City
Independent RIAs in Montvale, New Jersey
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Montvale, New Jersey reported $1.6 billion in regulatory assets under management; the largest by assets was Portfolio Strategies Inc NY, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.6 billion
- Average per firm
- $318.7 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Portfolio Strategies Inc NY | SEC | $1.0 billion | 3,412 |
| 2 | Signature Wealth Management Partners, LLC | SEC | $454.2 million | 942 |
| 3 | G.B. Allen Associates, Inc. | State | $61.0 million | 35 |
| 4 | Megstar Financial Management Inc. | State | $32.3 million | 21 |
| 5 | Angel Oak Financial Services LLC | State | $30.3 million | 117 |
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.