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Investment advisers in New Jersey serving corporations and other businesses: 162 firms

Name: Investment advisers in New Jersey serving corporations and other businesses: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

162 SEC registered investment advisers with a main office in New Jersey report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $241 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is UBS Financial Services Inc.

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

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162Advisers
$241 billionAUM from this client type
157Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving corporations and other businesses

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
UBS Financial Services Inc.	Weehawken	27,490	$94.46 billion	$915.79 billion	adviserinfo.sec.gov
Managed Account Advisors LLC	Jersey City	15,280	$51.71 billion	$994.99 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	922	$33.61 billion	$676.69 billion	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	32	$13.46 billion	$46.19 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	11	$10.79 billion	$1.13 trillion	adviserinfo.sec.gov
Metlife Investment Management, LLC	Whippany	27	$10.78 billion	$563.78 billion	adviserinfo.sec.gov
Glacier Peak Capital Management, LLC	Chatham	5	$9.86 billion	$9.86 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	478	$3.55 billion	$270.39 billion	adviserinfo.sec.gov
Pathstone	Englewood	23	$1.91 billion	$110.30 billion	adviserinfo.sec.gov
Seelaus Asset Management, LLC	Chatham	17	$1.02 billion	$1.70 billion	adviserinfo.sec.gov
Private Advisor Group, LLC	Morristown	708	$972.1 million	$57.70 billion	adviserinfo.sec.gov
RMR Wealth Builders, Inc.	Montclair	189	$856 million	$2.89 billion	adviserinfo.sec.gov
Ridgeleigh Capital	Summit	Fewer than 5	$850.9 million	$1.03 billion	adviserinfo.sec.gov
Passaic Partners LLC	Newark	Fewer than 5	$794.3 million	$2.24 billion	adviserinfo.sec.gov
Pgim Quantitative Solutions	Newark	1	$508.8 million	$110.95 billion	adviserinfo.sec.gov
Modera Wealth Management, LLC	Westwood	84	$468.1 million	$17.68 billion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	209	$426.6 million	$71.64 billion	adviserinfo.sec.gov
Advisors Capital Management, LLC	Ridgewood	171	$355.9 million	$12.20 billion	adviserinfo.sec.gov
Palisade Capital Management, LP	Fort Lee	112	$268.9 million	$3.86 billion	adviserinfo.sec.gov
Blackhill Capital, Inc	Morristown	Fewer than 5	$257.7 million	$2.00 billion	adviserinfo.sec.gov
Abner Herrman & Brock, LLC	Jersey City	82	$243.7 million	$2.74 billion	adviserinfo.sec.gov
Jacobs Levy Equity Management	Florham Park	Fewer than 5	$217.7 million	$28.01 billion	adviserinfo.sec.gov
Beacon Trust	Morristown	55	$214.4 million	$4.44 billion	adviserinfo.sec.gov
Pgim Custom Harvest LLC	Newark	171	$208.9 million	$6.90 billion	adviserinfo.sec.gov
Valley Wealth Managers, Inc.	Paramus	76	$205.6 million	$2.69 billion	adviserinfo.sec.gov
Withum Wealth Management	Red Bank	27	$177.4 million	$2.34 billion	adviserinfo.sec.gov
