Research Report · 2026-06-30
Largest Registered Investment Advisers in New Jersey
New Jersey SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
391
Total AUM
$6.04T
Median AUM
$456.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | ASHE CAPITAL MANAGEMENT, LP | ENGLEWOOD CLIFFS | 169616 | $1.04B | 5 | 2026-03-31 | → |
| 102 | TOEWS CORPORATION | NORTHFIELD | 106304 | $1.04B | 20 | 2026-03-31 | → |
| 103 | MACD ADVISORS LLC | SUMMIT | 171905 | $1.03B | 1 | 2026-03-31 | → |
| 104 | AC FUNDS, LLC | RIDGEWOOD | 311748 | $1.03B | 2 | 2026-03-31 | → |
| 105 | GLEN EAGLE ADVISORS, LLC | KINGSTON | 282920 | $1.03B | 21 | 2026-04-30 | → |
| 106 | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | WARREN | 156185 | $1.02B | 28 | 2025-06-30 | → |
| 107 | BREAKWATER CAPITAL GROUP | PARAMUS | 321097 | $1.02B | 4 | 2026-03-31 | → |
| 108 | PORTFOLIO STRATEGIES INC NY | MONTVALE | 106942 | $1.02B | 11 | 2026-04-30 | → |
| 109 | QUANTUM CAPITAL MANAGEMENT, LLC | NORTHFIELD | 111083 | $1.00B | 4 | 2026-03-31 | → |
| 110 | OLIVER LUXXE ASSETS LLC | GLADSTONE | 169588 | $981.9M | 9 | 2026-03-31 | → |
| 111 | SPC MANAGEMENT CO., INC. | BEDMINSTER | 157259 | $959.6M | 18 | 2026-03-31 | → |
| 112 | CORNERSTONE PLANNING GROUP INC. | FAIRFIELD | 307189 | $951.8M | 21 | 2026-04-30 | → |
| 113 | SANDALWOOD SECURITIES, INC. | ROSELAND | 27240 | $930.2M | 11 | 2026-03-31 | → |
| 114 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | PRINCETON | 146644 | $921.3M | 22 | 2026-03-31 | → |
| 115 | SYSTEM 2 ADVISORS, L.P. | SUMMIT | 164189 | $912.9M | 6 | 2026-03-31 | → |
| 116 | NEW VERNON ADVISERS LP | MORRISTOWN | 160231 | $902.1M | 14 | 2026-05-31 | → |
| 117 | YORKVILLE ADVISORS GLOBAL, LP | MOUNTAINSIDE | 165390 | $900.0M | 23 | 2026-05-31 | → |
| 118 | KEY CLIENT FIDUCIARY ADVISORS, LLC | FAIRFIELD | 298240 | $896.3M | 10 | 2026-03-31 | → |
| 119 | MAKROD INVESTMENT ASSOCIATES INC | VERONA | 110325 | $894.4M | 4 | 2026-03-31 | → |
| 120 | BCG SECURITIES, INC. | CHERRY HILL | 70 | $894.2M | 55 | 2026-05-31 | → |
| 121 | GSG ADVISORS LLC | MOUNT LAUREL | 131511 | $862.3M | 4 | 2026-03-31 | → |
| 122 | ATLAS PRIVATE WEALTH ADVISORS, LLC | RED BANK | 283744 | $859.8M | 29 | 2026-06-30 | → |
| 123 | THAMES CAPITAL MANAGEMENT, LLC | ROSELAND | 288755 | $830.5M | 6 | 2026-03-31 | → |
| 124 | REDBLACK ADVISERS, INC. | ORADELL | 151692 | $823.6M | 7 | 2026-03-31 | → |
| 125 | FORTIS GROUP ADVISORS LLC | WESTWOOD | 290427 | $822.4M | 29 | 2026-03-31 | → |
| 126 | HOXTON WEALTH USA LLC | JERSEY CITY | 307387 | $803.5M | 74 | 2026-05-31 | → |
| 127 | BARNEGAT FUND MANAGEMENT INC. | HOBOKEN | 158347 | $803.4M | 6 | 2026-02-28 | → |
| 128 | POETIC GROUP LLC | HACKENSACK | 293886 | $802.5M | 9 | 2026-06-30 | → |
| 129 | PARISI GRAY WEALTH MANAGEMENT, LLC | MENDHAM | 286388 | $796.0M | 7 | 2026-02-28 | → |
| 130 | MCRAE CAPITAL MANAGEMENT INC. | MORRISTOWN | 104567 | $795.0M | 8 | 2026-03-31 | → |
| 131 | VESTGEN INVESTMENT MANAGEMENT, LLC | EGG HARBOR TWP. | 118851 | $786.6M | 21 | 2026-04-30 | → |
| 132 | FAROPOINT VENTURES, LLC | HOBOKEN | 321107 | $780.0M | 116 | 2026-06-30 | → |
| 133 | EMBASSY ASSET MANAGEMENT LP | SHORT HILLS | 314768 | $774.0M | 11 | 2026-05-31 | → |
