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 | |
|---|---|---|---|---|---|---|---|
| 301 | CADIA PRIVATE CLIENT LLC | PARSIPPANY | 337400 | $192.5M | 3 | 2026-02-28 | → |
| 302 | EXCEL CAPITAL MANAGEMENT CORP | WARREN | 109229 | $192.5M | 2 | 2026-03-31 | → |
| 303 | LORD ABBETT FIF ADVISOR LLC | JERSEY CITY | 332700 | $190.4M | 821 | 2025-12-31 | → |
| 304 | OM ADVISERS LP | SUMMIT | 309024 | $189.5M | 1 | 2026-03-31 | → |
| 305 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC | FAR HILLS | 337973 | $187.7M | 2 | 2026-02-28 | → |
| 306 | S.F. EHRLICH ASSOCIATES, INC. | CRANFORD | 121356 | $185.8M | 2 | 2026-02-28 | → |
| 307 | AHARA ADVISORS LLC | JERSEY CITY | 312385 | $185.4M | 3 | 2026-03-31 | → |
| 308 | EMISSARY WEALTH LLC | HACKENSACK | 308002 | $185.1M | 6 | 2026-03-31 | → |
| 309 | HALBERSTADT FINANCIAL CONSULTANTS, INC. | PRINCETON | 109462 | $185.0M | 5 | 2026-03-31 | → |
| 310 | PCB CAPITAL LLC | EAST BRUNSWICK | 309784 | $184.8M | 5 | 2026-05-31 | → |
| 311 | ANCHORED FINANCIAL PLANNING LLC | WEST DEPTFORD | 336537 | $182.9M | 5 | 2026-02-28 | → |
| 312 | ROXBURY FINANCIAL LLC | MOUNT ARLINGTON | 330547 | $180.5M | 3 | 2026-02-28 | → |
| 313 | WOLOSHIN INVESTMENT MANAGEMENT, LLC | MEDFORD | 132346 | $180.4M | 3 | 2026-03-31 | → |
| 314 | SFI ADVISORS, LLC | MONTCLAIR | 287929 | $176.0M | 12 | 2026-03-31 | → |
| 315 | PHILADELPHIA INVESTMENT PARTNERS, LLC | VOORHEES | 122733 | $176.0M | 2 | 2026-03-31 | → |
| 316 | PRESTIGE WEALTH SERVICES GROUP, INC. | FLEMINGTON | 166641 | $175.2M | 4 | 2026-03-31 | → |
| 317 | ZYNERGY RETIREMENT PLANNING | RED BANK | 143861 | $173.0M | 6 | 2026-06-30 | → |
| 318 | DAVIDSON WEALTH MANAGEMENT LLC | FORKED RIVER | 153227 | $172.4M | 5 | 2026-06-30 | → |
| 319 | GENESIS FINANCIAL GROUP, LLC | PARAMUS | 327996 | $171.3M | 2 | 2026-03-31 | → |
| 320 | LEATHERBACK INVESTMENTS LLC | LAKEWOOD | 299608 | $169.6M | 3 | 2026-03-31 | → |
| 321 | MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. | OLD TAPPAN | 125584 | $168.7M | 5 | 2026-03-31 | → |
| 322 | STOLZER ROTHSCHILD LEVY LLC | BASKING RIDGE | 169817 | $166.0M | 2 | 2026-03-31 | → |
| 323 | RDM CAPITAL ASSOCIATES INC | RED BANK | 106941 | $164.5M | 4 | 2026-03-31 | → |
| 324 | TAURUS FINANCIAL LLC | JERSEY CITY | 335067 | $162.5M | 3 | 2026-05-31 | → |
| 325 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC | FLORHAM PARK | 155392 | $161.7M | 14 | 2026-03-31 | → |
| 326 | EGIS CAPITAL PARTNERS LP | SUMMIT | 306123 | $160.8M | 4 | 2026-06-30 | → |
| 327 | KENSINGTON FINANCIAL ADVISORS LLC | ROSELAND | 136346 | $159.9M | 2 | 2026-01-31 | → |
| 328 | NITOR CAPITAL MANAGEMENT, LLC | ENGLEWOOD CLIFFS | 173067 | $158.6M | 1 | 2026-06-30 | → |
| 329 | PERSONAL FINANCIAL SOLUTIONS, LLC | MANASQUAN | 129095 | $155.6M | 2 | 2026-04-30 | → |
| 330 | DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC | ROSELAND | 321737 | $154.4M | 6 | 2026-05-31 | → |