Portfolio Strategies Inc Ny	Montvale	153	$152.4 million	$1.02 billion	adviserinfo.sec.gov
KDT Advisors, LLC	Princeton	21	$143.7 million	$210.4 million	adviserinfo.sec.gov
Sax Wealth Advisors, LLC	Parsippany	30	$140.5 million	$3.60 billion	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	54	$139.1 million	$32.06 billion	adviserinfo.sec.gov
Simon Quick Advisors, LLC	Morristown	3	$97.1 million	$9.01 billion	adviserinfo.sec.gov
Onepoint BFG Wealth Partners	Parsippany	22	$95.6 million	$15.13 billion	adviserinfo.sec.gov
TLG Advisors, Inc.	Summit	107	$88.2 million	$2.30 billion	adviserinfo.sec.gov
Covington & Associates, Inc.	Westfield	Fewer than 5	$82.5 million	$308.2 million	adviserinfo.sec.gov
Able Wealth Management LLC	Toms River	39	$79.7 million	$579.5 million	adviserinfo.sec.gov
Laurel Oak Wealth Management, LLC	Marlton	22	$73.9 million	$1.40 billion	adviserinfo.sec.gov
Npa Asset Management, LLC	Fair Lawn	74	$68.8 million	$1.06 billion	adviserinfo.sec.gov
Giverny Capital Advisors	Princeton	7	$67 million	$420.9 million	adviserinfo.sec.gov
Geneva Financial Group	Lakewood	10	$66.8 million	$233.7 million	adviserinfo.sec.gov
Cra Financial Services, L.L.C.	Northfield	33	$64.7 million	$1.69 billion	adviserinfo.sec.gov
Systematic Financial Management LP	Teaneck	12	$63.7 million	$4.21 billion	adviserinfo.sec.gov
Roundview Capital, LLC	Princeton	3	$53.8 million	$2.13 billion	adviserinfo.sec.gov
Shorehaven Wealth Partners, LLC	Red Bank	20	$42.5 million	$541.5 million	adviserinfo.sec.gov
Signet Financial Management, LLC	Parsippany	9	$42 million	$1.18 billion	adviserinfo.sec.gov
Eagle Wealth Strategies	Mullica Hill	6	$39.8 million	$653.8 million	adviserinfo.sec.gov
Summit Financial, LLC	Parsippany	19	$38.7 million	$26.35 billion	adviserinfo.sec.gov
Transcend Capital Advisors, LLC	Madison	9	$37.7 million	$2.91 billion	adviserinfo.sec.gov
Alooola	Kingston	21	$35 million	$51.2 million	adviserinfo.sec.gov
Virtus Wealth Solutions	Cranford	13	$34.4 million	$594.9 million	adviserinfo.sec.gov
Smallwood Wealth Management	Red Bank	11	$34.2 million	$339 million	adviserinfo.sec.gov
Diadema Partners LP	Morristown	Fewer than 5	$34.1 million	$397.9 million	adviserinfo.sec.gov
191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	29	$32 million	$150.1 million	adviserinfo.sec.gov
New Horizons Wealth Management	Cedar Knolls	Fewer than 5	$31.3 million	$203.3 million	adviserinfo.sec.gov
Cornerstone Planning Group	Fairfield	13	$28.5 million	$951.8 million	adviserinfo.sec.gov
Poetic Group LLC	Hackensack	Fewer than 5	$25.9 million	$802.5 million	adviserinfo.sec.gov
Buckman Advisory Group LLC	Little Silver	5	$24.2 million	$277.3 million	adviserinfo.sec.gov
Kubhera Enterprises LLC	Princeton	35	$24.1 million	$275.5 million	adviserinfo.sec.gov
Copper Beech Financial Group, LLC	Moorestown	21	$23.1 million	$197.4 million	adviserinfo.sec.gov
Tandem Capital Management, Inc.	Woodcliff Lake	5	$20.9 million	$279.7 million	adviserinfo.sec.gov
Reaves Asset Management	Jersey City	7	$18.2 million	$5.94 billion	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	10	$18 million	$2.03 billion	adviserinfo.sec.gov
