Data / Investment advisers / Serving high net worth individuals / New Jersey

Investment advisers in New Jersey serving high net worth individuals: 267 firms

Name: Investment advisers in New Jersey serving high net worth individuals: 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.

267 SEC registered investment advisers with a main office in New Jersey report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $1.8 trillion 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 high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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267Advisers
$1.8 trillionAUM from this client type
259Advisers over $100 million
November 2, 2026File date

Advisers in New Jersey serving high net worth individuals

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	853,775	$714.55 billion	$915.79 billion	adviserinfo.sec.gov
Managed Account Advisors LLC	Jersey City	373,481	$648.99 billion	$994.99 billion	adviserinfo.sec.gov
Pathstone	Englewood	1,834	$91.00 billion	$110.30 billion	adviserinfo.sec.gov
Blackrock Investment Management, LLC	Princeton	4,269	$55.82 billion	$676.69 billion	adviserinfo.sec.gov
Private Advisor Group, LLC	Morristown	27,742	$29.60 billion	$57.70 billion	adviserinfo.sec.gov
Lord, Abbett & Co. LLC	Jersey City	6,000	$16.60 billion	$270.39 billion	adviserinfo.sec.gov
Modera Wealth Management, LLC	Westwood	3,443	$15.13 billion	$17.68 billion	adviserinfo.sec.gov
Summit Financial, LLC	Parsippany	2,248	$14.93 billion	$26.35 billion	adviserinfo.sec.gov
Circle Wealth Management, LLC	Summit	349	$13.05 billion	$14.07 billion	adviserinfo.sec.gov
Onepoint BFG Wealth Partners	Parsippany	2,934	$12.45 billion	$15.13 billion	adviserinfo.sec.gov
Simon Quick Advisors, LLC	Morristown	666	$7.55 billion	$9.01 billion	adviserinfo.sec.gov
Pgim Custom Harvest LLC	Newark	8,531	$6.69 billion	$6.90 billion	adviserinfo.sec.gov
Advisors Capital Management, LLC	Ridgewood	2,863	$6.32 billion	$12.20 billion	adviserinfo.sec.gov
World Investment Advisors, LLC	Lincroft	2,165	$5.73 billion	$71.64 billion	adviserinfo.sec.gov
BC Advisors, LLC	Mt. Laurel	100	$4.60 billion	$4.73 billion	adviserinfo.sec.gov
Systematic Alpha Investments, LLC	Princeton	2	$3.49 billion	$3.49 billion	adviserinfo.sec.gov
Beacon Trust	Morristown	2,007	$3.24 billion	$4.44 billion	adviserinfo.sec.gov
Harding Loevner LP	Bridgewater	3,290	$2.92 billion	$32.06 billion	adviserinfo.sec.gov
Franklin Mutual Advisers, LLC	Short Hills	17	$2.89 billion	$42.59 billion	adviserinfo.sec.gov
Sax Wealth Advisors, LLC	Parsippany	715	$2.85 billion	$3.60 billion	adviserinfo.sec.gov
Leo Wealth, LLC	Edison	453	$2.64 billion	$3.21 billion	adviserinfo.sec.gov
Skyview Investment Advisors, LLC	Shrewsbury	Fewer than 5	$2.45 billion	$8.32 billion	adviserinfo.sec.gov
Transcend Capital Advisors, LLC	Madison	450	$2.42 billion	$2.91 billion	adviserinfo.sec.gov
Abner Herrman & Brock, LLC	Jersey City	2,246	$2.34 billion	$2.74 billion	adviserinfo.sec.gov
Withum Wealth Management	Red Bank	688	$2.12 billion	$2.34 billion	adviserinfo.sec.gov
RSW Investments	Summit	882	$2.02 billion	$2.30 billion	adviserinfo.sec.gov
