Data / Investment advisers / $100 million to $500 million in AUM / New Jersey
Investment advisers in New Jersey with $100 million to $500 million in AUM: 180 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
180 SEC registered investment advisers in New Jersey report between $100 million and $500 million in regulatory assets under management, $44.6 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Scientech Research LLC with $499 million.
The request: Every investment adviser in New Jersey with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.
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.
- 180Advisers
- 180SEC registered
- $44.6 billionTotal AUM
- 180Advisers over $100 million
- 41Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Scientech Research LLC | Jersey City | $498.8 million | 4 | 25 | 1 | (201) 292-3789 | adviserinfo.sec.gov | |
| Cherrydale Wealth Management, LLC | Montclair | $495.5 million | 314 | 3 | Not listed | (917) 838-7507 | cherrydalewm.com | adviserinfo.sec.gov |
| Manteio Capital LLC | Jersey City | $492.7 million | 8 | 34 | 3 | (917) 736-9209 | adviserinfo.sec.gov | |
| Cypress Financial Planning | Haddon Heights | $490.4 million | 1,582 | 7 | Not listed | (856) 720-0027 | cypressplanning.com | adviserinfo.sec.gov |
| Asset Advisory Group, Inc. | Kinnelon | $479.5 million | 633 | 5 | Not listed | (973) 492-0808 | assetadvisorygroup.com | adviserinfo.sec.gov |
| BCS Private Wealth Management | Rumson | $469.7 million | 580 | 6 | 2 | (732) 291-7272 | bc-wm.com | adviserinfo.sec.gov |
| Saiph Capital, LLC | Wyckoff | $459.4 million | 697 | 4 | Not listed | (201) 215-0199 | adviserinfo.sec.gov | |
| Worth Venture Partners, LLC | Fort Lee | $456.1 million | 26 | 11 | 10 | (212) 558-9017 | worthventure.com | adviserinfo.sec.gov |
| Mullooly Asset Management, Inc. | Wall Township | $455.6 million | 1,327 | 4 | Not listed | (732) 223-9000 | mullooly.net | adviserinfo.sec.gov |
| Signature Wealth Management Partners, LLC | Montvale | $454.2 million | 942 | 8 | Not listed | (201) 505-1100 | adviserinfo.sec.gov | |
| Quaker Wealth Management LLC | Moorestown | $449.3 million | 1,295 | 7 | Not listed | (856) 222-0110 | adviserinfo.sec.gov | |
| Sage Residential Management LLC | Morristown | $444.1 million | 3 | 12 | 3 | (646) 693-6673 | sageresi.com | adviserinfo.sec.gov |
| Credit Capital Investments | Livingston | $444 million | 23 | 7 | 3 | (973) 315-3000 | adviserinfo.sec.gov | |
| Selkirk Management, LLC | Chatham | $443 million | 1 | 4 | 1 | (973) 635-7069 | selkirkpartners.com | adviserinfo.sec.gov |
| Ta Capital Management, LLC | Sewell | $438.9 million | 322 | 4 | Not listed | (646) 290-5660 | tacapitalmanagement.com | adviserinfo.sec.gov |
| Precision Financial Services | Mine Hill | $435.6 million | 1,374 | 16 | Not listed | (973) 927-6300 | precisionfinancialservices.com | adviserinfo.sec.gov |
| Princeton Capital Management LLC | Red Bank | $435.5 million | 390 | 10 | 2 | (201) 332-9800 | princap.com | adviserinfo.sec.gov |
| Omni 360 Wealth, Inc. | Plainsboro | $425.7 million | 918 | 8 | Not listed | (609) 452-0889 | omni360advisors.com | adviserinfo.sec.gov |