Lexington Capital Management LP	Lakewood	Fewer than 5	$17.4 million	$153.4 million	adviserinfo.sec.gov
Tilson Financial Group Inc	New Providence	5	$17.4 million	$750.6 million	adviserinfo.sec.gov
Tomoro	Colts Neck	13	$15.5 million	$335.6 million	adviserinfo.sec.gov
BCS Private Wealth Management	Rumson	7	$15.5 million	$469.7 million	adviserinfo.sec.gov
Omni 360 Wealth, Inc.	Plainsboro	7	$15.4 million	$425.7 million	adviserinfo.sec.gov
Investment Partners Asset Management	Metuchen	2	$13 million	$333.4 million	adviserinfo.sec.gov
Cadia Private Client LLC	Parsippany	Fewer than 5	$12.8 million	$192.5 million	adviserinfo.sec.gov
Unio Capital LLC	Princeton	1	$12.3 million	$691.5 million	adviserinfo.sec.gov
Goodhaven Capital Management	Millburn	Fewer than 5	$12.2 million	$405.3 million	adviserinfo.sec.gov
Grantvest Financial Group LLC	Matawan	10	$12 million	$230 million	adviserinfo.sec.gov
Garden State Investment Advisory Services, LLC	Red Bank	26	$11.5 million	$673.8 million	adviserinfo.sec.gov
Franklin Mutual Advisers, LLC	Short Hills	Fewer than 5	$11.3 million	$42.59 billion	adviserinfo.sec.gov
Seabridge Investment Advisors LLC	Summit	7	$10.5 million	$771.2 million	adviserinfo.sec.gov
Wealth Management Associates, Inc.	Cherry Hill	10	$10.5 million	$717.4 million	adviserinfo.sec.gov
Premier Path Wealth Partners, LLC	Madison	5	$9.7 million	$1.22 billion	adviserinfo.sec.gov
Vestgen Investment Management	Egg Harbor TWP.	22	$9.7 million	$786.6 million	adviserinfo.sec.gov
Gci Financial Group	Mendham	3	$9.4 million	$145.1 million	adviserinfo.sec.gov
Glen Eagle Advisors, LLC	Kingston	11	$8.8 million	$1.03 billion	adviserinfo.sec.gov
Newport Capital Group, LLC	Red Bank	Fewer than 5	$8.4 million	$1.28 billion	adviserinfo.sec.gov
Bluevine Advisory LLC	Jersey City	289	$8.4 million	$8.9 million	adviserinfo.sec.gov
Bergamot Asset Management LP	Princeton	12	$8 million	$106.5 million	adviserinfo.sec.gov
Precision Financial Services	Mine Hill	5	$8 million	$435.6 million	adviserinfo.sec.gov
TSP Capital Management Group, LLC	Summit	1	$7.9 million	$553.3 million	adviserinfo.sec.gov
CFS Investment Advisory Services LLC	Totowa	7	$7.5 million	$2.73 billion	adviserinfo.sec.gov
Masters Legacy Planning	Linwood	7	$7.4 million	$248.1 million	adviserinfo.sec.gov
Tandem Investment Partners, LLC	Bordentown	1	$7.4 million	$200.2 million	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	4	$7.3 million	$389.6 million	adviserinfo.sec.gov
Jaffa Capital Management LLC	Clifton	3	$7 million	$597.2 million	adviserinfo.sec.gov
Circle Wealth Management, LLC	Summit	Fewer than 5	$7 million	$14.07 billion	adviserinfo.sec.gov
Vision Retirement	Ridgewood	8	$7 million	$633.7 million	adviserinfo.sec.gov
Oliver Luxxe Assets LLC	Gladstone	2	$6.9 million	$1.00 billion	adviserinfo.sec.gov
MD Wealth Advisors Inc	Cranford	13	$6.9 million	$105.2 million	adviserinfo.sec.gov
Mezzasalma Advisors	Tinton Falls	Fewer than 5	$6.7 million	$534.4 million	adviserinfo.sec.gov
Summit Place Financial Advisors, LLC	Summit	Fewer than 5	$6.6 million	$300.4 million	adviserinfo.sec.gov