| 134 | SEABRIDGE INVESTMENT ADVISORS LLC | SUMMIT | 108681 | $771.2M | 12 | 2026-06-30 | → |
| 135 | HENNION & WALSH ASSET MANAGEMENT, INC. | PARSIPPANY | 126236 | $768.8M | 75 | 2026-03-31 | → |
| 136 | STERLING FINANCIAL PLANNING INC | SPARTA | 108664 | $760.8M | 8 | 2026-03-31 | → |
| 137 | SCIENCAST MANAGEMENT LP | PRINCETON | 271030 | $760.0M | 4 | 2026-04-30 | → |
| 138 | SHREWSBURY RIVER CAPITAL LP | RED BANK | 289785 | $757.5M | 7 | 2026-03-31 | → |
| 139 | TILSON FINANCIAL GROUP INC | NEW PROVIDENCE | 110890 | $750.6M | 9 | 2026-02-28 | → |
| 140 | SHOREBRIDGE CAPITAL MANAGEMENT, LLC | SUMMIT | 290660 | $735.1M | 5 | 2026-03-31 | → |
| 141 | AXQ CAPITAL, LP | JERSEY CITY | 318863 | $727.1M | 7 | 2026-03-31 | → |
| 142 | HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC | MORRISTOWN | 157865 | $725.7M | 49 | 2026-06-30 | → |
| 143 | CORA CAPITAL ADVISORS LLC | MARLTON | 318134 | $722.9M | 13 | 2026-03-31 | → |
| 144 | WEALTH MANAGEMENT ASSOCIATES, INC. | CHERRY HILL | 117606 | $717.4M | 20 | 2026-03-31 | → |
| 145 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | HOLMDEL | 146097 | $706.0M | 12 | 2026-05-31 | → |
| 146 | BLUESHIFT ASSET MANAGEMENT, LLC | RED BANK | 290637 | $694.4M | 13 | 2026-03-31 | → |
| 147 | COVENANT ASSET MANAGEMENT, LLC | CHESTER | 108567 | $692.6M | 11 | 2026-03-31 | → |
| 148 | UNIO CAPITAL LLC | PRINCETON | 166483 | $691.5M | 8 | 2026-03-31 | → |
| 149 | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | RED BANK | 133088 | $673.8M | 32 | 2026-03-31 | → |
| 150 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC | FLEMINGTON | 127381 | $666.4M | 13 | 2026-03-31 | → |
| 151 | GITTERMAN WEALTH MANAGEMENT, LLC | EDISON | 153062 | $666.1M | 17 | 2025-03-31 | → |
| 152 | THE GENWEALTH GROUP, INC. | MAPLEWOOD | 154569 | $661.3M | 10 | 2026-03-31 | → |
| 153 | EAGLE WEALTH STRATEGIES, LLC | MULLICA HILL | 323814 | $653.8M | 11 | 2026-03-31 | → |
| 154 | 5C CAPITAL MANAGEMENT, LLC | WOODCLIFF LAKE | 284213 | $648.1M | 7 | 2026-03-31 | → |
| 155 | CURASSET CAPITAL MANAGEMENT, LLC | NEWARK | 316522 | $643.2M | 6 | 2026-03-31 | → |
| 156 | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | CHATHAM | 111987 | $642.9M | 6 | 2026-03-31 | → |
| 157 | HUDSON CAPITAL MANAGEMENT LLC | RAMSEY | 131208 | $642.6M | 8 | 2026-03-31 | → |
| 158 | KABR MANAGEMENT, LLC | ENGLEWOOD | 175409 | $642.3M | 11 | 2026-03-31 | → |
| 159 | HIGHLAND FINANCIAL ADVISORS, LLC | WAYNE | 125838 | $640.0M | 12 | 2026-06-30 | → |
| 160 | VENTURE INVESTMENT MANAGEMENT CO., L.L.C. | PEAPACK | 160002 | $636.8M | 8 | 2026-03-31 | → |
| 161 | UGVP MANAGEMENT, LLC | SUMMIT | 170880 | $634.9M | 2 | 2026-03-31 | → |
| 162 | VISION RETIREMENT, LLC | RIDGEWOOD | 173064 | $633.7M | 13 | 2026-06-30 | → |
| 163 | KENNEDY INVESTMENT GROUP, INC. | WEST DEPTFORD | 322605 | $633.2M | 12 | 2026-02-28 | → |
| 164 | BRAVE ASSET MANAGEMENT, INC. | SUMMIT | 108512 | $624.3M | 7 | 2026-03-31 | → |
| 165 | CLEAR WAVE WEALTH MANAGEMENT, LLC | RED BANK | 338582 | $617.0M | 3 | 2026-01-31 | → |
| 166 | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRINCETON | 166539 | $612.8M | 11 | 2026-03-31 | → |