| Paradigm Investment Advisory, LLC | Bridgewater | $425.1 million | 645 | 9 | Not listed | (908) 450-7402 | paradigm-partners.com | adviserinfo.sec.gov |
| Sindia Capital Advisers, LLC | Somers Point | $423.4 million | 33 | 1 | Not listed | (484) 908-9118 | adviserinfo.sec.gov | |
| Giverny Capital Advisors | Princeton | $420.9 million | 293 | 2 | Not listed | (609) 759-1250 | adviserinfo.sec.gov | |
| Ridgewood Investments | Springfield | $419.2 million | 576 | 7 | 7 | (973) 544-6970 | ridgewoodinvestments.com | adviserinfo.sec.gov |
| Onex Credit Advisor, LLC | Englewood Cliffs | $417.8 million | 1 | 70 | Not listed | (201) 541-2121 | onex.com | adviserinfo.sec.gov |
| Landseer Advisors LLC | Princeton | $415.2 million | 3 | 5 | Not listed | (212) 457-0902 | landseerinv.com | adviserinfo.sec.gov |
| Goodhaven Capital Management | Millburn | $405.3 million | 78 | 5 | 1 | (305) 677-7650 | goodhavenllc.com | adviserinfo.sec.gov |
| Cre Venture Capital, Inc. | Mahwah | $404.6 million | 31 | 7 | 31 | (917) 583-4687 | adviserinfo.sec.gov | |
| HFM Investment Advisors, LLC | Glassboro | $404.1 million | 1,286 | 5 | Not listed | (856) 232-2270 | adviserinfo.sec.gov | |
| Carnegie Lake Advisors LLC | Princeton | $403 million | 463 | 7 | Not listed | (609) 955-3667 | carnegielakeadvisorsllc.com | adviserinfo.sec.gov |
| Diadema Partners LP | Morristown | $397.9 million | 7 | 6 | 3 | (646) 979-8432 | diademapartnerslp.com | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | $397.3 million | 5 | 4 | 1 | (609) 580-1457 | bayardasset.com | adviserinfo.sec.gov |
| Wealth Quarterback LLC | Toms River | $391.3 million | 2,042 | 11 | Not listed | (732) 965-8190 | adviserinfo.sec.gov | |
| Hillcrest Wealth Advisors, Ny, LLC | Holmdel | $390.7 million | 235 | 2 | Not listed | (732) 837-4455 | hcwadvisors.com | adviserinfo.sec.gov |
| Green Ridge Wealth Planning LLC | Montville | $389.6 million | 907 | 11 | Not listed | (973) 554-1770 | adviserinfo.sec.gov | |
| Redwood Financial Planning, LLC | Scotch Plains | $388.8 million | 1,454 | 4 | Not listed | (908) 663-2125 | adviserinfo.sec.gov | |
| Northstar Advisory Group, LLC | Northfield | $377 million | 866 | 9 | Not listed | (833) 226-0400 | thenorthstaradvisorygroup.com | adviserinfo.sec.gov |
| Aurora Private Wealth, Inc. | Totowa | $374 million | 1,508 | 21 | Not listed | (973) 394-0404 | adviserinfo.sec.gov | |
| Baron Financial Group LLC | Fair Lawn | $369.1 million | 905 | 9 | Not listed | (201) 791-6408 | adviserinfo.sec.gov | |
| Aca/Prudent Investors Planning Corporation | Green Brook | $351.4 million | 1,509 | 2 | Not listed | (732) 926-1100 | adviserinfo.sec.gov | |
| Oakbourne Advisors | Berkeley Heights | $347.9 million | 1,072 | 10 | Not listed | (908) 850-9991 | oakbourneadvisors.com | adviserinfo.sec.gov |
| Smallwood Wealth Management | Red Bank | $339 million | 1,119 | 12 | Not listed | (732) 542-1565 | adviserinfo.sec.gov | |
| Seix Clo Management LLC | Park Ridge | $335.6 million | 2 | 12 | 2 | (201) 391-0300 | adviserinfo.sec.gov | |