Condor Capital Wealth Management	Martinsville	424	$1.96 billion	$2.18 billion	adviserinfo.sec.gov
Pine Valley Investments	Marlton	606	$1.91 billion	$2.67 billion	adviserinfo.sec.gov
Roundview Capital, LLC	Princeton	352	$1.88 billion	$2.13 billion	adviserinfo.sec.gov
Valley Wealth Managers, Inc.	Paramus	441	$1.86 billion	$2.69 billion	adviserinfo.sec.gov
Traphagen Financial Group	Oradell	561	$1.82 billion	$2.28 billion	adviserinfo.sec.gov
CFS Investment Advisory Services LLC	Totowa	532	$1.61 billion	$2.73 billion	adviserinfo.sec.gov
Personal Cfo Solutions LLC	Chester	387	$1.56 billion	$1.65 billion	adviserinfo.sec.gov
Palisade Capital Management, LP	Fort Lee	508	$1.54 billion	$3.86 billion	adviserinfo.sec.gov
RMR Wealth Builders, Inc.	Montclair	464	$1.34 billion	$2.89 billion	adviserinfo.sec.gov
Strategic Family Wealth Counselors, L.L.C.	Fairfield	150	$1.33 billion	$1.66 billion	adviserinfo.sec.gov
Blackhill Capital, Inc	Morristown	48	$1.29 billion	$2.00 billion	adviserinfo.sec.gov
Revolve Wealth Partners, LLC	Hackensack	288	$1.24 billion	$1.42 billion	adviserinfo.sec.gov
Wiss Private Client Advisors, LLC	Florham Park	130	$1.19 billion	$1.22 billion	adviserinfo.sec.gov
Cra Financial Services, L.L.C.	Northfield	377	$1.13 billion	$1.69 billion	adviserinfo.sec.gov
Premier Path Wealth Partners, LLC	Madison	233	$1.11 billion	$1.22 billion	adviserinfo.sec.gov
Laurel Oak Wealth Management, LLC	Marlton	2,477	$1.07 billion	$1.40 billion	adviserinfo.sec.gov
Breakwater Capital Group	Paramus	239	$968.1 million	$1.02 billion	adviserinfo.sec.gov
DGS Capital Management	Jersey City	148	$935.9 million	$1.05 billion	adviserinfo.sec.gov
Signet Financial Management, LLC	Parsippany	320	$916.7 million	$1.18 billion	adviserinfo.sec.gov
Oliver Luxxe Assets LLC	Gladstone	351	$883.3 million	$1.00 billion	adviserinfo.sec.gov
Pgim, Inc.	Newark	Fewer than 5	$870.2 million	$1.13 trillion	adviserinfo.sec.gov
Lighthouse Financial Advisors, Inc.	Red Bank	208	$858.1 million	$1.11 billion	adviserinfo.sec.gov
GSG Advisors LLC	Mount Laurel	156	$842.5 million	$862.3 million	adviserinfo.sec.gov
Makrod Investment Associates Inc	Verona	415	$827.5 million	$894.4 million	adviserinfo.sec.gov
Princeton Global Asset Management LLC	Princeton	166	$793.5 million	$921.3 million	adviserinfo.sec.gov
Parisi Gray Wealth Management, LLC	Mendham	108	$755.9 million	$796 million	adviserinfo.sec.gov
McRae Capital Management Inc.	Morristown	736	$675.5 million	$795 million	adviserinfo.sec.gov
Glen Eagle Advisors, LLC	Kingston	335	$675.1 million	$1.03 billion	adviserinfo.sec.gov
Empire Financial Management Company, LLC	Holmdel	733	$649 million	$706 million	adviserinfo.sec.gov
Simplicity Wealth	Summit	645	$634.6 million	$4.27 billion	adviserinfo.sec.gov
Covenant Asset Management, LLC	Chester	412	$625.7 million	$692.6 million	adviserinfo.sec.gov
Sterling Financial Planning Inc	Sparta	212	$615.3 million	$760.8 million	adviserinfo.sec.gov
Clear Wave Wealth Management, LLC	Red Bank	113	$604.7 million	$617 million	adviserinfo.sec.gov
The Genwealth Group, Inc.	Maplewood	179	$593.6 million	$661.3 million	adviserinfo.sec.gov
Key Client Fiduciary Advisors, LLC	Fairfield	198	$585 million	$896.3 million	adviserinfo.sec.gov
