City
Wealth management firms in Westfield, New Jersey
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Westfield, New Jersey reported $828.7 million in regulatory assets under management; the largest by assets was Covington & Associates, Inc., with $308.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $828.7 million
- Average per firm
- $69.1 million
- SEC-registered, of those listed
- 2 of 12 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Covington & Associates, Inc. | SEC | $308.2 million | 164 |
| 2 | Tepp Wealth Management | SEC | $195.7 million | 150 |
| 3 | Forza Investment Advisory, LLC | State | $93.5 million | 80 |
| 4 | Redfield, Blonsky & Starinsky, LLC | State | $59.4 million | 182 |
| 5 | Pasco Investment Advisors Inc | State | $50.4 million | 56 |
| 6 | Prosperiant Wealth Management, LLC | State | $50.0 million | 109 |
| 7 | Eagle Grove Advisors LLC | State | $45.8 million | 147 |
| 8 | Mordkovich Capital, LLC | State | $25.7 million | 41 |
| 9 | McGovern Financial Advisors, LLC | State | $0 | 0 |
| 10 | Rivero CPA LLC | State | $0 | 0 |
| 11 | Time Investment Advisers | State | $0 | 0 |
| 12 | Tucker Wealth Advisory | 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.