City
Wealth management firms in Morristown, New Jersey
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Morristown, New Jersey reported $72.8 billion in regulatory assets under management; the largest by assets was Private Advisor Group, LLC, with $57.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $72.8 billion
- Average per firm
- $4.6 billion
- SEC-registered, of those listed
- 7 of 16 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Private Advisor Group, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $57.7 billion | 170,206 |
| 2 | Simon Quick Advisors, LLC | SEC | $9.0 billion | 3,057 |
| 3 | Beacon Trust Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $4.4 billion | 2,939 |
| 4 | McRae Capital Management Inc. | SEC | $795.0 million | 820 |
| 5 | Pegasus Asset Management Inc | SEC | $553.6 million | 800 |
| 6 | Runnymede Capital Management Inc | State | $94.4 million | 137 |
| 7 | Pegasus Group, LLC | SEC | $91.3 million | 55 |
| 8 | Kiely Capital Management, Inc. | State | $58.1 million | 85 |
| 9 | O'Dowd Asset Management LLC | State | $43.1 million | 142 |
| 10 | Lavish Financial Planning | State | $35.5 million | 322 |
| 11 | Keller Wealth Management LLC | State | $5.5 million | 85 |
| 12 | Enduring Investments LLC | State | $5.1 million | 23 |
| 13 | Flomartin Securities Corporation | State | $4.4 million | 26 |
| 14 | Ihp Wealth Management | State | $2.7 million | 12 |
| 15 | Green Rock Advisors, LLC | State | $0 | 0 |
| 16 | Private Advisor Network, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $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.