City
Wealth management firms in Lakewood, New Jersey
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Lakewood, New Jersey reported $388.6 million in regulatory assets under management; the largest by assets was Geneva Financial Group, with $233.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $388.6 million
- Average per firm
- $55.5 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Geneva Financial Group | SEC | $233.7 million | 111 |
| 2 | Mynad LLC | State | $90.7 million | 25 |
| 3 | Choice Asset Management LLC | State | $55.6 million | 59 |
| 4 | Lakewealth Capital, LLC. | State | $7.3 million | 67 |
| 5 | Onyx Wealth Management LLC | State | $1.0 million | 62 |
| 6 | Five Point Investments | State | $315,000 | 1 |
| 7 | NJ Capital Management | 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.