Research Report · 2026-06-30
Institutional Registered Investment Advisers in New Jersey
SEC-registered investment advisers in New Jersey ranked by reported institutional client assets.
Firms
251
Total AUM
$5.53T
Median AUM
$534.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT | 147984 | $300.4M | 6 | 2026-03-31 | → |
| 202 | LANE AND ASSOCIATES LLC | MOORESTOWN | 165321 | $418.5M | 8 | 2025-02-28 | → |
| 203 | SALVUS WEALTH MANAGEMENT, LLC | RED BANK | 171986 | $316.5M | 7 | 2026-06-30 | → |
| 204 | ACTIVE WEALTH ADVISORS LLC | WOODCLIFF LAKE | 336793 | $75.4M | 1 | 2026-03-31 | → |
| 205 | FIRST LIGHT WEALTH ADVISORS, LLC | LITTLE FALLS | 291214 | $116.3M | 4 | 2026-04-30 | → |
| 206 | MONEY MANAGEMENT FINANCIAL SERVICES LLC | MOORESTOWN | 288375 | $289.6M | 4 | 2026-04-30 | → |
| 207 | HALBERSTADT FINANCIAL CONSULTANTS, INC. | PRINCETON | 109462 | $185.0M | 5 | 2026-03-31 | → |
| 208 | FRIEDENTHAL FINANCIAL, LLC | MARLTON | 150457 | $196.4M | 4 | 2026-04-30 | → |
| 209 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | MONTVALE | 298315 | $454.2M | 8 | 2026-03-31 | → |
| 210 | MULLOOLY ASSET MANAGEMENT, INC. | WALL TOWNSHIP | 121184 | $455.6M | 4 | 2026-02-28 | → |
| 211 | DGS CAPITAL MANAGEMENT, LLC | JERSEY CITY | 281938 | $1.05B | 12 | 2026-03-31 | → |
| 212 | CYPRESS FINANCIAL PLANNING, LLC | HADDON HEIGHTS | 151014 | $490.4M | 7 | 2026-06-30 | → |
| 213 | WEALTH QUARTERBACK LLC | TOMS RIVER | 282967 | $391.3M | 11 | 2026-03-31 | → |
| 214 | CIRO CAPITAL LLC | JERSEY CITY | 329576 | $117.4M | 2 | 2026-05-31 | → |
| 215 | ATLAS PRIVATE WEALTH ADVISORS, LLC | RED BANK | 283744 | $859.8M | 29 | 2026-06-30 | → |
| 216 | PARADIGM WEALTH ADVISORY LLC | BRIDGEWATER | 283120 | $201.2M | 14 | 2026-03-31 | → |
| 217 | PUFF WEALTH MANAGEMENT LLC | HADDONFIELD | 298177 | $134.8M | 3 | 2026-02-28 | → |
| 218 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. | PARSIPPANY | 171967 | $237.4M | 5 | 2026-03-31 | → |
| 219 | GENESIS FINANCIAL GROUP, LLC | PARAMUS | 327996 | $171.3M | 2 | 2026-03-31 | → |
| 220 | NORTHSTAR ASSET MANAGEMENT LLC | BERKELEY HEIGHTS | 129112 | $347.9M | 10 | 2026-03-31 | → |
| 221 | HILLCREST WEALTH ADVISORS - NY, LLC | HOLMDEL | 126818 | $390.7M | 2 | 2026-05-31 | → |
| 222 | DAVIDSON WEALTH MANAGEMENT LLC | FORKED RIVER | 153227 | $172.4M | 5 | 2026-06-30 | → |
| 223 | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRINCETON | 166539 | $612.8M | 11 | 2026-03-31 | → |
| 224 | KENNEDY INVESTMENT GROUP, INC. | WEST DEPTFORD | 322605 | $633.2M | 12 | 2026-02-28 | → |
