Data / Investment advisers / Serving charitable organizations / New Jersey

Investment advisers in New Jersey serving charitable organizations: 144 firms

Name: Investment advisers in New Jersey serving charitable organizations: Form ADV data
Creator: SpecStream
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144 SEC registered investment advisers with a main office in New Jersey report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $84.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Managed Account Advisors LLC.

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144Advisers
$84.1 billionAUM from this client type
141Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving charitable organizations

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
Managed Account Advisors LLC	Jersey City	4,927	$26.25 billion	$994.99 billion	adviserinfo.sec.gov
UBS Financial Services Inc.	Weehawken	8,053	$21.44 billion	$915.79 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	454	$7.37 billion	$676.69 billion	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	66	$6.59 billion	$46.19 billion	adviserinfo.sec.gov
Pathstone	Englewood	72	$6.34 billion	$110.30 billion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	238	$3.60 billion	$71.64 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	42	$3.35 billion	$270.39 billion	adviserinfo.sec.gov
Circle Wealth Management, LLC	Summit	31	$1.01 billion	$14.07 billion	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	159	$811.9 million	$32.06 billion	adviserinfo.sec.gov
Metlife Investment Management, LLC	Whippany	26	$702.5 million	$563.78 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	Fewer than 5	$647.8 million	$1.13 trillion	adviserinfo.sec.gov
Modera Wealth Management, LLC	Westwood	195	$627.8 million	$17.68 billion	adviserinfo.sec.gov
Blueprint Capital Advisors LLC	Short Hills	1	$600 million	$1.79 billion	adviserinfo.sec.gov
Simon Quick Advisors, LLC	Morristown	28	$500.5 million	$9.01 billion	adviserinfo.sec.gov
Blackhill Capital, Inc	Morristown	5	$446.6 million	$2.00 billion	adviserinfo.sec.gov
Private Advisor Group, LLC	Morristown	643	$439.9 million	$57.70 billion	adviserinfo.sec.gov
Pgim Quantitative Solutions	Newark	2	$313.2 million	$110.95 billion	adviserinfo.sec.gov
Unio Capital LLC	Princeton	4	$279.1 million	$691.5 million	adviserinfo.sec.gov
RMR Wealth Builders, Inc.	Montclair	1	$177.5 million	$2.89 billion	adviserinfo.sec.gov
Jacobs Levy Equity Management	Florham Park	Fewer than 5	$161.6 million	$28.01 billion	adviserinfo.sec.gov
Seabridge Investment Advisors LLC	Summit	5	$161.2 million	$771.2 million	adviserinfo.sec.gov
Ridgeleigh Capital	Summit	Fewer than 5	$137.2 million	$1.03 billion	adviserinfo.sec.gov
Palisade Capital Management, LP	Fort Lee	46	$135.9 million	$3.86 billion	adviserinfo.sec.gov
Roundview Capital, LLC	Princeton	12	$132.6 million	$2.13 billion	adviserinfo.sec.gov
Leatherback Investments LLC	Lakewood	Fewer than 5	$125.9 million	$169.6 million	adviserinfo.sec.gov
Abner Herrman & Brock, LLC	Jersey City	54	$119.7 million	$2.74 billion	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	64	$116 million	$2.03 billion	adviserinfo.sec.gov
Advisors Capital Management, LLC	Ridgewood	59	$103.4 million	$12.20 billion	adviserinfo.sec.gov
Merrion Investment Management Co, LLC	Cranford	3	$96.9 million	$244.8 million	adviserinfo.sec.gov
Systematic Financial Management LP	Teaneck	16	$95 million	$4.21 billion	adviserinfo.sec.gov
