Data / Investment advisers / New Jersey / Morristown
Investment advisers in Morristown, NJ: 15 firms, $79.1 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
15 investment advisers have their main office in Morristown, New Jersey: 13 SEC registered and 2 exempt reporting. The registered advisers report $79.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Private Advisor Group, LLC with $57.7 billion.
The request: Every investment adviser in Morristown, New Jersey with AUM over $100 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.
- 15Advisers
- 13SEC registered
- 2Exempt reporting
- $79.1 billionTotal AUM
- 11Advisers over $100 million
- 7Manage 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 |
|---|---|---|---|---|---|---|---|---|
| Private Advisor Group, LLC | Morristown | $57.70 billion | 170,206 | 930 | Not listed | (973) 538-7010 | adviserinfo.sec.gov | |
| Simon Quick Advisors, LLC | Morristown | $9.01 billion | 3,057 | 97 | 5 | (973) 525-1000 | adviserinfo.sec.gov | |
| Beacon Trust | Morristown | $4.44 billion | 2,939 | 51 | Not listed | (973) 377-8090 | adviserinfo.sec.gov | |
| Washington Crossing Advisors LLC | Morristown | $2.03 billion | 3,257 | 10 | Not listed | (973) 549-4052 | washingtoncrossingadvisors.com | adviserinfo.sec.gov |
| Blackhill Capital, Inc | Morristown | $2.00 billion | 83 | 4 | Not listed | (973) 984-7014 | blackhillcapital.com | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | $902.1 million | 47 | 14 | 5 | (201) 793-0570 | new-vernon.com | adviserinfo.sec.gov |
| McRae Capital Management Inc. | Morristown | $795 million | 820 | 8 | Not listed | (973) 387-1080 | adviserinfo.sec.gov | |
| Himco, LLC | Morristown | $725.7 million | 27 | 49 | 24 | (973) 292-9595 | hampshirere.com | adviserinfo.sec.gov |
| Pegasus Asset Management Inc | Morristown | $553.6 million | 800 | 5 | Not listed | (845) 369-9422 | pegasusassetmgt.com | adviserinfo.sec.gov |
| Sage Residential Management LLC | Morristown | $444.1 million | 3 | 12 | 3 | (646) 693-6673 | sageresi.com | adviserinfo.sec.gov |
| Diadema Partners LP | Morristown | $397.9 million | 7 | 6 | 3 | (646) 979-8432 | diademapartnerslp.com | adviserinfo.sec.gov |
| Pegasus Group, LLC | Morristown | $91.3 million | 55 | 2 | Not listed | (845) 369-9422 | adviserinfo.sec.gov | |
| Circle Squared Alternative Investments, LLC | Morristown | Not listed | Not listed | Not listed | 11 | (973) 532-6840 | adviserinfo.sec.gov | |
| Sojourner Consumer Partners, LP. | Morristown | Not listed | Not listed | Not listed | 3 | (908) 910-0720 | adviserinfo.sec.gov | |
| Private Advisor Network, LLC | Morristown | Not listed | 0 | 1 | Not listed | (973) 538-7010 | adviserinfo.sec.gov |
Advisers in Morristown that manage private funds
7 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Himco, LLC | Morristown | NJ | 24 | Not listed | Not listed | Not listed | 24 | $496.6 million | $725.7 million | adviserinfo.sec.gov |
| Circle Squared Alternative Investments, LLC | Morristown | NJ | 11 | Not listed | Not listed | Not listed | 11 | $103.7 million | Not listed | adviserinfo.sec.gov |
| Simon Quick Advisors, LLC | Morristown | NJ | 5 | Not listed | 1 | Not listed | Not listed | $421.1 million | $9.01 billion | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | NJ | 5 | 4 | Not listed | Not listed | 1 | $850.5 million | $902.1 million | adviserinfo.sec.gov |
| Sage Residential Management LLC | Morristown | NJ | 3 | Not listed | Not listed | Not listed | Not listed | $290 million | $444.1 million | adviserinfo.sec.gov |
| Diadema Partners LP | Morristown | NJ | 3 | 3 | Not listed | Not listed | Not listed | $337.6 million | $397.9 million | adviserinfo.sec.gov |
| Sojourner Consumer Partners, LP. | Morristown | NJ | 3 | Not listed | 3 | Not listed | Not listed | $25.4 million | Not listed | 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.