| 331 | LEXINGTON CAPITAL MANAGEMENT LP | LAKEWOOD | 292364 | $153.4M | 9 | 2026-05-31 | → |
| 332 | EAST COAST WEALTH MANAGEMENT, INC. | FLORHAM PARK | 136155 | $153.0M | 2 | 2026-02-28 | → |
| 333 | SHAPIRO FINANCIAL SECURITY GROUP, INC. | HAZLET | 120801 | $152.6M | 5 | 2026-03-31 | → |
| 334 | LEO FUND SERVICES, LLC | EDISON | 163259 | $151.3M | 6 | 2026-03-31 | → |
| 335 | VETERI PLACE CORPORATION | PARSIPPANY | 160664 | $150.7M | 2 | 2026-03-31 | → |
| 336 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT | WYCKOFF | 124288 | $150.1M | 2 | 2026-02-28 | → |
| 337 | STEMBROOK ASSET MANAGEMENT, LLC | RED BANK | 144116 | $147.5M | 2 | 2026-03-31 | → |
| 338 | MFG INVESTMENTS, LLC | MEDFORD | 125122 | $146.5M | 5 | 2026-04-30 | → |
| 339 | GCI FINANCIAL GROUP, INC. | MENDHAM | 124193 | $145.1M | 3 | 2026-06-30 | → |
| 340 | ASSET MANAGEMENT CONSULTING SERVICES, INC. | LIVINGSTON | 128793 | $144.2M | 2 | 2026-03-31 | → |
| 341 | PCG ASSET MANAGEMENT, LLC | GLADSTONE | 148208 | $143.1M | 5 | 2026-03-31 | → |
| 342 | MILLINGTON SECURITIES, LLC | RED BANK | 147298 | $140.5M | 6 | 2026-03-31 | → |
| 343 | OMEGA CAPITAL MANAGEMENT,LLC | FLANDERS | 129167 | $139.7M | 2 | 2026-03-31 | → |
| 344 | SUSTAINVEST ASSET MANAGEMENT, LLC | LINWOOD | 166685 | $137.4M | 1 | 2026-03-31 | → |
| 345 | TSG ALPHA PARTNERS, LLC | OLD BRIDGE | 319493 | $134.9M | 10 | 2026-06-30 | → |
| 346 | PUFF WEALTH MANAGEMENT LLC | HADDONFIELD | 298177 | $134.8M | 3 | 2026-02-28 | → |
| 347 | BRETON FINANCIAL, INC. | MEDFORD | 105606 | $134.0M | 4 | 2025-03-31 | → |
| 348 | HUDSON OAK WEALTH ADVISORY LLC | HOBOKEN | 300218 | $133.9M | 1 | 2026-03-31 | → |
| 349 | LUMIDA WEALTH MANAGEMENT LLC | WAYNE | 323410 | $132.8M | 10 | 2026-03-31 | → |
| 350 | GEREMIA FINANCIAL SERVICES, LLC | EDISON | 156504 | $132.2M | 2 | 2026-03-31 | → |
| 351 | PROFESSIONAL TRADING SERVICES BROKERAGE, LLC | MT. LAUREL | 119307 | $131.7M | 18 | 2026-06-30 | → |
| 352 | TEPLITZ FINANCIAL GROUP LLC | OLD BRIDGE | 122038 | $131.7M | 2 | 2026-04-30 | → |
| 353 | STAWNYCHY FINANCIAL SERVICES, INC. | KINNELON | 128859 | $131.2M | 4 | 2026-03-31 | → |
| 354 | FAMILY WEALTH PARTNERS LLC | MEDFORD | 304935 | $130.9M | 2 | 2026-05-31 | → |
| 355 | ALIGN ADVISOR GROUP, LLC | VINELAND | 336638 | $127.5M | 2 | 2026-03-31 | → |
| 356 | RILEX CAPITAL LLC | MANASQUAN | 309783 | $124.3M | 1 | 2026-05-31 | → |
| 357 | TC FINANCIAL MANAGEMENT, CO. INC. | MARGATE CITY | 128967 | $122.7M | 5 | 2026-01-31 | → |
| 358 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | BEDMINSTER | 279034 | $121.3M | 3 | 2026-06-30 | → |
| 359 | WOMEN'S WEALTH ADVISOR | CHESTER | 317291 | $120.8M | 12 | 2026-04-30 | → |
| 360 | ALTMAN INVESTMENT MANAGEMENT LLC | PRINCETON | 113832 | $119.9M | 5 | 2026-03-31 | → |
