City
Wealth management firms in Short Hills, New Jersey
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Short Hills, New Jersey reported $609.0 million in regulatory assets under management; the largest by assets was Ofc Wealth Management, with $182.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $609.0 million
- Average per firm
- $60.9 million
- SEC-registered, of those listed
- 2 of 10 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ofc Wealth Management | SEC | $182.8 million | 369 |
| 2 | Compass Private Wealth Group LLC | SEC | $113.3 million | 259 |
| 3 | Abe Capital Management, LLC | State | $98.2 million | 143 |
| 4 | Xpotential Inc. | State | $91.1 million | 68 |
| 5 | Dorchester Advisors LLC | State | $82.5 million | 98 |
| 6 | The Knox Group Wealth Management | State | $25.1 million | 87 |
| 7 | Mindful Advisory, LLC | State | $6.5 million | 23 |
| 8 | Oceanus Capital Management | State | $5.5 million | 2 |
| 9 | Oceanus Research LLC | State | $3.0 million | 5 |
| 10 | Gaelin LLC | State | $865,000 | 5 |
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.