City
Independent RIAs in Morristown, New Jersey
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Morristown, New Jersey reported $10.7 billion in regulatory assets under management; the largest by assets was Simon Quick Advisors, LLC, with $9.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $10.7 billion
- Average per firm
- $822.7 million
- SEC-registered, of those listed
- 4 of 13 (30.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Simon Quick Advisors, LLC | SEC | $9.0 billion | 3,057 |
| 2 | McRae Capital Management Inc. | SEC | $795.0 million | 820 |
| 3 | Pegasus Asset Management Inc | SEC | $553.6 million | 800 |
| 4 | Runnymede Capital Management Inc | State | $94.4 million | 137 |
| 5 | Pegasus Group, LLC | SEC | $91.3 million | 55 |
| 6 | Kiely Capital Management, Inc. | State | $58.1 million | 85 |
| 7 | O'Dowd Asset Management LLC | State | $43.1 million | 142 |
| 8 | Lavish Financial Planning | State | $35.5 million | 322 |
| 9 | Keller Wealth Management LLC | State | $5.5 million | 85 |
| 10 | Enduring Investments LLC | State | $5.1 million | 23 |
| 11 | Flomartin Securities Corporation | State | $4.4 million | 26 |
| 12 | Ihp Wealth Management | State | $2.7 million | 12 |
| 13 | Green Rock Advisors, 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.