| Tomoro | Colts Neck | $335.6 million | 1,683 | 17 | Not listed | (732) 528-2231 | tomoronow.com | adviserinfo.sec.gov |
| Investment Partners Asset Management | Metuchen | $333.4 million | 605 | 6 | Not listed | (732) 205-0391 | investmentpartners.com | adviserinfo.sec.gov |
| Shore Point Advisors, LLC | Brielle | $327.7 million | 1,612 | 5 | Not listed | (732) 876-3777 | adviserinfo.sec.gov | |
| Eks Associates | Princeton | $324.3 million | 267 | 3 | Not listed | (609) 921-1016 | yelp.com | adviserinfo.sec.gov |
| Redwood Wealth Management Group, LLC | Medford | $317.2 million | 1,158 | 4 | Not listed | (856) 500-2900 | redwoodwmg.com | adviserinfo.sec.gov |
| Salvus Wealth Management, LLC | Red Bank | $316.5 million | 847 | 7 | Not listed | (732) 542-2629 | salvuswealth.com | adviserinfo.sec.gov |
| Tenon Financial | Metuchen | $316 million | 460 | 3 | Not listed | (732) 902-0066 | tenonfinancial.com | adviserinfo.sec.gov |
| Covington & Associates, Inc. | Westfield | $308.2 million | 164 | 3 | Not listed | (908) 232-4717 | adviserinfo.sec.gov | |
| Kevin M. Gibney and Company, LLC | Iselin | $306.9 million | 725 | 2 | Not listed | (908) 970-9800 | gibneywealth.com | adviserinfo.sec.gov |
| Beckerman Wealth | Ocean Grove | $303.3 million | 650 | 6 | Not listed | (877) 892-7738 | adviserinfo.sec.gov | |
| Concord Management Services, LLC | Summit | $301 million | 7 | 2 | 7 | (212) 508-7090 | concordhp.com | adviserinfo.sec.gov |
| Summit Place Financial Advisors, LLC | Summit | $300.4 million | 335 | 6 | Not listed | (908) 517-5880 | adviserinfo.sec.gov | |
| Stern Capital Management, Inc. | Old Bridge | $297.7 million | 656 | 3 | Not listed | (732) 679-7050 | sterncm.com | adviserinfo.sec.gov |
| Mercator Partners | Princeton | $297.6 million | 3 | 7 | 2 | (347) 753-2779 | adviserinfo.sec.gov | |
| Tap Root Capital Management LP | Summit | $297.3 million | 3 | 8 | 3 | (908) 292-0050 | taprootcap.com | adviserinfo.sec.gov |
| High Trail Capital | Hoboken | $296.9 million | 6 | 3 | Not listed | (917) 414-1733 | hightrailcapital.com | adviserinfo.sec.gov |
| Bluefin Financial | Moorestown | $289.6 million | 708 | 4 | Not listed | (856) 795-9998 | bluefinfinancial.com | adviserinfo.sec.gov |
| Aiga Capital Partners LLC | Jersey City | $289.2 million | 4 | 10 | 3 | (646) 248-1250 | plexussolutions.services | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | $282.8 million | 3 | 4 | 1 | (640) 203-4660 | adviserinfo.sec.gov | |
| Tandem Capital Management, Inc. | Woodcliff Lake | $279.7 million | 93 | 5 | Not listed | (201) 822-0028 | tandemcapitalmgmt.com | adviserinfo.sec.gov |
| Buckman Advisory Group LLC | Little Silver | $277.3 million | 834 | 15 | Not listed | (732) 530-0303 | buckmanadvisory.com | adviserinfo.sec.gov |
| Certum Group | Newark | $275.6 million | 10 | 20 | 10 | (973) 954-2000 | certumgroup.com | adviserinfo.sec.gov |
| Kubhera Enterprises LLC | Princeton | $275.5 million | 868 | 5 | 1 | (609) 799-5900 | kubhera.com | adviserinfo.sec.gov |
| Financial Futures | Brielle | $270.5 million | 759 | 5 | Not listed | (732) 722-7289 | financial-futures-llc.com | adviserinfo.sec.gov |