Chatham Wealth Management	Chatham	378	$572.6 million	$642.9 million	adviserinfo.sec.gov
Prestige Wealth Management Group, LLC	Flemington	182	$561.7 million	$666.4 million	adviserinfo.sec.gov
TLG Advisors, Inc.	Summit	301	$554.6 million	$2.30 billion	adviserinfo.sec.gov
Novi Wealth Partners	Princeton	150	$549.8 million	$612.8 million	adviserinfo.sec.gov
Atlas Private Wealth Advisors	Red Bank	211	$540.5 million	$859.8 million	adviserinfo.sec.gov
Regency Wealth Management	Ramsey	184	$535.2 million	$642.6 million	adviserinfo.sec.gov
Npa Asset Management, LLC	Fair Lawn	877	$525.8 million	$1.06 billion	adviserinfo.sec.gov
Cora Capital Advisors	Marlton	248	$516.4 million	$722.9 million	adviserinfo.sec.gov
Tilson Financial Group Inc	New Providence	180	$513.9 million	$750.6 million	adviserinfo.sec.gov
Highland Financial Advisors, LLC	Wayne	139	$510.1 million	$640 million	adviserinfo.sec.gov
5c Capital Management, LLC	Woodcliff Lake	166	$505.3 million	$648.1 million	adviserinfo.sec.gov
Vision Retirement	Ridgewood	451	$504.5 million	$633.7 million	adviserinfo.sec.gov
Black Coral Financial Advisors, LLC	Mount Olive	88	$504.4 million	$504.4 million	adviserinfo.sec.gov
Portfolio Strategies Inc Ny	Montvale	186	$501.5 million	$1.02 billion	adviserinfo.sec.gov
NCM Capital Management, LLC	Ramsey	194	$498.6 million	$539.4 million	adviserinfo.sec.gov
Cherrydale Wealth Management, LLC	Montclair	76	$493.4 million	$495.5 million	adviserinfo.sec.gov
Mezzasalma Advisors	Tinton Falls	182	$492.6 million	$534.4 million	adviserinfo.sec.gov
Cornerstone Planning Group	Fairfield	225	$482.1 million	$951.8 million	adviserinfo.sec.gov
Seabridge Investment Advisors LLC	Summit	123	$474.3 million	$771.2 million	adviserinfo.sec.gov
Virtus Wealth Solutions	Cranford	109	$472.3 million	$594.9 million	adviserinfo.sec.gov
TSP Capital Management Group, LLC	Summit	62	$470 million	$553.3 million	adviserinfo.sec.gov
Dumont & Blake Investment Advisors LLC	Princeton	205	$463.4 million	$562.3 million	adviserinfo.sec.gov
Asset Advisory Group, Inc.	Kinnelon	86	$450.8 million	$479.5 million	adviserinfo.sec.gov
Accretive Wealth Partners, LLC	Parsippany	142	$447.8 million	$504.5 million	adviserinfo.sec.gov
Wealth Management Associates, Inc.	Cherry Hill	216	$440 million	$717.4 million	adviserinfo.sec.gov
Access Wealth	East Hanover	121	$436.6 million	$539.1 million	adviserinfo.sec.gov
Shorehaven Wealth Partners, LLC	Red Bank	171	$427.7 million	$541.5 million	adviserinfo.sec.gov
Eagle Wealth Strategies	Mullica Hill	146	$424 million	$653.8 million	adviserinfo.sec.gov
Alliance Wealth Management Group, LLC	Flemington	137	$414.7 million	$517.4 million	adviserinfo.sec.gov
Pegasus Asset Management Inc	Morristown	126	$412.4 million	$553.6 million	adviserinfo.sec.gov
Saiph Capital, LLC	Wyckoff	122	$396.5 million	$459.4 million	adviserinfo.sec.gov
Ta Capital Management, LLC	Sewell	54	$395.5 million	$438.9 million	adviserinfo.sec.gov
BCS Private Wealth Management	Rumson	118	$387.9 million	$469.7 million	adviserinfo.sec.gov
Hillcrest Wealth Advisors, Ny, LLC	Holmdel	56	$386.2 million	$390.7 million	adviserinfo.sec.gov