1932 Investment Management	Newark	Fewer than 5	$88.3 million	$4.60 billion	adviserinfo.sec.gov
Valley Wealth Managers, Inc.	Paramus	21	$86.6 million	$2.69 billion	adviserinfo.sec.gov
Lighthouse Financial Advisors, Inc.	Red Bank	Fewer than 5	$74.2 million	$1.11 billion	adviserinfo.sec.gov
McRae Capital Management Inc.	Morristown	20	$67.8 million	$795 million	adviserinfo.sec.gov
Franklin Mutual Advisers, LLC	Short Hills	Fewer than 5	$64 million	$42.59 billion	adviserinfo.sec.gov
Regency Wealth Management	Ramsey	18	$42.6 million	$642.6 million	adviserinfo.sec.gov
Beacon Trust	Morristown	41	$40.8 million	$4.44 billion	adviserinfo.sec.gov
Pine Valley Investments	Marlton	25	$40.1 million	$2.67 billion	adviserinfo.sec.gov
Investment Partners Asset Management	Metuchen	10	$38.3 million	$333.4 million	adviserinfo.sec.gov
Redwood Wealth Management Group, LLC	Medford	2	$37.5 million	$317.2 million	adviserinfo.sec.gov
Ta Capital Management, LLC	Sewell	11	$33.4 million	$438.9 million	adviserinfo.sec.gov
Paradigm Investment Advisory, LLC	Bridgewater	1	$32.6 million	$425.1 million	adviserinfo.sec.gov
Hennion & Walsh Asset Management, Inc.	Parsippany	6	$32.1 million	$768.8 million	adviserinfo.sec.gov
Sax Wealth Advisors, LLC	Parsippany	6	$27.7 million	$3.60 billion	adviserinfo.sec.gov
Makrod Investment Associates Inc	Verona	7	$27.4 million	$894.4 million	adviserinfo.sec.gov
TSP Capital Management Group, LLC	Summit	8	$25.6 million	$553.3 million	adviserinfo.sec.gov
Covington & Associates, Inc.	Westfield	Fewer than 5	$24 million	$308.2 million	adviserinfo.sec.gov
CFS Investment Advisory Services LLC	Totowa	5	$21.1 million	$2.73 billion	adviserinfo.sec.gov
Fortis Group Advisors LLC	Westwood	13	$20.5 million	$822.4 million	adviserinfo.sec.gov
Sindia Capital Advisers, LLC	Somers Point	4	$18.9 million	$423.4 million	adviserinfo.sec.gov
Cra Financial Services, L.L.C.	Northfield	19	$16.6 million	$1.69 billion	adviserinfo.sec.gov
Global Wealth Management, LLC	Kingston	4	$16.5 million	$245.7 million	adviserinfo.sec.gov
Summit Financial, LLC	Parsippany	4	$16.4 million	$26.35 billion	adviserinfo.sec.gov
Oliver Luxxe Assets LLC	Gladstone	2	$15.4 million	$1.00 billion	adviserinfo.sec.gov
Withum Wealth Management	Red Bank	9	$15.3 million	$2.34 billion	adviserinfo.sec.gov
Premier Path Wealth Partners, LLC	Madison	4	$15.1 million	$1.22 billion	adviserinfo.sec.gov
Sterling Financial Planning Inc	Sparta	8	$14.5 million	$760.8 million	adviserinfo.sec.gov
Aem Asset Management, LLC	Somerset	1	$14 million	$117.9 million	adviserinfo.sec.gov
Covenant Asset Management, LLC	Chester	8	$13.8 million	$692.6 million	adviserinfo.sec.gov
BCS Private Wealth Management	Rumson	2	$13.8 million	$469.7 million	adviserinfo.sec.gov
Reaves Asset Management	Jersey City	7	$13.1 million	$5.94 billion	adviserinfo.sec.gov
Baron Financial Group LLC	Fair Lawn	9	$11.7 million	$369.1 million	adviserinfo.sec.gov
Portfolio Strategies Inc Ny	Montvale	3	$11.6 million	$1.02 billion	adviserinfo.sec.gov
Groesbeck Investment Management Corp	Glen Rock	1	$11.1 million	$54.7 million	adviserinfo.sec.gov
Delta Capital Management LLC	Red Bank	4	$10.6 million	$240.2 million	adviserinfo.sec.gov
RDM Capital Associates Inc	Red Bank	1	$9.6 million	$164.5 million	adviserinfo.sec.gov
Princeton Capital Management LLC	Red Bank	6	$9.4 million	$435.5 million	adviserinfo.sec.gov
Dumont & Blake Investment Advisors LLC	Princeton	7	$9.2 million	$562.3 million	adviserinfo.sec.gov
