City
Wealth management firms in Jersey City, New Jersey
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Jersey City, New Jersey reported $1.9 billion in regulatory assets under management; the largest by assets was DGS Capital Management, with $1.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $125.8 million
- SEC-registered, of those listed
- 6 of 15 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | DGS Capital Management | SEC | $1.1 billion | 1,141 |
| 2 | Astra Wealth Partners | SEC | $268.4 million | 578 |
| 3 | Ahara Advisors | SEC | $185.4 million | 132 |
| 4 | Taurus Financial | SEC | $162.5 million | 243 |
| 5 | Ciro Capital LLC | SEC | $117.4 million | 268 |
| 6 | Lisch Investment Management LLC | State | $62.7 million | 297 |
| 7 | Ballaster Financial | State | $21.8 million | 131 |
| 8 | Atherean Asset Management LLC | State | $8.9 million | 46 |
| 9 | Aligning Wealth | State | $4.0 million | 39 |
| 10 | Johnson Capital Global Advisory L.L.C. | State | $1.2 million | 8 |
| 11 | Quadram Capital LLC | State | $849,965 | 10 |
| 12 | Pioneer Advisory LLC | SEC | $94,783 | 88 |
| 13 | Easytransfer Corporation | State | $0 | 0 |
| 14 | Sakthi Capital LLC | State | $0 | 0 |
| 15 | Westport Advisory | 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.