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Data / Investment advisers / $1 billion to $10 billion in AUM / New Jersey

Investment advisers in New Jersey with $1 billion to $10 billion in AUM: 76 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

76 SEC registered investment advisers in New Jersey report between $1 billion and $10 billion in regulatory assets under management, $223 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Glacier Peak Capital Management, LLC with $9.9 billion.

The request: Every investment adviser in New Jersey with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in New JerseyWatch new advisers in New Jersey

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 76Advisers
  • 76SEC registered
  • $223 billionTotal AUM
  • 76Advisers over $100 million
  • 34Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Glacier Peak Capital Management, LLCChatham$9.86 billion55Not listed(908) 304-9200adviserinfo.sec.gov
Simon Quick Advisors, LLCMorristown$9.01 billion3,057975(973) 525-1000adviserinfo.sec.gov
Skyview Investment Advisors, LLCShrewsbury$8.32 billion27218(732) 936-2880linkedinadviserinfo.sec.gov
Chatham Asset Management, LLCChatham$8.27 billion183717(973) 701-2424chathamasset.comadviserinfo.sec.gov
Pgim Custom Harvest LLCNewark$6.90 billion8,70268Not listed(800) 210-0118pgim.comadviserinfo.sec.gov
Pgim DC SolutionsNewark$6.90 billion4066Not listed(877) 275-9786pgim.comadviserinfo.sec.gov
Prysm Capital, L.P.Princeton$6.86 billion211421(609) 651-5125prysmcapital.comadviserinfo.sec.gov
NPPG Plan Professionals, LLCShrewsbury$6.27 billion642Not listed(732) 758-1577nppg.comadviserinfo.sec.gov
Reaves Asset ManagementJersey City$5.94 billion28321Not listed(201) 332-4596reavesassetmanagement.comadviserinfo.sec.gov
Zais GroupHolmdel$5.26 billion404626(732) 530-3610zaisgroup.comadviserinfo.sec.gov
Edgestream Partners, L.P.Princeton$4.89 billion3404(609) 681-2200edgestreamlp.comadviserinfo.sec.gov
Star Asia ManagementMount Laurel$4.81 billion84Not listed(856) 281-1801adviserinfo.sec.gov
BC Advisors, LLCMt. Laurel$4.73 billion1027Not listed(856) 793-5000theberingergroup.comadviserinfo.sec.gov
Forza Investment Group, LPSummit$4.64 billion14178(973) 315-5394forza-ig.comadviserinfo.sec.gov
1932 Investment ManagementNewark$4.60 billion76Not listed(800) 355-2583adviserinfo.sec.gov
Beacon TrustMorristown$4.44 billion2,93951Not listed(973) 377-8090adviserinfo.sec.gov
Simplicity WealthSummit$4.27 billion14,045424Not listed(844) 220-8326taylorwealthandinsurance.comadviserinfo.sec.gov
Systematic Financial Management LPTeaneck$4.21 billion17722Not listed(201) 928-1982sfmlp.comadviserinfo.sec.gov
Harbourview Equity Partners, LLCNewark$3.88 billion7455(973) 329-0285harbourviewequity.comadviserinfo.sec.gov
Palisade Capital Management, LPFort Lee$3.86 billion2,253423(201) 585-7733palisadecapital.comadviserinfo.sec.gov
Watermark Group, Inc.Princeton$3.82 billion6222(609) 683-8200watermarkgroup.comadviserinfo.sec.gov
Sax Wealth Advisors, LLCParsippany$3.60 billion5,429391(973) 859-2199saxwa.comadviserinfo.sec.gov
Systematic Alpha Investments, LLCPrinceton$3.49 billion221Not listed(609) 751-7550adviserinfo.sec.gov
Leo Wealth, LLCEdison$3.21 billion5,19540Not listed(732) 903-2600adviserinfo.sec.gov
Solus Alternative Asset Management LPSummit$3.19 billion302511(212) 284-4300adviserinfo.sec.gov
Conversant Capital LLCSummit$3.12 billion241921(908) 466-5010conversantcap.comadviserinfo.sec.gov
Landscape Capital Management LLCEnglewood$3.03 billion7106(201) 266-7984landscapecapital.comadviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.Jersey City$2.95 billion70161(201) 659-3700hudsonedgeip.comadviserinfo.sec.gov
Transcend Capital Advisors, LLCMadison$2.91 billion4,1453912(973) 370-3203adviserinfo.sec.gov
RMR Wealth Builders, Inc.Montclair$2.89 billion5,06964Not listed(201) 836-2460adviserinfo.sec.gov
Abner Herrman & Brock, LLCJersey City$2.74 billion2,40313Not listed(201) 484-2000ahbi.comadviserinfo.sec.gov
CFS Investment Advisory Services LLCTotowa$2.73 billion3,43713Not listed(973) 826-8800adviserinfo.sec.gov
Valley Wealth Managers, Inc.Paramus$2.69 billion2,06354Not listed(888) 794-7940valley.comadviserinfo.sec.gov
Pine Valley InvestmentsMarlton$2.67 billion5,785372(856) 334-8260adviserinfo.sec.gov
Withum Wealth ManagementRed Bank$2.34 billion1,95613Not listed(732) 450-0147withumwealth.comadviserinfo.sec.gov
