City
Independent RIAs in Ramsey, New Jersey
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Ramsey, New Jersey reported $1.5 billion in regulatory assets under management; the largest by assets was Regency Wealth Management, with $642.6 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $303.6 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Regency Wealth Management | SEC | $642.6 million | 1,257 |
| 2 | NCM Capital Management, LLC | SEC | $539.4 million | 722 |
| 3 | Corrado Advisors, LLC | SEC | $252.8 million | 782 |
| 4 | Sierra Financial Advisors, LLC | State | $75.1 million | 180 |
| 5 | Financial Freedom Management LLC | State | $8.1 million | 75 |
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.