Able Wealth Management LLC	Toms River	195	$381.9 million	$579.5 million	adviserinfo.sec.gov
Newport Capital Group, LLC	Red Bank	74	$369.4 million	$1.28 billion	adviserinfo.sec.gov
Quaker Wealth Management LLC	Moorestown	140	$347.2 million	$449.3 million	adviserinfo.sec.gov
Fortis Group Advisors LLC	Westwood	190	$342.2 million	$822.4 million	adviserinfo.sec.gov
Princeton Capital Management LLC	Red Bank	99	$341 million	$435.5 million	adviserinfo.sec.gov
Carnegie Lake Advisors LLC	Princeton	74	$338.5 million	$403 million	adviserinfo.sec.gov
Hennion & Walsh Asset Management, Inc.	Parsippany	147	$334.5 million	$768.8 million	adviserinfo.sec.gov
Signature Wealth Management Partners, LLC	Montvale	107	$333.2 million	$454.2 million	adviserinfo.sec.gov
BCG Securities, Inc.	Cherry Hill	169	$326.5 million	$894.2 million	adviserinfo.sec.gov
Eks Associates	Princeton	48	$324.3 million	$324.3 million	adviserinfo.sec.gov
Mountain Hill Investment Partners	Atlantic Highlands	48	$316.8 million	$539 million	adviserinfo.sec.gov
Garden State Investment Advisory Services, LLC	Red Bank	151	$313.2 million	$673.8 million	adviserinfo.sec.gov
Tenon Financial	Metuchen	95	$312.8 million	$316 million	adviserinfo.sec.gov
Green Ridge Wealth Planning LLC	Montville	103	$309 million	$389.6 million	adviserinfo.sec.gov
Kennedy Investment Group	West Deptford	120	$308.2 million	$633.2 million	adviserinfo.sec.gov
Precision Financial Services	Mine Hill	111	$305.2 million	$435.6 million	adviserinfo.sec.gov
Cypress Financial Planning	Haddon Heights	108	$304.6 million	$490.4 million	adviserinfo.sec.gov
Omni 360 Wealth, Inc.	Plainsboro	86	$302.4 million	$425.7 million	adviserinfo.sec.gov
Summit Place Financial Advisors, LLC	Summit	50	$290.9 million	$300.4 million	adviserinfo.sec.gov
Salvus Wealth Management, LLC	Red Bank	125	$290.3 million	$316.5 million	adviserinfo.sec.gov
Kevin M. Gibney and Company, LLC	Iselin	53	$289.8 million	$306.9 million	adviserinfo.sec.gov
Giverny Capital Advisors	Princeton	96	$286.2 million	$420.9 million	adviserinfo.sec.gov
Northstar Advisory Group, LLC	Northfield	113	$278 million	$377 million	adviserinfo.sec.gov
Baron Financial Group LLC	Fair Lawn	106	$274.5 million	$369.1 million	adviserinfo.sec.gov
Beckerman Wealth	Ocean Grove	139	$272.5 million	$303.3 million	adviserinfo.sec.gov
Investment Partners Asset Management	Metuchen	148	$256.5 million	$333.4 million	adviserinfo.sec.gov
Mullooly Asset Management, Inc.	Wall Township	114	$253.6 million	$455.6 million	adviserinfo.sec.gov
Revel Wealth Management	Elmwood Park	4	$251.6 million	$258.9 million	adviserinfo.sec.gov
Byrne Asset Management, LLC	Kingston	166	$249.9 million	$268.7 million	adviserinfo.sec.gov
Oakbourne Advisors	Berkeley Heights	95	$243.2 million	$347.9 million	adviserinfo.sec.gov
Quantum Capital Management, LLC	Northfield	62	$236.9 million	$1.00 billion	adviserinfo.sec.gov
Tandem Capital Management, Inc.	Woodcliff Lake	72	$236.4 million	$279.7 million	adviserinfo.sec.gov
BPP Wealth Solutions, LLC	Basking Ridge	72	$233 million	$247.3 million	adviserinfo.sec.gov
Unio Capital LLC	Princeton	68	$225.2 million	$691.5 million	adviserinfo.sec.gov
Ridgewood Investments	Springfield	56	$222.4 million	$419.2 million	adviserinfo.sec.gov