| 225 | TALISMAN WEALTH ADVISORS, LLC | MOUNTAINSIDE | 313283 | $251.3M | 4 | 2026-03-31 | → |
| 226 | KEVIN M. GIBNEY AND COMPANY, LLC | ISELIN | 151879 | $306.9M | 2 | 2026-03-31 | → |
| 227 | REDWOOD FINANCIAL PLANNING, LLC | SCOTCH PLAINS | 291250 | $388.8M | 4 | 2026-04-30 | → |
| 228 | SANDRO WEALTH MANAGEMENT LLC | FAIRFIELD | 332113 | $227.6M | 21 | 2026-05-31 | → |
| 229 | BRETON FINANCIAL, INC. | MEDFORD | 105606 | $134.0M | 4 | 2025-03-31 | → |
| 230 | NEW VERNON ADVISERS LP | MORRISTOWN | 160231 | $902.1M | 14 | 2026-05-31 | → |
| 231 | PROFESSIONAL TRADING SERVICES BROKERAGE, LLC | MT. LAUREL | 119307 | $131.7M | 18 | 2026-06-30 | → |
| 232 | STERN CAPITAL MANAGEMENT, INC. | OLD BRIDGE | 124405 | $297.7M | 3 | 2026-03-31 | → |
| 233 | QUAKER WEALTH MANAGEMENT LLC | MOORESTOWN | 284546 | $449.3M | 7 | 2026-03-31 | → |
| 234 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | 298056 | $199.4M | 2 | 2026-03-31 | → |
| 235 | MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. | OLD TAPPAN | 125584 | $168.7M | 5 | 2026-03-31 | → |
| 236 | NEW CENTURY FINANCIAL GROUP, LLC | PRINCETON | 104553 | $192.9M | 14 | 2025-11-30 | → |
| 237 | CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC | FAIR HAVEN | 107865 | $107.9M | 6 | 2026-03-31 | → |
| 238 | KENSINGTON FINANCIAL ADVISORS LLC | ROSELAND | 136346 | $159.9M | 2 | 2026-01-31 | → |
| 239 | TOEWS CORPORATION | NORTHFIELD | 106304 | $1.04B | 20 | 2026-03-31 | → |
| 240 | BYRON PLACE CAPITAL MANAGEMENT, LLC | METUCHEN | 282078 | $48.4M | 2 | 2026-03-31 | → |
| 241 | TC FINANCIAL MANAGEMENT, CO. INC. | MARGATE CITY | 128967 | $122.7M | 5 | 2026-01-31 | → |
| 242 | ALIGN ADVISOR GROUP, LLC | VINELAND | 336638 | $127.5M | 2 | 2026-03-31 | → |
| 243 | VAUGHAN AND COMPANY SECURITIES, INC. | RIDGEWOOD | 18826 | $218.9M | 6 | 2026-05-31 | → |
| 244 | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | CHATHAM | 111987 | $642.9M | 6 | 2026-03-31 | → |
| 245 | STEMBROOK ASSET MANAGEMENT, LLC | RED BANK | 144116 | $147.5M | 2 | 2026-03-31 | → |
| 246 | TENON FINANCIAL LLC | METUCHEN | 305581 | $316.0M | 3 | 2026-01-31 | → |
| 247 | SACKS & ASSOCIATES, LLC | WARREN | 174909 | $212.8M | 4 | 2026-03-31 | → |
| 248 | WEINGARTEN ASSOCIATES, L.L.C. | LAWRENCEVILLE | 127718 | $200.3M | 2 | 2026-02-28 | → |
| 249 | BREAKWATER CAPITAL GROUP | PARAMUS | 321097 | $1.02B | 4 | 2026-03-31 | → |
| 250 | PIONEER ADVISORY LLC | JERSEY CITY | 337502 | $94,783 | 2 | 2026-03-31 | → |
| 251 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC | FAR HILLS | 337973 | $187.7M | 2 | 2026-02-28 | → |
Related Lists
Sleeve251 firms · 2026-06-30