City
Independent RIAs in Middletown, New Jersey
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Middletown, New Jersey reported $61.3 million in regulatory assets under management; the largest by assets was Strategic Wealth Solutions LLC, with $35.9 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $61.3 million
- Average per firm
- $12.3 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Strategic Wealth Solutions LLC | State | $35.9 million | 259 |
| 2 | Grant Asset Management, LLC | State | $10.4 million | 144 |
| 3 | Newport Wealth Management, LLC | State | $9.8 million | 42 |
| 4 | Joseph C. Kelly & Associates, Inc. | State | $5.2 million | 35 |
| 5 | Capital B Advisory Services LLC | State | $0 | 0 |
Independent RIAs 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.