Wealth Quarterback LLC	Toms River	203	$222 million	$391.3 million	adviserinfo.sec.gov
Financial Futures	Brielle	89	$217.5 million	$270.5 million	adviserinfo.sec.gov
Talisman Wealth Advisors, LLC	Mountainside	68	$215.8 million	$251.3 million	adviserinfo.sec.gov
Sandro Wealth Management LLC	Fairfield	25	$210.7 million	$227.6 million	adviserinfo.sec.gov
Bluefin Financial	Moorestown	68	$206.3 million	$289.6 million	adviserinfo.sec.gov
Heritage Financial Counselors, LLC	Bedminster	67	$206.2 million	$235.9 million	adviserinfo.sec.gov
Seelaus Asset Management, LLC	Chatham	117	$205.6 million	$1.70 billion	adviserinfo.sec.gov
Redwood Financial Planning, LLC	Scotch Plains	32	$201.5 million	$388.8 million	adviserinfo.sec.gov
Masters Legacy Planning	Linwood	47	$198.2 million	$248.1 million	adviserinfo.sec.gov
Kubhera Enterprises LLC	Princeton	216	$197.2 million	$275.5 million	adviserinfo.sec.gov
Weingarten Associates, L.L.C.	Lawrenceville	58	$197.1 million	$200.3 million	adviserinfo.sec.gov
Smallwood Wealth Management	Red Bank	110	$196.1 million	$339 million	adviserinfo.sec.gov
Leicht Financial Planning and Wealth Management	Parsippany	85	$195.3 million	$237.4 million	adviserinfo.sec.gov
Covington & Associates, Inc.	Westfield	30	$194.4 million	$308.2 million	adviserinfo.sec.gov
Washington Crossing Advisors LLC	Morristown	55	$191.3 million	$2.03 billion	adviserinfo.sec.gov
Sacks & Associates, LLC	Warren	66	$185.5 million	$212.8 million	adviserinfo.sec.gov
Ahara Advisors	Jersey City	55	$185.4 million	$185.4 million	adviserinfo.sec.gov
Astra Wealth Partners	Jersey City	59	$181.2 million	$268.4 million	adviserinfo.sec.gov
Vaughan and Company Securities, Inc.	Ridgewood	60	$179.4 million	$218.9 million	adviserinfo.sec.gov
Shore Point Advisors, LLC	Brielle	91	$178.4 million	$327.7 million	adviserinfo.sec.gov
White Knight Strategic Wealth Advisors, LLC	Lawrenceville	48	$178.4 million	$207.4 million	adviserinfo.sec.gov
Locker Financial Services, LLC	Verona	65	$177.9 million	$213.8 million	adviserinfo.sec.gov
Liftpoint Family Wealth Advisors, LLC	Far Hills	45	$176.3 million	$187.7 million	adviserinfo.sec.gov
Stern Capital Management, Inc.	Old Bridge	67	$175.5 million	$297.7 million	adviserinfo.sec.gov
Redwood Wealth Management Group, LLC	Medford	72	$174.7 million	$317.2 million	adviserinfo.sec.gov
High Point Wealth Management, LLC	Chester	43	$172.9 million	$192.9 million	adviserinfo.sec.gov
Corrado Advisors, LLC	Ramsey	80	$171.6 million	$252.8 million	adviserinfo.sec.gov
Aurora Private Wealth, Inc.	Totowa	81	$171.2 million	$374 million	adviserinfo.sec.gov
HFM Investment Advisors, LLC	Glassboro	82	$169 million	$404.1 million	adviserinfo.sec.gov
Excel Capital Management Corp	Warren	58	$168.6 million	$192.5 million	adviserinfo.sec.gov
Aca/Prudent Investors Planning Corporation	Green Brook	70	$167.9 million	$351.4 million	adviserinfo.sec.gov
Alexander Capital Wealth Management LLC	Red Bank	72	$164.2 million	$238.1 million	adviserinfo.sec.gov
S.F. Ehrlich Associates, Inc.	Cranford	55	$162.6 million	$185.8 million	adviserinfo.sec.gov
Tranquilli Financial Advisor, LLC	Clinton	80	$160.4 million	$199.4 million	adviserinfo.sec.gov