| 361 | AEM ASSET MANAGEMENT, LLC | SOMERSET | 310360 | $117.9M | 2 | 2026-03-31 | → |
| 362 | CIRO CAPITAL LLC | JERSEY CITY | 329576 | $117.4M | 2 | 2026-05-31 | → |
| 363 | FIRST LIGHT WEALTH ADVISORS, LLC | LITTLE FALLS | 291214 | $116.3M | 4 | 2026-04-30 | → |
| 364 | PALANTE WEALTH ADVISORS, LLC | PENNINGTON | 175298 | $115.5M | 5 | 2026-06-30 | → |
| 365 | COMPASS PRIVATE WEALTH GROUP LLC | SHORT HILLS | 316785 | $113.3M | 3 | 2026-06-30 | → |
| 366 | MK3 WEALTH LLC | CHERRY HILL | 305760 | $113.1M | 3 | 2026-06-30 | → |
| 367 | GARDEN STATE RETIREMENT SPECIALISTS, LLC | RED BANK | 128414 | $109.3M | 3 | 2026-02-28 | → |
| 368 | SOLARIA MANAGEMENT LP | CHATHAM | 325252 | $108.5M | 2 | 2025-02-28 | → |
| 369 | CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC | FAIR HAVEN | 107865 | $107.9M | 6 | 2026-03-31 | → |
| 370 | BERGAMOT ASSET MANAGEMENT LP | PRINCETON | 309424 | $106.5M | 8 | 2026-05-31 | → |
| 371 | MD WEALTH ADVISORS INC | CRANFORD | 304595 | $105.2M | 1 | 2026-04-30 | → |
| 372 | MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY | PRINCETON | 297882 | $104.4M | 9 | 2026-06-30 | → |
| 373 | VICTORY ASSET MANAGEMENT CO., INC. | MULLICA HILL | 107203 | $102.5M | 5 | 2026-03-31 | → |
| 374 | VALHUM ASSET MANAGEMENT, LLC | UPPER SADDLE RIVER | 323895 | $100.0M | 1 | 2026-02-28 | → |
| 375 | PEGASUS GROUP, LLC | MORRISTOWN | 113499 | $91.3M | 2 | 2026-06-30 | → |
| 376 | CRAWFORD LAKE CAPITAL MANAGEMENT, LLC | LAKEWOOD | 175132 | $80.0M | 4 | 2024-12-31 | → |
| 377 | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | TOTOWA | 119890 | $77.5M | 11 | 2026-06-30 | → |
| 378 | ACTIVE WEALTH ADVISORS LLC | WOODCLIFF LAKE | 336793 | $75.4M | 1 | 2026-03-31 | → |
| 379 | GROESBECK INVESTMENT MANAGEMENT CORP | PARAMUS | 106679 | $54.7M | 1 | 2026-03-31 | → |
| 380 | ALOOOLA, LLC | KINGSTON | 325090 | $51.2M | 4 | 2026-03-31 | → |
| 381 | BYRON PLACE CAPITAL MANAGEMENT, LLC | METUCHEN | 282078 | $48.4M | 2 | 2026-03-31 | → |
| 382 | YORKVILLE AMERICA EQUITIES, LLC | MOUNTAINSIDE | 336431 | $42.6M | 3 | 2026-03-31 | → |
| 383 | GOOSE HOLLOW CAPITAL MANAGEMENT LLC | TENAFLY | 312912 | $41.0M | 4 | 2026-02-28 | → |
| 384 | GRAND SLAM ASSET MANAGEMENT, LLC | ENGLEWOOD CLIFFS | 161122 | $35.0M | 2 | 2026-03-31 | → |
| 385 | INTELLIGRATION LLC | SUMMIT | 290169 | $30.6M | 9 | 2024-12-31 | → |
| 386 | SNC WEALTH MANAGEMENT LLC | PLAINSBORO | 317066 | $21.0M | 2 | 2025-03-31 | → |
| 387 | THE GMS GROUP, LLC | EAST HANOVER | 8000 | $19.8M | 15 | 2026-03-31 | → |
| 388 | RYAN HERITAGE, LLP | SADDLE BROOK | 317097 | $18.8M | 7 | 2026-03-31 | → |
| 389 | BLUEVINE ADVISORY LLC | JERSEY CITY | 326599 | $8.9M | 2 | 2026-06-30 | → |
| 390 | ACORN ASSET MANAGEMENT LLC | PRINCETON | 340572 | $6.6M | 1 | 2026-06-30 | → |
| 391 | PIONEER ADVISORY LLC | JERSEY CITY | 337502 | $94,783 | 2 | 2026-03-31 | → |
Related Lists
Sleeve391 firms · 2026-06-30