Reedmark Advisors, LLC	Somerville	2	$9.1 million	$564.6 million	adviserinfo.sec.gov
Jeffrey Matthews Wealth Management, LLC	Florham Park	7	$8.8 million	$161.7 million	adviserinfo.sec.gov
Precision Financial Services	Mine Hill	6	$8.3 million	$435.6 million	adviserinfo.sec.gov
Geneva Financial Group	Lakewood	Fewer than 5	$8.3 million	$233.7 million	adviserinfo.sec.gov
Seelaus Asset Management, LLC	Chatham	7	$8 million	$1.70 billion	adviserinfo.sec.gov
191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	1	$7.7 million	$150.1 million	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	1	$7.3 million	$389.6 million	adviserinfo.sec.gov
Northstar Advisory Group, LLC	Northfield	5	$7.1 million	$377 million	adviserinfo.sec.gov
Financial Futures	Brielle	1	$6.4 million	$270.5 million	adviserinfo.sec.gov
Bergamot Asset Management LP	Princeton	Fewer than 5	$6.3 million	$106.5 million	adviserinfo.sec.gov
Condor Capital Wealth Management	Martinsville	5	$6.1 million	$2.18 billion	adviserinfo.sec.gov
Newport Capital Group, LLC	Red Bank	Fewer than 5	$5.8 million	$1.28 billion	adviserinfo.sec.gov
Sustainvest Asset Management, LLC	Linwood	4	$5.7 million	$137.4 million	adviserinfo.sec.gov
Mullooly Asset Management, Inc.	Wall Township	Fewer than 5	$5 million	$455.6 million	adviserinfo.sec.gov
Wealth Management Associates, Inc.	Cherry Hill	5	$4.8 million	$717.4 million	adviserinfo.sec.gov
Stawnychy Financial Services, Inc.	Kinnelon	Fewer than 5	$4.7 million	$131.2 million	adviserinfo.sec.gov
Traphagen Financial Group	Oradell	6	$4.5 million	$2.28 billion	adviserinfo.sec.gov
Virtus Wealth Solutions	Cranford	2	$4.4 million	$594.9 million	adviserinfo.sec.gov
New Horizons Wealth Management	Cedar Knolls	Fewer than 5	$4.4 million	$203.3 million	adviserinfo.sec.gov
Signet Financial Management, LLC	Parsippany	Fewer than 5	$3.8 million	$1.18 billion	adviserinfo.sec.gov
Glen Eagle Advisors, LLC	Kingston	9	$3.4 million	$1.03 billion	adviserinfo.sec.gov
Highland Financial Advisors, LLC	Wayne	Fewer than 5	$3.2 million	$640 million	adviserinfo.sec.gov
Shore Point Advisors, LLC	Brielle	15	$3 million	$327.7 million	adviserinfo.sec.gov
Buckman Advisory Group LLC	Little Silver	6	$2.9 million	$277.3 million	adviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.	Jersey City	Fewer than 5	$2.7 million	$2.95 billion	adviserinfo.sec.gov
WP Asset Management	Bedminster	15	$2.6 million	$121.3 million	adviserinfo.sec.gov
Smallwood Wealth Management	Red Bank	3	$2.4 million	$339 million	adviserinfo.sec.gov
Leicht Financial Planning and Wealth Management	Parsippany	Fewer than 5	$2.3 million	$237.4 million	adviserinfo.sec.gov
Npa Asset Management, LLC	Fair Lawn	3	$2.3 million	$1.06 billion	adviserinfo.sec.gov
Bulldog Investors, LLP	Saddle Brook	2	$2.2 million	$561 million	adviserinfo.sec.gov
TLG Advisors, Inc.	Summit	8	$1.9 million	$2.30 billion	adviserinfo.sec.gov
DGS Capital Management	Jersey City	4	$1.9 million	$1.05 billion	adviserinfo.sec.gov
Omni 360 Wealth, Inc.	Plainsboro	2	$1.4 million	$425.7 million	adviserinfo.sec.gov
Stern Capital Management, Inc.	Old Bridge	7	$1.4 million	$297.7 million	adviserinfo.sec.gov
Wbi Investments, LLC	Red Bank	4	$1.3 million	$539.6 million	adviserinfo.sec.gov
Quaker Wealth Management LLC	Moorestown	1	$1.2 million	$449.3 million	adviserinfo.sec.gov
Onepoint BFG Wealth Partners	Parsippany	Fewer than 5	$1.1 million	$15.13 billion	adviserinfo.sec.gov
New Vernon Capital	Morristown	Fewer than 5	$1.1 million	$902.1 million	adviserinfo.sec.gov
