City
Wealth management firms in Woodcliff Lake, New Jersey
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Woodcliff Lake, New Jersey reported $1.0 billion in regulatory assets under management; the largest by assets was 5C Capital Management, LLC, with $648.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $207.8 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 5C Capital Management, LLC | SEC | $648.1 million | 1,897 |
| 2 | Tandem Capital Management, Inc. | SEC | $279.7 million | 93 |
| 3 | Active Wealth Advisors | SEC | $75.4 million | 23 |
| 4 | Shamrock Financial Services | State | $26.6 million | 221 |
| 5 | Kaspian Wealth Management | State | $9.0 million | 52 |
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.