Global Wealth Management, LLC	Kingston	31	$160.2 million	$245.7 million	adviserinfo.sec.gov
Halberstadt Financial Consultants Inc	Princeton	68	$158 million	$185 million	adviserinfo.sec.gov
Paradigm Investment Advisory, LLC	Bridgewater	563	$154 million	$425.1 million	adviserinfo.sec.gov
Cadia Private Client LLC	Parsippany	46	$152.7 million	$192.5 million	adviserinfo.sec.gov
Tomoro	Colts Neck	68	$150.5 million	$335.6 million	adviserinfo.sec.gov
Geneva Financial Group	Lakewood	12	$149.9 million	$233.7 million	adviserinfo.sec.gov
Paradigm Wealth Advisory LLC	Bridgewater	65	$149.6 million	$201.2 million	adviserinfo.sec.gov
Friedenthal Financial, LLC	Marlton	68	$147.2 million	$196.4 million	adviserinfo.sec.gov
Kensington Financial Advisors LLC	Roseland	42	$144.6 million	$159.9 million	adviserinfo.sec.gov
Buckman Advisory Group LLC	Little Silver	255	$144.3 million	$277.3 million	adviserinfo.sec.gov
Stembrook Asset Management, LLC	Red Bank	27	$144 million	$147.5 million	adviserinfo.sec.gov
Merrion Investment Management Co, LLC	Cranford	20	$142.3 million	$244.8 million	adviserinfo.sec.gov
Grantvest Financial Group LLC	Matawan	200	$135 million	$230 million	adviserinfo.sec.gov
RDM Capital Associates Inc	Red Bank	49	$134.6 million	$164.5 million	adviserinfo.sec.gov
Taurus Financial	Jersey City	87	$133.8 million	$162.5 million	adviserinfo.sec.gov
Philadelphia Investment Partners, LLC	Voorhees	55	$133.2 million	$176 million	adviserinfo.sec.gov
Tepp Wealth Management	Westfield	52	$131.4 million	$195.7 million	adviserinfo.sec.gov
Wbi Investments, LLC	Red Bank	58	$130.5 million	$539.6 million	adviserinfo.sec.gov
Tandem Investment Partners, LLC	Bordentown	36	$129.7 million	$200.2 million	adviserinfo.sec.gov
East Coast Wealth Management, Inc.	Florham Park	60	$125.8 million	$153 million	adviserinfo.sec.gov
Davidson Wealth Management LLC	Forked River	54	$123.9 million	$172.4 million	adviserinfo.sec.gov
Vestgen Investment Management	Egg Harbor TWP.	201	$121.6 million	$786.6 million	adviserinfo.sec.gov
Private Client Group Asset Management	Gladstone	44	$121.4 million	$143.1 million	adviserinfo.sec.gov
Altman Investment Management LLC	Princeton	39	$118.8 million	$119.9 million	adviserinfo.sec.gov
Hudson Oak Wealth Advisory LLC	Hoboken	29	$116.7 million	$133.9 million	adviserinfo.sec.gov
Podell Financial Group LLC	Fairfield	32	$111.7 million	$227.6 million	adviserinfo.sec.gov
Aljen Asset Management LLC	Cedar Knolls	93	$111.2 million	$230.2 million	adviserinfo.sec.gov
Roxbury Financial	Mount Arlington	52	$110.8 million	$180.5 million	adviserinfo.sec.gov
Zynergy Retirement Planning	Red Bank	52	$109 million	$173 million	adviserinfo.sec.gov
Emissary Wealth	Hackensack	38	$108 million	$185.1 million	adviserinfo.sec.gov
Compass Private Wealth Group LLC	Short Hills	67	$107.3 million	$113.3 million	adviserinfo.sec.gov
Jeffrey Matthews Wealth Management, LLC	Florham Park	94	$105.7 million	$161.7 million	adviserinfo.sec.gov
Delta Capital Management LLC	Red Bank	30	$104.2 million	$240.2 million	adviserinfo.sec.gov
Geremia Financial Services, LLC	Edison	31	$103.8 million	$132.2 million	adviserinfo.sec.gov