| Byrne Asset Management, LLC | Kingston | $268.7 million | 166 | 5 | Not listed | (609) 497-1776 | byrneasset.com | adviserinfo.sec.gov |
| Astra Wealth Partners | Jersey City | $268.4 million | 578 | 3 | 1 | (800) 805-8740 | feeonlynetwork.com | adviserinfo.sec.gov |
| Revel Wealth Management | Elmwood Park | $258.9 million | 102 | 2 | Not listed | (316) 518-3615 | revelwm.com | adviserinfo.sec.gov |
| Corrado Advisors, LLC | Ramsey | $252.8 million | 782 | 9 | Not listed | (201) 661-6600 | adviserinfo.sec.gov | |
| Talisman Wealth Advisors, LLC | Mountainside | $251.3 million | 557 | 4 | Not listed | (908) 519-8120 | talismanwealthadvisors.com | adviserinfo.sec.gov |
| Masters Legacy Planning | Linwood | $248.1 million | 328 | 5 | Not listed | (609) 601-0800 | masterslegacy.com | adviserinfo.sec.gov |
| BPP Wealth Solutions, LLC | Basking Ridge | $247.3 million | 459 | 6 | Not listed | (908) 442-7750 | adviserinfo.sec.gov | |
| Global Wealth Management, LLC | Kingston | $245.7 million | 204 | 3 | Not listed | (609) 452-2929 | globalwealthllc.com | adviserinfo.sec.gov |
| Merrion Investment Management Co, LLC | Cranford | $244.8 million | 75 | 6 | Not listed | (908) 654-0033 | merriongroup.net | adviserinfo.sec.gov |
| Gulfstream CM, LLC | Summit | $244.2 million | 25 | 8 | 2 | (908) 918-1600 | gulfstreamcm.com | adviserinfo.sec.gov |
| Evergreen Capital Associates LLC | Plainsboro | $243.6 million | 9 | 33 | 6 | (609) 936-8046 | adviserinfo.sec.gov | |
| Delta Capital Management LLC | Red Bank | $240.2 million | 41 | 4 | Not listed | (212) 986-4040 | delta-capital.com | adviserinfo.sec.gov |
| Alexander Capital Wealth Management LLC | Red Bank | $238.1 million | 1,051 | 36 | Not listed | (212) 687-5650 | axiows.com | adviserinfo.sec.gov |
| Leicht Financial Planning and Wealth Management | Parsippany | $237.4 million | 197 | 5 | Not listed | (973) 599-0400 | adviserinfo.sec.gov | |
| Heritage Financial Counselors, LLC | Bedminster | $235.9 million | 425 | 5 | Not listed | (862) 579-2899 | adviserinfo.sec.gov | |
| Geneva Financial Group | Lakewood | $233.7 million | 111 | 2 | Not listed | (732) 719-4101 | adviserinfo.sec.gov | |
| Chadler Investment Advisory Solutions, LLC | Fairfield | $232 million | 52 | 3 | Not listed | (732) 595-2200 | acrisure.com | adviserinfo.sec.gov |
| Aljen Asset Management LLC | Cedar Knolls | $230.2 million | 1,059 | 5 | Not listed | (973) 316-1212 | aljenam.com | adviserinfo.sec.gov |
| Grantvest Financial Group LLC | Matawan | $230 million | 1,324 | 5 | Not listed | (732) 970-6659 | grantvest.com | adviserinfo.sec.gov |
| Podell Financial Group LLC | Fairfield | $227.6 million | 590 | 6 | Not listed | (973) 227-8001 | podellfinancial.com | adviserinfo.sec.gov |
| Sandro Wealth Management LLC | Fairfield | $227.6 million | 168 | 21 | Not listed | (973) 695-1160 | sandrowealth.com | adviserinfo.sec.gov |
| Vaughan and Company Securities, Inc. | Ridgewood | $218.9 million | 544 | 6 | Not listed | (201) 444-1361 | adviserinfo.sec.gov | |
