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Wealth management firms in Manasquan, New Jersey

As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Manasquan, New Jersey reported $397.4 million in regulatory assets under management; the largest by assets was Personal Financial Solutions, LLC, with $155.6 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
8
Regulatory assets under management
$397.4 million
Average per firm
$49.7 million
SEC-registered, of those listed
2 of 8 (25.0%)

Firms by assets

Wealth management firms in Manasquan, New Jersey, largest first
#FirmRegistrationRAUMAccounts
1 Personal Financial Solutions, LLC SEC $155.6 million 405
2 Rilex Capital LLC SEC $124.3 million 170
3 The Private Client Advisory Group, LLC State $57.9 million 212
4 Wright Asset Management Inc State $49.5 million 40
5 Grand Ridge Capital, LLC State $7.1 million 10
6 Lepore Financial Services LLC State $2.9 million 12
7 Dominion Wealth Advisors, LLC State $0 0
8 Innovative Wealth Partners, LLC 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.