Active Wealth Advisors	Woodcliff Lake	Fewer than 5	$6.4 million	$75.4 million	adviserinfo.sec.gov
First Light Wealth Advisors, LLC	Little Falls	5	$6.3 million	$116.3 million	adviserinfo.sec.gov
Condor Capital Wealth Management	Martinsville	Fewer than 5	$5.5 million	$2.18 billion	adviserinfo.sec.gov
Access Wealth	East Hanover	2	$5.4 million	$539.1 million	adviserinfo.sec.gov
Fortis Group Advisors LLC	Westwood	12	$5.4 million	$822.4 million	adviserinfo.sec.gov
Personal Cfo Solutions LLC	Chester	17	$5.2 million	$1.65 billion	adviserinfo.sec.gov
Princeton Capital Management LLC	Red Bank	2	$5.1 million	$435.5 million	adviserinfo.sec.gov
Shore Point Advisors, LLC	Brielle	6	$5.1 million	$327.7 million	adviserinfo.sec.gov
Bulldog Investors, LLP	Saddle Brook	4	$4.8 million	$561 million	adviserinfo.sec.gov
Regency Wealth Management	Ramsey	3	$4.6 million	$642.6 million	adviserinfo.sec.gov
Taurus Financial	Jersey City	4	$4.5 million	$162.5 million	adviserinfo.sec.gov
McRae Capital Management Inc.	Morristown	8	$4.4 million	$795 million	adviserinfo.sec.gov
Dumont & Blake Investment Advisors LLC	Princeton	4	$4.4 million	$562.3 million	adviserinfo.sec.gov
Delta Capital Management LLC	Red Bank	2	$4.2 million	$240.2 million	adviserinfo.sec.gov
Carnegie Lake Advisors LLC	Princeton	2	$4.1 million	$403 million	adviserinfo.sec.gov
5c Capital Management, LLC	Woodcliff Lake	17	$3.9 million	$648.1 million	adviserinfo.sec.gov
Atlas Private Wealth Advisors	Red Bank	12	$3.8 million	$859.8 million	adviserinfo.sec.gov
Redwood Wealth Management Group, LLC	Medford	10	$3.6 million	$317.2 million	adviserinfo.sec.gov
Hennion & Walsh Asset Management, Inc.	Parsippany	6	$3.5 million	$768.8 million	adviserinfo.sec.gov
Haddonfield Financial Planning LLC	Haddonfield	9	$3 million	$134.8 million	adviserinfo.sec.gov
Wbi Investments, LLC	Red Bank	3	$2.8 million	$539.6 million	adviserinfo.sec.gov
Teplitz Financial Group LLC	Old Bridge	Fewer than 5	$2.8 million	$131.7 million	adviserinfo.sec.gov
Credit Capital Investments	Livingston	5	$2.6 million	$444 million	adviserinfo.sec.gov
Hillcrest Wealth Advisors, Ny, LLC	Holmdel	3	$2.5 million	$390.7 million	adviserinfo.sec.gov
Covenant Asset Management, LLC	Chester	3	$2.3 million	$692.6 million	adviserinfo.sec.gov
Sterling Financial Planning Inc	Sparta	6	$2.3 million	$760.8 million	adviserinfo.sec.gov
Kennedy Investment Group	West Deptford	Fewer than 5	$2.1 million	$633.2 million	adviserinfo.sec.gov
Talisman Wealth Advisors, LLC	Mountainside	Fewer than 5	$2.1 million	$251.3 million	adviserinfo.sec.gov
Mk3 Wealth LLC	Cherry Hill	Fewer than 5	$1.8 million	$113.1 million	adviserinfo.sec.gov
Sandro Wealth Management LLC	Fairfield	Fewer than 5	$1.7 million	$227.6 million	adviserinfo.sec.gov
Podell Financial Group LLC	Fairfield	Fewer than 5	$1.6 million	$227.6 million	adviserinfo.sec.gov
Friedenthal Financial, LLC	Marlton	1	$1.5 million	$196.4 million	adviserinfo.sec.gov
PTS Brokerage, LLC	Mt. Laurel	Fewer than 5	$1.5 million	$131.7 million	adviserinfo.sec.gov