Goodhaven Capital Management	Millburn	27	$103.5 million	$405.3 million	adviserinfo.sec.gov
Steffens Financial Corp	Byram Township	37	$102.7 million	$162 million	adviserinfo.sec.gov
Haddonfield Financial Planning LLC	Haddonfield	68	$101.8 million	$134.8 million	adviserinfo.sec.gov
WP Asset Management	Bedminster	177	$99.1 million	$121.3 million	adviserinfo.sec.gov
Michael J. Porro & Co. Financial Advisors, Inc.	Old Tappan	58	$98.9 million	$168.7 million	adviserinfo.sec.gov
Stolzer Rothschild Levy LLC	Basking Ridge	33	$98.9 million	$166 million	adviserinfo.sec.gov
Ciro Capital LLC	Jersey City	29	$97.6 million	$117.4 million	adviserinfo.sec.gov
Aem Asset Management, LLC	Somerset	22	$96.9 million	$117.9 million	adviserinfo.sec.gov
Integrous Wealth Strategies	Hamilton	55	$96.9 million	$216.2 million	adviserinfo.sec.gov
Sfi Advisors, LLC	Montclair	32	$94 million	$176 million	adviserinfo.sec.gov
New Horizons Wealth Management	Cedar Knolls	35	$91.1 million	$203.3 million	adviserinfo.sec.gov
TC Financial Management, Co Inc.	Margate City	37	$90.8 million	$122.7 million	adviserinfo.sec.gov
Pegasus Group, LLC	Morristown	17	$90.2 million	$91.3 million	adviserinfo.sec.gov
First Light Wealth Advisors, LLC	Little Falls	27	$90 million	$116.3 million	adviserinfo.sec.gov
Anchored Financial Planning LLC	West Deptford	52	$89.8 million	$182.9 million	adviserinfo.sec.gov
Diversified Planning Strategies Advisors LLC	Roseland	39	$89.8 million	$154.4 million	adviserinfo.sec.gov
Palante Wealth Advisors, LLC	Pennington	34	$88.9 million	$115.5 million	adviserinfo.sec.gov
Gci Financial Group	Mendham	48	$88.6 million	$145.1 million	adviserinfo.sec.gov
Bravias Financial	Iselin	39	$88.5 million	$212 million	adviserinfo.sec.gov
Family Wealth Partners LLC	Medford	41	$87.7 million	$130.9 million	adviserinfo.sec.gov
Omega Capital Management, LLC	Flanders	54	$87.2 million	$139.7 million	adviserinfo.sec.gov
Copper Beech Financial Group, LLC	Moorestown	60	$86.8 million	$197.4 million	adviserinfo.sec.gov
Rilex Capital LLC	Manasquan	38	$84 million	$124.3 million	adviserinfo.sec.gov
Sustainvest Asset Management, LLC	Linwood	29	$83.6 million	$137.4 million	adviserinfo.sec.gov
Stawnychy Financial Services, Inc.	Kinnelon	25	$80.4 million	$131.2 million	adviserinfo.sec.gov
Teplitz Financial Group LLC	Old Bridge	47	$80.4 million	$131.7 million	adviserinfo.sec.gov
MD Wealth Advisors Inc	Cranford	81	$79.9 million	$105.2 million	adviserinfo.sec.gov
Mk3 Wealth LLC	Cherry Hill	29	$78.8 million	$113.1 million	adviserinfo.sec.gov
Reedmark Advisors, LLC	Somerville	28	$78.1 million	$564.6 million	adviserinfo.sec.gov
Lumida Wealth Management LLC	Wayne	37	$78 million	$132.8 million	adviserinfo.sec.gov
Bautis Financial, LLC	Montclair	27	$76.3 million	$197.4 million	adviserinfo.sec.gov
Garden State Retirement Specialists, LLC	Red Bank	63	$75.9 million	$109.3 million	adviserinfo.sec.gov
Align Advisor Group, LLC	Vineland	31	$71.9 million	$127.5 million	adviserinfo.sec.gov
Carapace Financial Advisors LLC	Bedminster	46	$68.8 million	$106.5 million	adviserinfo.sec.gov
KDT Advisors, LLC	Princeton	26	$65.9 million	$210.4 million	adviserinfo.sec.gov
Active Wealth Advisors	Woodcliff Lake	13	$64.5 million	$75.4 million	adviserinfo.sec.gov
