City
Wealth management firms in Toms River, New Jersey
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Toms River, New Jersey reported $1.1 billion in regulatory assets under management; the largest by assets was Able Wealth Management LLC, with $579.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $136.5 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Able Wealth Management LLC | SEC | $579.5 million | 2,109 |
| 2 | Wealth Quarterback LLC | SEC | $391.3 million | 2,042 |
| 3 | Island Financial Advisors | State | $80.8 million | 391 |
| 4 | G. Douglas Wealth Management 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. | State | $35.5 million | 257 |
| 5 | Asset Management Services Group, Inc. | State | $4.8 million | 54 |
| 6 | Lease Investment Advisors | State | $0 | 0 |
| 7 | Mark J. Angelo Financial Services | State | $0 | 0 |
| 8 | White Star Financial LLC | State | $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.