Grantvest Financial Group LLC	Matawan	Fewer than 5	$1 million	$230 million	adviserinfo.sec.gov
Stolzer Rothschild Levy LLC	Basking Ridge	Fewer than 5	$970,000	$166 million	adviserinfo.sec.gov
Michael J. Porro & Co. Financial Advisors, Inc.	Old Tappan	1	$878,144	$168.7 million	adviserinfo.sec.gov
Cypress Financial Planning	Haddon Heights	Fewer than 5	$845,945	$490.4 million	adviserinfo.sec.gov
Vision Retirement	Ridgewood	3	$799,158	$633.7 million	adviserinfo.sec.gov
Eagle Wealth Strategies	Mullica Hill	Fewer than 5	$757,938	$653.8 million	adviserinfo.sec.gov
Accretive Wealth Partners, LLC	Parsippany	Fewer than 5	$747,811	$504.5 million	adviserinfo.sec.gov
Tilson Financial Group Inc	New Providence	Fewer than 5	$743,076	$750.6 million	adviserinfo.sec.gov
Friedenthal Financial, LLC	Marlton	1	$742,843	$196.4 million	adviserinfo.sec.gov
Kevin M. Gibney and Company, LLC	Iselin	Fewer than 5	$570,006	$306.9 million	adviserinfo.sec.gov
Paradigm Wealth Advisory LLC	Bridgewater	2	$549,125	$201.2 million	adviserinfo.sec.gov
Oakbourne Advisors	Berkeley Heights	1	$505,359	$347.9 million	adviserinfo.sec.gov
Kensington Financial Advisors LLC	Roseland	Fewer than 5	$503,573	$159.9 million	adviserinfo.sec.gov
Teplitz Financial Group LLC	Old Bridge	Fewer than 5	$450,744	$131.7 million	adviserinfo.sec.gov
Mk3 Wealth LLC	Cherry Hill	Fewer than 5	$447,840	$113.1 million	adviserinfo.sec.gov
Masters Legacy Planning	Linwood	Fewer than 5	$445,605	$248.1 million	adviserinfo.sec.gov
Tranquilli Financial Advisor, LLC	Clinton	3	$428,073	$199.4 million	adviserinfo.sec.gov
Mezzasalma Advisors	Tinton Falls	Fewer than 5	$389,405	$534.4 million	adviserinfo.sec.gov
Align Advisor Group, LLC	Vineland	Fewer than 5	$388,157	$127.5 million	adviserinfo.sec.gov
Access Wealth	East Hanover	1	$346,859	$539.1 million	adviserinfo.sec.gov
5c Capital Management, LLC	Woodcliff Lake	7	$329,210	$648.1 million	adviserinfo.sec.gov
MD Wealth Advisors Inc	Cranford	1	$318,976	$105.2 million	adviserinfo.sec.gov
Chatham Wealth Management	Chatham	Fewer than 5	$305,000	$642.9 million	adviserinfo.sec.gov
Princeton Global Asset Management LLC	Princeton	Fewer than 5	$256,087	$921.3 million	adviserinfo.sec.gov
Byron Place Capital Management, LLC	Metuchen	1	$201,995	$48.4 million	adviserinfo.sec.gov
Astra Wealth Partners	Jersey City	Fewer than 5	$177,548	$268.4 million	adviserinfo.sec.gov
Omega Capital Management, LLC	Flanders	Fewer than 5	$167,148	$139.7 million	adviserinfo.sec.gov
Cornerstone Planning Group	Fairfield	Fewer than 5	$139,115	$951.8 million	adviserinfo.sec.gov
Tenon Financial	Metuchen	1	$98,791	$316 million	adviserinfo.sec.gov
Carnegie Lake Advisors LLC	Princeton	1	$96,123	$403 million	adviserinfo.sec.gov
Tomoro	Colts Neck	Fewer than 5	$51,128	$335.6 million	adviserinfo.sec.gov
Weingarten Associates, L.L.C.	Lawrenceville	Fewer than 5	$21,114	$200.3 million	adviserinfo.sec.gov
Davidson Wealth Management LLC	Forked River	Fewer than 5	$16,925	$172.4 million	adviserinfo.sec.gov
Toews Asset Management	Northfield	1	$15,449	$1.04 billion	adviserinfo.sec.gov
Wealth Quarterback LLC	Toms River	Fewer than 5	$8,985	$391.3 million	adviserinfo.sec.gov
Curcio Webb LLC	Lawrenceville	11	Not listed	Not listed	adviserinfo.sec.gov
Landseer Advisors LLC	Princeton	7	Not listed	$415.2 million	adviserinfo.sec.gov
Geremia Financial Services, LLC	Edison	2	Not listed	$132.2 million	adviserinfo.sec.gov

Also on SpecStream

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