name: Chester, independent_rias: 5, raum: 2655639355, url: https://advisoriq.com/ria/states/new-jersey/chester/; name: Jersey City, independent_rias: 15, raum: 1887366229, url: https://advisoriq.com/ria/states/new-jersey/jersey-city/; name: Hackensack, independent_rias: 7, raum: 1790733056, url: https://advisoriq.com/ria/states/new-jersey/hackensack/; name: Montvale, independent_rias: 5, raum: 1593551441, url: https://advisoriq.com/ria/states/new-jersey/montvale/; name: Florham Park, independent_rias: 5, raum: 1548033745, url: https://advisoriq.com/ria/states/new-jersey/florham-park/; name: Ramsey, independent_rias: 5, raum: 1518036654, url: https://advisoriq.com/ria/states/new-jersey/ramsey/; name: Cranford, independent_rias: 10, raum: 1423344598, url: https://advisoriq.com/ria/states/new-jersey/cranford/; name: Flemington, independent_rias: 6, raum: 1250176821, url: https://advisoriq.com/ria/states/new-jersey/flemington/; name: Moorestown, independent_rias: 9, raum: 1099860850, url: https://advisoriq.com/ria/states/new-jersey/moorestown/; name: Toms River, independent_rias: 7, raum: 1056498113, url: https://advisoriq.com/ria/states/new-jersey/toms-river/; name: Woodcliff Lake, independent_rias: 5, raum: 1038864623, url: https://advisoriq.com/ria/states/new-jersey/woodcliff-lake/; name: Cherry Hill, independent_rias: 7, raum: 850181585, url: https://advisoriq.com/ria/states/new-jersey/cherry-hill/; name: Westfield, independent_rias: 12, raum: 828665337, url: https://advisoriq.com/ria/states/new-jersey/westfield/; name: Bedminster, independent_rias: 5, raum: 810153062, url: https://advisoriq.com/ria/states/new-jersey/bedminster/; name: Medford, independent_rias: 5, raum: 808009730, url: https://advisoriq.com/ria/states/new-jersey/medford/; name: Bridgewater, independent_rias: 6, raum: 757658704, url: https://advisoriq.com/ria/states/new-jersey/bridgewater/; name: Wyckoff, independent_rias: 5, raum: 686179077, url: https://advisoriq.com/ria/states/new-jersey/wyckoff/; name: Fair Lawn, independent_rias: 5, raum: 609693678, url: https://advisoriq.com/ria/states/new-jersey/fair-lawn/; name: Short Hills, independent_rias: 10, raum: 608994684, url: https://advisoriq.com/ria/states/new-jersey/short-hills/; name: Warren, independent_rias: 5, raum: 606263331, url: https://advisoriq.com/ria/states/new-jersey/warren/; name: Basking Ridge, independent_rias: 5, raum: 413487792, url: https://advisoriq.com/ria/states/new-jersey/basking-ridge/; name: Manasquan, independent_rias: 8, raum: 397379669, url: https://advisoriq.com/ria/states/new-jersey/manasquan/; name: Lakewood, independent_rias: 7, raum: 388614171, url: https://advisoriq.com/ria/states/new-jersey/lakewood/; name: East Brunswick, independent_rias: 5, raum: 298017968, url: https://advisoriq.com/ria/states/new-jersey/east-brunswick/; name: Englewood Cliffs, independent_rias: 5, raum: 192976377, url: https://advisoriq.com/ria/states/new-jersey/englewood-cliffs/; name: Middletown, independent_rias: 5, raum: 61277369, url: https://advisoriq.com/ria/states/new-jersey/middletown/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in New Jersey](https://advisoriq.com/ria/rankings/largest/new-jersey/)
- [Fastest-growing independent RIAs over one year in New Jersey](https://advisoriq.com/ria/rankings/fastest-growing/new-jersey/)
- [Fastest-growing independent RIAs over three years in New Jersey](https://advisoriq.com/ria/rankings/fastest-growing-3-year/new-jersey/)
- [Fastest-growing independent RIAs over five years in New Jersey](https://advisoriq.com/ria/rankings/fastest-growing-5-year/new-jersey/)
- [IAR CE in New Jersey](https://advisoriq.com/ce/iar/new-jersey/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/new-jersey/

License: https://advisoriq.com/license/