| 167 | AMERRA CAPITAL MANAGEMENT, LLC | ENGLEWOOD | 155860 | $610.4M | 16 | 2026-03-31 | → |
| 168 | JAFFA CAPITAL MANAGEMENT LLC | CLIFTON | 325411 | $597.2M | 14 | 2026-03-31 | → |
| 169 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | CRANFORD | 332536 | $594.9M | 6 | 2026-03-31 | → |
| 170 | MANTEIO SCALABLE TECHNOLOGIES LLC | JERSEY CITY | 333019 | $582.5M | 13 | 2026-03-31 | → |
| 171 | ABLE WEALTH MANAGEMENT LLC | TOMS RIVER | 298085 | $579.5M | 7 | 2026-06-30 | → |
| 172 | REEDMARK ADVISORS, LLC | SOMERVILLE | 173760 | $564.6M | 12 | 2026-03-31 | → |
| 173 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON | 109318 | $562.3M | 8 | 2026-03-31 | → |
| 174 | BULLDOG INVESTORS, LLP | SADDLE BROOK | 151585 | $561.0M | 6 | 2026-03-31 | → |
| 175 | PEGASUS ASSET MANAGEMENT INC | MORRISTOWN | 104766 | $553.6M | 5 | 2026-06-30 | → |
| 176 | TSP CAPITAL MANAGEMENT GROUP, LLC | SUMMIT | 131889 | $553.3M | 5 | 2026-03-31 | → |
| 177 | SHOREHAVEN WEALTH PARTNERS, LLC | RED BANK | 308026 | $541.5M | 6 | 2026-03-31 | → |
| 178 | WBI INVESTMENTS, LLC | RED BANK | 106336 | $539.6M | 13 | 2026-03-31 | → |
| 179 | NCM CAPITAL MANAGEMENT, LLC | RAMSEY | 151109 | $539.4M | 3 | 2026-03-31 | → |
| 180 | ACCESS WEALTH PLANNING, LLC | EAST HANOVER | 112973 | $539.1M | 6 | 2026-03-31 | → |
| 181 | MOUNTAIN HILL INVESTMENT PARTNERS | ATLANTIC HIGHLANDS | 175187 | $539.0M | 4 | 2026-05-31 | → |
| 182 | MEZZASALMA ADVISORS, LLC | TINTON FALLS | 129045 | $534.4M | 8 | 2026-03-31 | → |
| 183 | SOPHRON CAPITAL MANAGEMENT LP | SUMMIT | 331387 | $527.3M | 2 | 2026-03-31 | → |
| 184 | DRI CAPITAL (US), INC. | SHORT HILLS | 311678 | $520.1M | 10 | 2025-06-30 | → |
| 185 | ALLIANCE WEALTH MANAGEMENT GROUP, LLC | FLEMINGTON | 169573 | $517.4M | 13 | 2026-02-28 | → |
| 186 | ACCRETIVE WEALTH PARTNERS, LLC | PARSIPPANY | 299544 | $504.5M | 3 | 2026-06-30 | → |
| 187 | BLACK CORAL FINANCIAL ADVISORS, LLC | MOUNT OLIVE | 154623 | $504.4M | 6 | 2026-02-28 | → |
| 188 | SCIENTECH RESEARCH LLC | JERSEY CITY | 310615 | $498.8M | 25 | 2026-03-31 | → |
| 189 | CHERRYDALE WEALTH MANAGEMENT, LLC | MONTCLAIR | 171541 | $495.5M | 3 | 2026-06-30 | → |
| 190 | KOLINSKY WEALTH MANAGEMENT, LLC | RAMSEY | 153763 | $493.8M | 11 | 2025-03-31 | → |
| 191 | MANTEIO CAPITAL LLC | JERSEY CITY | 311029 | $492.7M | 34 | 2026-03-31 | → |
| 192 | CYPRESS FINANCIAL PLANNING, LLC | HADDON HEIGHTS | 151014 | $490.4M | 7 | 2026-06-30 | → |
| 193 | ASSET ADVISORY GROUP, INC. | KINNELON | 106618 | $479.5M | 5 | 2026-02-28 | → |
| 194 | BERNARD CAROLI WEALTH MANAGEMENT INC. | RUMSON | 174761 | $469.7M | 6 | 2026-02-28 | → |
| 195 | SAIPH CAPITAL, LLC | WYCKOFF | 312119 | $459.4M | 4 | 2026-04-30 | → |
| 196 | WORTH VENTURE PARTNERS, LLC | FORT LEE | 168610 | $456.1M | 11 | 2026-03-31 | → |
| 197 | MULLOOLY ASSET MANAGEMENT, INC. | WALL TOWNSHIP | 121184 | $455.6M | 4 | 2026-02-28 | → |
| 198 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | MONTVALE | 298315 | $454.2M | 8 | 2026-03-31 | → |
| 199 | QUAKER WEALTH MANAGEMENT LLC | MOORESTOWN | 284546 | $449.3M | 7 | 2026-03-31 | → |
| 200 | SAGE RESIDENTIAL MANAGEMENT LLC | MORRISTOWN | 315039 | $444.1M | 12 | 2026-05-31 | → |
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