Data / Investment advisers / Serving banks and thrifts / New Jersey

Investment advisers in New Jersey serving banks and thrifts: 11 firms

Name: Investment advisers in New Jersey serving banks and thrifts: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

11 SEC registered investment advisers with a main office in New Jersey report banks and thrifts among their clients in Form ADV item 5.D, and together they attribute $78 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Blackrock Investment Management, LLC.

The request: Every investment adviser in New Jersey that serves banks and thrifts, with AUM, phone and website. $10 of work on sign-up, no card.

Get banks and thrifts advisers in New Jersey Watch 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.

11Advisers
$78 billionAUM from this client type
11Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving banks and thrifts

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Blackrock Investment Management, LLC	Princeton	7	$50.60 billion	$676.69 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	6	$27.20 billion	$1.13 trillion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	8	$59.3 million	$915.79 billion	adviserinfo.sec.gov
Simplicity Wealth	Summit	2	$44.1 million	$4.27 billion	adviserinfo.sec.gov
Credit Capital Investments	Livingston	2	$34.4 million	$444 million	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	7	$17.3 million	$2.03 billion	adviserinfo.sec.gov
Accretive Wealth Partners, LLC	Parsippany	Fewer than 5	$16.7 million	$504.5 million	adviserinfo.sec.gov
Saiph Capital, LLC	Wyckoff	Fewer than 5	$15.9 million	$459.4 million	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	Fewer than 5	$3.2 million	$71.64 billion	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	11	$115,000	$389.6 million	adviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLC	Jersey City	1	Not listed	$121.05 billion	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.