City
Wealth management firms in Montclair, New Jersey
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Montclair, New Jersey reported $4.0 billion in regulatory assets under management; the largest by assets was RMR Wealth Builders, Inc., with $2.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $4.0 billion
- Average per firm
- $441.0 million
- SEC-registered, of those listed
- 5 of 9 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | RMR Wealth Builders, Inc. | SEC | $2.9 billion | 5,069 |
| 2 | Cherrydale Wealth Management, LLC | SEC | $495.5 million | 314 |
| 3 | Guerra Pan Advisors, LLC | SEC | $210.4 million | 298 |
| 4 | Bautis Financial, LLC | SEC | $197.4 million | 797 |
| 5 | Sfi Advisors, LLC | SEC | $176.0 million | 336 |
| 6 | Grosso Wealth Management LLC | State | $3.8 million | 13 |
| 7 | Dowd Financial Planning | State | $0 | 0 |
| 8 | Horicon Wealth Management | State | $0 | 0 |
| 9 | Pullman Wealth | 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.