Accretive Wealth Partners, LLC	Parsippany	Fewer than 5	$1.5 million	$504.5 million	adviserinfo.sec.gov
Saiph Capital, LLC	Wyckoff	Fewer than 5	$1.1 million	$459.4 million	adviserinfo.sec.gov
Cora Capital Advisors	Marlton	Fewer than 5	$1.1 million	$722.9 million	adviserinfo.sec.gov
Steffens Financial Corp	Byram Township	3	$1.1 million	$162 million	adviserinfo.sec.gov
Genesis Financial Group, LLC	Paramus	1	$1.1 million	$171.3 million	adviserinfo.sec.gov
Princeton Global Asset Management LLC	Princeton	Fewer than 5	$1 million	$921.3 million	adviserinfo.sec.gov
Sustainvest Asset Management, LLC	Linwood	Fewer than 5	$935,077	$137.4 million	adviserinfo.sec.gov
Jeffrey Matthews Wealth Management, LLC	Florham Park	8	$877,708	$161.7 million	adviserinfo.sec.gov
Signature Wealth Management Partners, LLC	Montvale	6	$841,024	$454.2 million	adviserinfo.sec.gov
Aljen Asset Management LLC	Cedar Knolls	7	$789,081	$230.2 million	adviserinfo.sec.gov
Ta Capital Management, LLC	Sewell	Fewer than 5	$725,074	$438.9 million	adviserinfo.sec.gov
Roxbury Financial	Mount Arlington	Fewer than 5	$584,000	$180.5 million	adviserinfo.sec.gov
HFM Investment Advisors, LLC	Glassboro	3	$479,000	$404.1 million	adviserinfo.sec.gov
Toews Asset Management	Northfield	3	$471,759	$1.04 billion	adviserinfo.sec.gov
Merrion Investment Management Co, LLC	Cranford	2	$464,436	$244.8 million	adviserinfo.sec.gov
TC Financial Management, Co Inc.	Margate City	Fewer than 5	$402,206	$122.7 million	adviserinfo.sec.gov
Davidson Wealth Management LLC	Forked River	Fewer than 5	$378,207	$172.4 million	adviserinfo.sec.gov
Philadelphia Investment Partners, LLC	Voorhees	4	$376,585	$176 million	adviserinfo.sec.gov
Ciro Capital LLC	Jersey City	Fewer than 5	$355,000	$117.4 million	adviserinfo.sec.gov
Stolzer Rothschild Levy LLC	Basking Ridge	Fewer than 5	$251,000	$166 million	adviserinfo.sec.gov
Vaughan and Company Securities, Inc.	Ridgewood	1	$203,800	$218.9 million	adviserinfo.sec.gov
Stembrook Asset Management, LLC	Red Bank	1	$178,489	$147.5 million	adviserinfo.sec.gov
Beckerman Wealth	Ocean Grove	1	$153,388	$303.3 million	adviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.	Jersey City	Fewer than 5	$153,036	$2.95 billion	adviserinfo.sec.gov
Global Wealth Management, LLC	Kingston	1	$152,776	$245.7 million	adviserinfo.sec.gov
Salvus Wealth Management, LLC	Red Bank	Fewer than 5	$111,460	$316.5 million	adviserinfo.sec.gov
Quaker Wealth Management LLC	Moorestown	1	$60,453	$449.3 million	adviserinfo.sec.gov
Breakwater Capital Group	Paramus	Fewer than 5	$13,226	$1.02 billion	adviserinfo.sec.gov
Astra Wealth Partners	Jersey City	Fewer than 5	$7,570	$268.4 million	adviserinfo.sec.gov
Pioneer Advisory LLC	Jersey City	3	$2,800	$94,783	adviserinfo.sec.gov
Liftpoint Family Wealth Advisors, LLC	Far Hills	1	$264	$187.7 million	adviserinfo.sec.gov
Ernst & Young Investment Advisers LLP	Secaucus	20	Not listed	Not listed	adviserinfo.sec.gov
Corebridge Institutional Investments (U.S.), LLC	Jersey City	5	Not listed	$121.05 billion	adviserinfo.sec.gov
Manteio Capital LLC	Jersey City	1	Not listed	$492.7 million	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.