| Integrous Wealth Strategies | Hamilton | $216.2 million | 636 | 6 | Not listed | (609) 586-9308 | infinancial.com | adviserinfo.sec.gov |
| Locker Financial Services, LLC | Verona | $213.8 million | 391 | 3 | Not listed | (973) 256-2555 | lockerfinancial.com | adviserinfo.sec.gov |
| Oze Capital LLC | Florham Park | $213.7 million | 12 | 6 | 13 | (973) 446-6876 | ozecapital.com | adviserinfo.sec.gov |
| Sacks & Associates, LLC | Warren | $212.8 million | 362 | 4 | Not listed | (908) 864-4950 | adviserinfo.sec.gov | |
| Bravias Financial | Iselin | $212 million | 857 | 12 | Not listed | (732) 702-2600 | adviserinfo.sec.gov | |
| KDT Advisors, LLC | Princeton | $210.4 million | 60 | 5 | Not listed | (929) 293-1270 | kdtadvisors.com | adviserinfo.sec.gov |
| White Knight Strategic Wealth Advisors, LLC | Lawrenceville | $207.4 million | 506 | 7 | Not listed | (609) 945-1772 | wkswa.com | adviserinfo.sec.gov |
| Monimus Capital Management, LP | Woodbridge | $204.2 million | 2 | 4 | 1 | (609) 977-1756 | monimuscapital.com | adviserinfo.sec.gov |
| New Horizons Wealth Management | Cedar Knolls | $203.3 million | 740 | 9 | Not listed | (973) 540-1066 | enjoymore30s.com | adviserinfo.sec.gov |
| Paradigm Wealth Advisory LLC | Bridgewater | $201.2 million | 948 | 14 | Not listed | (908) 450-7402 | adviserinfo.sec.gov | |
| Weingarten Associates, L.L.C. | Lawrenceville | $200.3 million | 354 | 2 | Not listed | (609) 620-1770 | plus.google.com | adviserinfo.sec.gov |
| Tandem Investment Partners, LLC | Bordentown | $200.2 million | 474 | 4 | Not listed | (609) 452-2100 | tandeminvestment.com | adviserinfo.sec.gov |
| Tranquilli Financial Advisor, LLC | Clinton | $199.4 million | 517 | 2 | Not listed | (908) 730-6234 | adviserinfo.sec.gov | |
| Copper Beech Financial Group, LLC | Moorestown | $197.4 million | 584 | 9 | Not listed | (856) 988-8300 | copperbeechfg.com | adviserinfo.sec.gov |
| Bautis Financial, LLC | Montclair | $197.4 million | 797 | 5 | Not listed | (862) 205-5800 | adviserinfo.sec.gov | |
| Friedenthal Financial, LLC | Marlton | $196.4 million | 536 | 4 | Not listed | (856) 210-6494 | adviserinfo.sec.gov | |
| Tepp Wealth Management | Westfield | $195.7 million | 150 | 6 | Not listed | (908) 301-1200 | teppwealth.com | adviserinfo.sec.gov |
| High Point Wealth Management, LLC | Chester | $192.9 million | 374 | 2 | Not listed | (908) 975-3367 | highpointwealth.com | adviserinfo.sec.gov |
| Cadia Private Client LLC | Parsippany | $192.5 million | 487 | 3 | Not listed | (973) 993-6300 | adviserinfo.sec.gov | |
| Excel Capital Management Corp | Warren | $192.5 million | 192 | 2 | Not listed | (908) 431-1770 | excelcapitalmgt.com | adviserinfo.sec.gov |
| Lord Abbett Fif Advisor LLC | Jersey City | $190.4 million | 2 | 821 | Not listed | (201) 827-2000 | lordabbett.com | adviserinfo.sec.gov |
| Om Advisers LP | Summit | $189.5 million | 3 | 1 | 1 | (908) 373-2520 | adviserinfo.sec.gov | |
| Liftpoint Family Wealth Advisors, LLC | Far Hills | $187.7 million | 273 | 2 | Not listed | (862) 412-8862 | adviserinfo.sec.gov | |
| S.F. Ehrlich Associates, Inc. | Cranford | $185.8 million | 385 | 2 | Not listed | (908) 789-1100 | sfehrlich.com | adviserinfo.sec.gov |