RSW InvestmentsSummit$2.30 billion1,63210Not listed(908) 273-4311adviserinfo.sec.gov
TLG Advisors, Inc.Summit$2.30 billion6,727290Not listed(888) 371-0013adviserinfo.sec.gov
Traphagen Financial GroupOradell$2.28 billion2,03818Not listed(201) 262-1040adviserinfo.sec.gov
Passaic Partners LLCNewark$2.24 billion1892(201) 603-7200adviserinfo.sec.gov
Condor Capital Wealth ManagementMartinsville$2.18 billion4,03931Not listed(732) 356-7323condorcapital.comadviserinfo.sec.gov
Roundview Capital, LLCPrinceton$2.13 billion1,91113Not listed(609) 688-9500roundviewcapital.comadviserinfo.sec.gov
Washington Crossing Advisors LLCMorristown$2.03 billion3,25710Not listed(973) 549-4052washingtoncrossingadvisors.comadviserinfo.sec.gov
Blackhill Capital, IncMorristown$2.00 billion834Not listed(973) 984-7014blackhillcapital.comadviserinfo.sec.gov
Blueprint Capital Advisors LLCShort Hills$1.79 billion985(212) 786-2084blueprintllc.comadviserinfo.sec.gov
Princeton Equity GroupPrinceton$1.72 billion8258(609) 454-5700princetonequity.comadviserinfo.sec.gov
Seelaus Asset Management, LLCChatham$1.70 billion502294(212) 935-0755rseelaus.comadviserinfo.sec.gov
Cra Financial Services, L.L.C.Northfield$1.69 billion4,03014Not listed(609) 380-3500adviserinfo.sec.gov
Strategic Family Wealth Counselors, L.L.C.Fairfield$1.66 billion3,60014Not listed(973) 575-3444adviserinfo.sec.gov
Personal Cfo Solutions LLCChester$1.65 billion4,76418Not listed(908) 955-7055pcfos.comadviserinfo.sec.gov
Columbus Hill Capital Management, L.P.Short Hills$1.61 billion6184(973) 921-3420columbushill.comadviserinfo.sec.gov
PrmimMount Laurel$1.54 billion191(215) 360-3800prmortgageinvestment.comadviserinfo.sec.gov
Revolve Wealth Partners, LLCHackensack$1.42 billion2,45019Not listed(201) 373-2163adviserinfo.sec.gov
Laurel Oak Wealth Management, LLCMarlton$1.40 billion4,66222Not listed(856) 519-0200adviserinfo.sec.gov
Fidelis Investors, LLCCranford$1.38 billion7176(908) 402-8132fidelis-investors.comadviserinfo.sec.gov
Lord Abbett Private Credit Advisor LLCJersey City$1.28 billion38211(201) 827-2000lordabbett.comadviserinfo.sec.gov
Newport Capital Group, LLCRed Bank$1.28 billion414181(732) 741-8400adviserinfo.sec.gov
Miller Tabak Asset ManagementMatawan$1.24 billion9369Not listed(212) 850-8103millertabakam.comadviserinfo.sec.gov
Alternative Capital Fund Management LLCEnglewood Cliffs$1.24 billion3133(212) 204-3516altcapinvestments.comadviserinfo.sec.gov
Twin Oaks PartnersChatham$1.23 billion232(973) 635-3854adviserinfo.sec.gov
Premier Path Wealth Partners, LLCMadison$1.22 billion1,96581(973) 671-6530adviserinfo.sec.gov
Wiss Private Client Advisors, LLCFlorham Park$1.22 billion75312Not listed(973) 577-2872wiss.comadviserinfo.sec.gov
Hudson Cove Capital Management LLCJersey City$1.21 billion5123(201) 685-7555hudsoncovecapital.comadviserinfo.sec.gov
Signet Financial Management, LLCParsippany$1.18 billion1,93217Not listed(973) 543-6660adviserinfo.sec.gov
Lighthouse Financial Advisors, Inc.Red Bank$1.11 billion2,4759Not listed(732) 747-6680lfadvisors.comadviserinfo.sec.gov
Npa Asset Management, LLCFair Lawn$1.06 billion2,74668Not listed(201) 476-0029nationwideplanning.comadviserinfo.sec.gov
Revolvercap Management, L.P.Teaneck$1.05 billion343(646) 688-0496revolvercappartners.comadviserinfo.sec.gov
DGS Capital ManagementJersey City$1.05 billion1,14112Not listed(646) 992-4370dgs.capitaladviserinfo.sec.gov
Ashe Capital Management, LPEnglewood Cliffs$1.04 billion151(201) 464-0962adviserinfo.sec.gov
Toews Asset ManagementNorthfield$1.04 billion12920Not listed(877) 863-9726adviserinfo.sec.gov
Ridgeleigh CapitalSummit$1.03 billion611(908) 373-2520adviserinfo.sec.gov
Ac Funds, LLCRidgewood$1.03 billion62Not listed(201) 426-0081advisorscapfunds.comadviserinfo.sec.gov
Glen Eagle Advisors, LLCKingston$1.03 billion3,40121Not listed(609) 631-8231adviserinfo.sec.gov
Breakwater Capital GroupParamus$1.02 billion1,3364Not listed(551) 342-3733breakwatercapitalgroup.comadviserinfo.sec.gov
Portfolio Strategies Inc NyMontvale$1.02 billion3,41211Not listed(201) 571-4100adviserinfo.sec.gov
Quantum Capital Management, LLCNorthfield$1.00 billion2094Not listed(609) 677-4949quantumadv.comadviserinfo.sec.gov
Oliver Luxxe Assets LLCGladstone$1.00 billion1,70493(908) 741-4884oliverluxxe.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.