PCB Capital LLC	East Brunswick	68	$63.9 million	$184.8 million	adviserinfo.sec.gov
Castle Financial & Retirement Planning Associates Inc	Fair Haven	33	$62.5 million	$107.9 million	adviserinfo.sec.gov
Bergamot Asset Management LP	Princeton	47	$60.8 million	$106.5 million	adviserinfo.sec.gov
191 Godwin Associates, Inc. D/B/A Godwin Capital Management	Wyckoff	3	$59.3 million	$150.1 million	adviserinfo.sec.gov
Millstone Financial Group	Princeton	67	$53.6 million	$104.4 million	adviserinfo.sec.gov
Metlife Investment Management, LLC	Whippany	Fewer than 5	$51.4 million	$563.78 billion	adviserinfo.sec.gov
New Vernon Capital	Morristown	32	$50.1 million	$902.1 million	adviserinfo.sec.gov
Gulfstream CM, LLC	Summit	23	$50.1 million	$244.2 million	adviserinfo.sec.gov
The Wealth Boutique	Chester	27	$48.4 million	$120.8 million	adviserinfo.sec.gov
Genesis Financial Group, LLC	Paramus	25	$48 million	$171.3 million	adviserinfo.sec.gov
Nitor Capital Management	Englewood Cliffs	8	$44.5 million	$158.6 million	adviserinfo.sec.gov
Credit Capital Investments	Livingston	8	$41.6 million	$444 million	adviserinfo.sec.gov
Groesbeck Investment Management Corp	Glen Rock	16	$40.3 million	$54.7 million	adviserinfo.sec.gov
Systematic Financial Management LP	Teaneck	14	$33.9 million	$4.21 billion	adviserinfo.sec.gov
Bulldog Investors, LLP	Saddle Brook	22	$32.2 million	$561 million	adviserinfo.sec.gov
Concord Advisory Group LTD	Princeton	3	$31.7 million	$46.19 billion	adviserinfo.sec.gov
Byron Place Capital Management, LLC	Metuchen	26	$30.6 million	$48.4 million	adviserinfo.sec.gov
Reaves Asset Management	Jersey City	3	$29.9 million	$5.94 billion	adviserinfo.sec.gov
MFG Investments, LLC	Medford	52	$22.1 million	$146.5 million	adviserinfo.sec.gov
Victory Wealth Partners	Mullica Hill	13	$21.1 million	$102.5 million	adviserinfo.sec.gov
Asset Management Consulting Services, Inc.	Livingston	6	$19.9 million	$144.2 million	adviserinfo.sec.gov
Woloshin Investment Management, LLC	Medford	Fewer than 5	$19 million	$180.4 million	adviserinfo.sec.gov
Sindia Capital Advisers, LLC	Somers Point	3	$17.3 million	$423.4 million	adviserinfo.sec.gov
Grand Slam Asset Management, LLC	Englewood Cliffs	5	$15.1 million	$35 million	adviserinfo.sec.gov
PTS Brokerage, LLC	Mt. Laurel	Fewer than 5	$7.8 million	$131.7 million	adviserinfo.sec.gov
Acorn Asset Management LLC	Princeton	3	$4.5 million	$6.6 million	adviserinfo.sec.gov
Toews Asset Management	Northfield	4	$3.4 million	$1.04 billion	adviserinfo.sec.gov
Leatherback Investments LLC	Lakewood	Fewer than 5	$3.1 million	$169.6 million	adviserinfo.sec.gov
Evergreen Capital Associates LLC	Plainsboro	1	$776,076	$243.6 million	adviserinfo.sec.gov
Hudson Edge Investment Partners, Inc.	Jersey City	1	$227,913	$2.95 billion	adviserinfo.sec.gov
Flight Line Financial, LLC	Princeton	268	Not listed	Not listed	adviserinfo.sec.gov
Landseer Advisors LLC	Princeton	6	Not listed	$415.2 million	adviserinfo.sec.gov
Bellwether Consulting LLC	Millburn	1	Not listed	Not listed	adviserinfo.sec.gov

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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.