| Ahara Advisors | Jersey City | $185.4 million | 132 | 3 | 1 | (412) 908-0844 | adviserinfo.sec.gov | |
| Emissary Wealth | Hackensack | $185.1 million | 942 | 6 | 1 | (201) 853-9103 | emissarywealth.com | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | 337 | 5 | Not listed | (609) 921-0180 | halberstadtfinancial.com | adviserinfo.sec.gov |
| PCB Capital LLC | East Brunswick | $184.8 million | 597 | 5 | Not listed | (732) 634-3620 | pcbfinancial.com | adviserinfo.sec.gov |
| Anchored Financial Planning LLC | West Deptford | $182.9 million | 1,223 | 5 | Not listed | (856) 202-7250 | anchoredfinancialplanning.com | adviserinfo.sec.gov |
| Roxbury Financial | Mount Arlington | $180.5 million | 576 | 3 | Not listed | (973) 928-7181 | roxburyfinancial.com | adviserinfo.sec.gov |
| Woloshin Investment Management, LLC | Medford | $180.4 million | 835 | 3 | Not listed | (609) 654-9700 | adviserinfo.sec.gov | |
| Sfi Advisors, LLC | Montclair | $176 million | 336 | 12 | Not listed | (973) 744-1014 | sfiadvisors.com | adviserinfo.sec.gov |
| Philadelphia Investment Partners, LLC | Voorhees | $176 million | 343 | 2 | Not listed | (856) 210-6779 | piplp.com | adviserinfo.sec.gov |
| Three Bridges Capital, LP | Monmouth Beach | $175.5 million | 3 | 5 | 1 | (212) 523-9700 | threebridgescap.com | adviserinfo.sec.gov |
| The Pillar Strategies | Flemington | $175.2 million | 295 | 4 | Not listed | (908) 782-0001 | adviserinfo.sec.gov | |
| Zynergy Retirement Planning | Red Bank | $173 million | 591 | 6 | Not listed | (732) 784-2380 | adviserinfo.sec.gov | |
| Davidson Wealth Management LLC | Forked River | $172.4 million | 653 | 5 | Not listed | (732) 409-1060 | davidsonwealthmgmt.com | adviserinfo.sec.gov |
| Genesis Financial Group, LLC | Paramus | $171.3 million | 224 | 2 | Not listed | (551) 284-4023 | genesisfinancialgroupllc.com | adviserinfo.sec.gov |
| Leatherback Investments LLC | Lakewood | $169.6 million | 23 | 3 | Not listed | (732) 242-4045 | leatherbackinvestments.com | adviserinfo.sec.gov |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan | $168.7 million | 213 | 5 | Not listed | (201) 768-0218 | adviserinfo.sec.gov | |
| Soryn Ip Capital Management | Millburn | $168.1 million | 7 | 3 | 7 | (973) 218-2414 | sorynipcap.com | adviserinfo.sec.gov |
| Stolzer Rothschild Levy LLC | Basking Ridge | $166 million | 245 | 2 | Not listed | (732) 481-2200 | srlam.com | adviserinfo.sec.gov |
| RDM Capital Associates Inc | Red Bank | $164.5 million | 256 | 4 | Not listed | (732) 576-1671 | adviserinfo.sec.gov | |
| Taurus Financial | Jersey City | $162.5 million | 243 | 3 | Not listed | (201) 500-6322 | adviserinfo.sec.gov | |
| Steffens Financial Corp | Byram Township | $162 million | 432 | 10 | Not listed | (973) 786-3696 | steffensfinancial.com | adviserinfo.sec.gov |
| Jeffrey Matthews Wealth Management, LLC | Florham Park | $161.7 million | 367 | 15 | Not listed | (888) 467-3636 | jeffreymatthews.com | adviserinfo.sec.gov |
| Egis Capital Partners LP | Summit | $160.8 million | 5 | 4 | 5 | (973) 994-0606 | egiscapitalpartners.com | adviserinfo.sec.gov |
| Kensington Financial Advisors LLC | Roseland | $159.9 million | 349 | 2 | Not listed | (201) 201-0439 | kfinadvisors.com | adviserinfo.sec.gov |
| Nitor Capital Management | Englewood Cliffs | $158.6 million | 19 | 1 | 2 | (646) 322-3715 | nitorcapitalmanagement.com | adviserinfo.sec.gov |
| Diversified Planning Strategies Advisors LLC | Roseland | $154.4 million | 709 | 6 | Not listed | (973) 226-6000 | adviserinfo.sec.gov | |
| Lexington Capital Management LP | Lakewood | $153.4 million | 9 | 9 | 1 | (732) 666-1414 | adviserinfo.sec.gov | |
| East Coast Wealth Management, Inc. | Florham Park | $153 million | 285 | 2 | Not listed | (973) 396-8626 | eastcoastwealth.com | adviserinfo.sec.gov |
| Shapiro Financial Security Group, Inc. | Hazlet | $152.6 million | 564 | 5 | Not listed | (732) 739-8991 | shapirofsg.com | adviserinfo.sec.gov |
| Leo Fund Services, LLC | Edison | $151.3 million | 4 | 6 | 4 | (732) 903-2600 | adviserinfo.sec.gov | |
| Veteri Place Corporation | Parsippany | $150.7 million | 6 | 2 | 6 | (973) 952-0405 | adviserinfo.sec.gov | |
| 191 Godwin Associates, Inc. D/B/A Godwin Capital Management | Wyckoff | $150.1 million | 314 | 2 | Not listed | (201) 560-1993 | adviserinfo.sec.gov | |
| Stembrook Asset Management, LLC | Red Bank | $147.5 million | 153 | 2 | Not listed | (201) 484-0063 | adviserinfo.sec.gov | |
| MFG Investments, LLC | Medford | $146.5 million | 515 | 5 | Not listed | (609) 714-0546 | adviserinfo.sec.gov | |
| Gci Financial Group | Mendham | $145.1 million | 463 | 3 | Not listed | (973) 543-2133 | gcifg.com | adviserinfo.sec.gov |
| Asset Management Consulting Services, Inc. | Livingston | $144.2 million | 36 | 2 | 5 | (212) 628-7800 | adviserinfo.sec.gov | |
| Private Client Group Asset Management | Gladstone | $143.1 million | 198 | 5 | Not listed | (908) 719-3024 | privateclientgroupam.com | adviserinfo.sec.gov |
| Millington Securities, LLC | Red Bank | $140.5 million | 1 | 6 | Not listed | (732) 842-4920 | adviserinfo.sec.gov | |
| Omega Capital Management, LLC | Flanders | $139.7 million | 568 | 2 | Not listed | (973) 927-8388 | adviserinfo.sec.gov | |
| Sustainvest Asset Management, LLC | Linwood | $137.4 million | 360 | 1 | Not listed | (609) 904-6028 | sustainvest.com | adviserinfo.sec.gov |
| TSG Alpha Partners, LLC | Old Bridge | $134.9 million | 128 | 10 | 12 | (631) 403-5364 | tsginvest.com | adviserinfo.sec.gov |
| Haddonfield Financial Planning LLC | Haddonfield | $134.8 million | 212 | 3 | Not listed | (856) 795-0471 | adviserinfo.sec.gov | |
| Hudson Oak Wealth Advisory LLC | Hoboken | $133.9 million | 239 | 1 | Not listed | (646) 820-4858 | adviserinfo.sec.gov | |
| Lumida Wealth Management LLC | Wayne | $132.8 million | 72 | 10 | 8 | (917) 541-0170 | adviserinfo.sec.gov | |
| Geremia Financial Services, LLC | Edison | $132.2 million | 132 | 2 | Not listed | (732) 738-5678 | geremiafinancial.com | adviserinfo.sec.gov |
| PTS Brokerage, LLC | Mt. Laurel | $131.7 million | 700 | 18 | Not listed | (856) 802-9400 | ptsbrokerage.com | adviserinfo.sec.gov |
| Teplitz Financial Group LLC | Old Bridge | $131.7 million | 393 | 2 | Not listed | (732) 591-0909 | adviserinfo.sec.gov | |
| Stawnychy Financial Services, Inc. | Kinnelon | $131.2 million | 306 | 4 | Not listed | (973) 283-0024 | stawnychyfinancial.com | adviserinfo.sec.gov |
| Family Wealth Partners LLC | Medford | $130.9 million | 560 | 2 | Not listed | (609) 975-8389 | adviserinfo.sec.gov | |
| Align Advisor Group, LLC | Vineland | $127.5 million | 472 | 2 | Not listed | (856) 692-0555 | alignadvisorgroup.com | adviserinfo.sec.gov |
| Rilex Capital LLC | Manasquan | $124.3 million | 170 | 1 | Not listed | (732) 223-5600 | mccoadvisors.com | adviserinfo.sec.gov |
| TC Financial Management, Co Inc. | Margate City | $122.7 million | 366 | 5 | Not listed | (609) 487-1805 | tcfinancialmgmt.com | adviserinfo.sec.gov |
| WP Asset Management | Bedminster | $121.3 million | 224 | 4 | Not listed | (908) 719-8800 | adviserinfo.sec.gov | |
| The Wealth Boutique | Chester | $120.8 million | 802 | 12 | Not listed | (908) 955-0077 | adviserinfo.sec.gov | |
| Altman Investment Management LLC | Princeton | $119.9 million | 68 | 5 | Not listed | (609) 252-0048 | adviserinfo.sec.gov | |
| Aem Asset Management, LLC | Somerset | $117.9 million | 45 | 2 | Not listed | (973) 714-6437 | aemadvisory.com | adviserinfo.sec.gov |
| Ciro Capital LLC | Jersey City | $117.4 million | 268 | 2 | Not listed | (646) 785-6201 | cirocapital.com | adviserinfo.sec.gov |
| First Light Wealth Advisors, LLC | Little Falls | $116.3 million | 231 | 4 | Not listed | (973) 435-4520 | adviserinfo.sec.gov | |
| Palante Wealth Advisors, LLC | Pennington | $115.5 million | 335 | 5 | Not listed | (609) 476-9269 | palantewealth.com | adviserinfo.sec.gov |
| Compass Private Wealth Group LLC | Short Hills | $113.3 million | 259 | 3 | Not listed | (908) 615-2249 | compasspw.com | adviserinfo.sec.gov |
| Mk3 Wealth LLC | Cherry Hill | $113.1 million | 223 | 3 | Not listed | (856) 545-0077 | adviserinfo.sec.gov | |
| Garden State Retirement Specialists, LLC | Red Bank | $109.3 million | 250 | 3 | Not listed | (732) 936-9641 | retirementspecialistnj.com | adviserinfo.sec.gov |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven | $107.9 million | 366 | 6 | Not listed | (732) 888-4994 | castlefinancial.com | adviserinfo.sec.gov |
| Bergamot Asset Management LP | Princeton | $106.5 million | 258 | 8 | 8 | (609) 917-7900 | adviserinfo.sec.gov | |
| Carapace Financial Advisors LLC | Bedminster | $106.5 million | 72 | 5 | 3 | (908) 375-8072 | adviserinfo.sec.gov | |
| MD Wealth Advisors Inc | Cranford | $105.2 million | 396 | 1 | Not listed | (908) 440-0811 | mdwealthinc.com | adviserinfo.sec.gov |
| Millstone Financial Group | Princeton | $104.4 million | 483 | 9 | Not listed | (732) 385-8544 | adviserinfo.sec.gov | |
| Victory Wealth Partners | Mullica Hill | $102.5 million | 363 | 5 | Not listed | (856) 464-3100 | adviserinfo.sec.gov | |
| Valhum Asset Management, LLC | Upper Saddle River | $100 million | 1 | 1 | Not listed | (203) 554-1180 | valhum.com | adviserinfo.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.